DFA U.S. Small Cap Value Portfolio

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.2 1.2
Stocks 97.09 97.09
Bonds 0.0 0.0
Other 0.09 0.09
Foreign Bonds 0.0 0.0
Foreign Stocks 1.61 1.61
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Avis Budget Group Inc CAR 49.7 1.62
CNO Financial Group Inc CNO 2.37 1.33
Esterline Technologies ESL 15.63 1.14
GATX Corp GMT 30.86 1.06
LifePoint Hospitals Inc LPNT 19.42 0.97
Bristow Group Inc BRS 8.1 0.95
Exterran Holdings Inc EXH 32.75 0.93
Iconix Brand Group Inc ICON 8.79 0.79
Helix Energy Solutions Group Inc HLX 14.06 0.79
Amerco Inc UHAL 23.28 0.78