INTERNATIONAL SMALL COMPANY PORTFOLIO

DFA INVESTMENT DIMENSIONS GROUP INC · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:DFISX
$15.79B NAV
7 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

INTERNATIONAL SMALL COMPANY PORTFOLIO is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Fund of funds

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the International Small Company Portfolio (the Portfolio) is to achieve long-term capital appreciation.

Strategy · summarised

The fund is a fund of funds that allocates its assets among underlying funds investing in small-capitalization equity securities across Canada, Japan, the United Kingdom, Continental Europe, and Asia Pacific. Within each region, the underlying funds employ a market-capitalization-weighted approach but may emphasize smaller-capitalization companies, lower relative price stocks, and higher profitability stocks compared to their regional market representation. The fund maintains at least 80% of net assets in small-company securities and may adjust allocations among underlying funds or add or remove them without notice to shareholders.

Expenses
0.39%one share class
Share classExpense ratio
DFISX0.39%

Portfolio turnover 14.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

111.08%
of net assets
Stocks103.27%
Cash & short-term7.74%
Derivatives0.07%

Look-through blends 5 underlying funds; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 1 new1 exited

New: Chicago Mercantile Exchange

Exited: Chicago Mercantile Exchange

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+31.59%
3-year
+60.23%
5-year
+48.64%
Volatility
15.09%
Worst 3-yr fall
-11.01%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Dimensional Fund Advisors41.02%$6.48B
Dimensional Fund Advisors22.34%$3.53B
Dimensional Fund Advisors14.69%$2.32B
Dimensional Fund Advisors11.00%$1.74B
Dimensional Fund Advisors9.78%$1.54B
State Street Global AdvisorsGVMXX1.11%$175.67M
Chicago Mercantile Exchange0.07%$11.10M
Showing 7 of 7

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 100.01% of net assets, top 25 100.01%, across 3 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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