DFA U.S. Small Cap Value Portfolio

Class Inst (DFSVX)
Scorecard
3 / 5 Stars
Lipper
5 5 2 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.6 0.6
Stocks 98.66 98.66
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.74 0.74
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
CNO Financial Group, Inc. CNO 4.52 1.48
Avis Budget Group Inc CAR 15.88 1.42
Esterline Technologies ESL 5.79 1.14
Bristow Group, Inc. BRS 1.31 0.97
LifePoint Hospitals, Inc. LPNT 3.22 0.97
GATX Corp GMT 23.86 0.89
JetBlue Airways Corporation JBLU 0.94 0.87
Iconix Brand Group, Inc. ICON 1.79 0.86
Convergys Corporation CVG -4.32 0.8
Amerco, Inc. UHAL -2.31 0.79