The Canadian Small Company Series

DFA INVESTMENT TRUST CO

Actively managed developed international equity fund
$2.34B NAV
287 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

The Canadian Small Company Series is an actively managed developed international equity fund.

Asset class
Equity
Region
Developed international
Management
Actively managed
Fund type
Open-end fund

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

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

118.41%
of net assets
Stocks108.65%
Cash & short-term9.77%

These positions come to 118.41% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 27 new11 exited

Largest new: CDE, Citibank NA, Endeavour Silver Corp, KEEL, iA Financial Corp Inc, Stantec Inc, Orezone Gold Corp, Vizsla Silver Corp

Largest exited: New Gold Inc, NuVista Energy Ltd, Taseko Mines Ltd, Bitfarms Ltd/Canada, Guardian Capital Group Ltd, Lundin Mining Corp, Foran Mining Corp, Telesat Corp

Return profile

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

1-year
+79.54%
3-year
+118.89%
5-year
+131.53%
Volatility
19.86%
Worst 3-yr fall
-11.85%
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
The DFA Investment Trust Company8.81%$206.01M
Dimensional Holdings Inc.8.77%$205.00M
Celestica IncCLS3.57%$83.49M
Finning International IncFINGF2.34%$54.71M
Hudbay Minerals IncHBM2.30%$53.77M
IAMGOLD CorpIAG2.18%$50.92M
Aritzia IncATZAF2.04%$47.58M
OceanaGold CorpOGC1.75%$40.80M
Whitecap Resources IncWCPRF1.66%$38.84M
Toromont Industries LtdTMTNF1.52%$35.62M
Showing 10 of 287Sign in to see more

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 34.94% of net assets, top 25 54.15%, across 286 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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