DFA Tax Managed U.S. Small Cap Portfolio

Class Inst (DFTSX)
Scorecard
4 / 5 Stars
Lipper
4 5 2 5 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.42 0.42
Stocks 98.77 98.77
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.81 0.81
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Western Refining Inc WNR -14.12 0.38
Conn's, Inc. CONN -54.47 0.31
Amerco, Inc. UHAL -2.31 0.3
Medidata Solutions, Inc. MDSO 5.37 0.3
CNO Financial Group, Inc. CNO 4.52 0.3
CoStar Group, Inc. CSGP 8.51 0.29
ViroPharma, Inc. VPHM 0.22 0.29
Cabela's, Inc. CAB -1.98 0.26
Avis Budget Group Inc CAR 15.88 0.26
Jazz Pharmaceuticals PLC JAZZ 23.51 0.25