DFA - International Small Cap Growth Portfolio (DISMX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDFA - International Small Cap Growth Portfolio (DISMX) trades at $19.74. DFA - International Small Cap Growth Portfolio (DISMX) invests in small, non-U.S. companies within developed markets, focusing on those with high profitability and relative prices. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DISMX: DISMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DFA - International Small Cap Growth Portfolio (DISMX) Financial Services Profile
DFA - International Small Cap Growth Portfolio (DISMX) utilizes a market capitalization weighted strategy to invest in profitable, attractively priced small-cap companies in developed international markets. With a focus on non-U.S. equities, the fund aims to deliver growth by targeting companies demonstrating strong financial metrics within their respective markets.
What Is the Investment Thesis for DISMX?
The DFA - International Small Cap Growth Portfolio (DISMX) presents an investment opportunity centered on capturing the growth potential of small-cap companies in developed international markets. With a market capitalization of $0.33 billion, the fund offers exposure to a diversified portfolio of non-U.S. equities. The fund's strategy of weighting investments by market capitalization and focusing on companies with high profitability and attractive relative prices aims to generate long-term returns. Ongoing catalysts include the continued growth of international economies and the increasing attractiveness of small-cap stocks as potential high-growth investments. Potential risks include fluctuations in international markets, currency exchange rate risks, and the inherent volatility associated with small-cap stocks. The fund's beta of 1.09 indicates a market-correlated risk profile.
Based on FMP financials and quantitative analysis
DISMX Key Highlights
Market capitalization of $0.33 billion, indicating a relatively small fund size focused on small-cap companies.
- Invests primarily in small, non-U.S. companies in developed markets, offering diversification benefits.
- Employs a market capitalization weighted approach, aligning portfolio allocation with company size.
- Focuses on companies with high profitability and attractive relative prices, seeking value and growth.
- Maintains a beta of 1.09, suggesting a risk profile in line with the broader market.
Who Are DISMX's Competitors?
DISMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AUUCX AB Select US Equity Portfolio | $23.23 | +0.65% | $335M | — |
| CAMOX Cambiar Opportunity Portfolio | $28.09 | +0.32% | $308M | — |
| DTLGX Wilshire Large Company Growth Portfolio | $45.98 | +1.05% | $300M | — |
| EXBAX Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S | $14.60 | +0.55% | $260M | — |
| FWRLX Fidelity Select Wireless | $15.12 | -0.26% | $308M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DISMX's Key Strengths?
Disciplined investment approach focused on profitability and valuation.
- Diversified portfolio of international small-cap equities.
- Established track record of Dimensional Fund Advisors.
- Low expense ratio compared to actively managed funds.
What Are DISMX's Weaknesses?
Exposure to currency risk and international market volatility.
- Potential for underperformance relative to benchmark indices.
- Limited exposure to emerging markets.
- Dependence on the investment expertise of Dimensional Fund Advisors.
What Are the Key Risks for DISMX?
Fluctuations in international markets and currency exchange rates.
- Inherent volatility associated with small-cap stocks.
- Geopolitical risks and political instability in certain regions.
- Competition from other asset management firms offering similar investment strategies.
What Threats Does DISMX Face?
- Increased competition from other asset management firms.
- Changes in global economic conditions and market sentiment.
- Regulatory changes impacting the asset management industry.
- Geopolitical risks and political instability in certain regions.
What Are DISMX's Competitive Advantages?
- Established track record and reputation of Dimensional Fund Advisors.
- Disciplined, research-driven investment approach.
- Access to proprietary research and investment insights.
- Diversified portfolio of international small-cap equities.
What Does DISMX Do?
DFA - International Small Cap Growth Portfolio (DISMX) is an investment portfolio managed by Dimensional Fund Advisors (DFA). The fund focuses on investing in small-cap companies located in developed international markets, excluding the United States. The portfolio employs a market capitalization weighted approach, meaning that the proportion of assets allocated to each company is based on its market capitalization. This strategy aims to capture the potential growth of smaller companies while maintaining diversification across various international markets. The fund's investment philosophy centers on identifying companies with high profitability and attractive relative prices compared to their peers. Dimensional Fund Advisors utilizes a systematic, research-driven approach to evaluate potential investments, considering factors such as financial performance, valuation metrics, and market conditions. The portfolio typically invests at least 80% of its net assets in securities of small companies within its target markets, ensuring a focused exposure to this segment of the international equity market. The DFA - International Small Cap Growth Portfolio provides investors with a vehicle to access the growth potential of international small-cap equities, offering diversification benefits and exposure to markets beyond the United States. The fund's disciplined investment approach and focus on profitability and valuation aim to deliver long-term returns for its investors.
What Products and Services Does DISMX Offer?
- Invests in small-cap companies located in developed international markets.
- Employs a market capitalization weighted approach to portfolio allocation.
- Focuses on companies with high profitability and attractive relative prices.
- Aims to provide long-term capital appreciation for investors.
- Offers diversification benefits through exposure to international equities.
- Manages investment risk through a disciplined and research-driven approach.
How Does DISMX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by investment performance and investor inflows.
- Expenses include operational costs, research expenses, and distribution fees.
What Industry Does DISMX Operate In?
The asset management industry is characterized by intense competition and evolving investment strategies. Funds like DFA - International Small Cap Growth Portfolio operate within a landscape of diverse investment options, ranging from passive index funds to actively managed portfolios. The trend towards globalization has increased the appeal of international equity investments, with investors seeking diversification and exposure to growth opportunities beyond domestic markets. The competitive landscape includes firms offering similar international small-cap strategies, each vying for investor capital and market share. These firms include AUUCX, CAMOX, DTLGX, EXBAX, and FWRLX.
Who Are DISMX's Key Customers?
- Individual investors seeking international equity exposure.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth management firms.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
DISMX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined investment approach focused on profitability and valuation.
- Diversified portfolio of international small-cap equities.
- Established track record of Dimensional Fund Advisors.
- Low expense ratio compared to actively managed funds.
Bear Case
- Exposure to currency risk and international market volatility.
- Potential for underperformance relative to benchmark indices.
- Limited exposure to emerging markets.
- Dependence on the investment expertise of Dimensional Fund Advisors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DISMX Latest News
No recent news available for DISMX.
DISMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DISMX.
Price Targets
Wall Street price target analysis for DISMX.
DISMX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DISMX; grades run from A+ (80-100) to F (below 30).
DFA - International Small Cap Growth Portfolio Financials Stock: Key Questions Answered
What are the main risks for DISMX?
The main risks for DISMX include exposure to currency risk, as the fund invests in international markets and currency fluctuations can impact returns.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.