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Beacon

DFMCDFA US Micro Cap Portfolio ETF Class

Grow my moneyNewRanked #2,841 of 2,999 in this goal

Seeks long-term capital appreciation.

Launched 2026

Annual Cost

—

#5,861 of 5,861 · expensive

Fund Size

—

#5,861 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,266 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,909+19.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Micro

What it actually holds

By weight

Concentration

Top 10 holdings = 19.1% of fund✓ well diversified

Dimensional Holdings Inc.
7.1%
The DFA Investment Trust Company
6.9%
Argan Inc
1.1%
State Street Global Advisors
0.8%
TTM Technologies Inc
0.7%
Plexus Corp
0.6%
Powell Industries Inc
0.6%
First BanCorp/Puerto Rico
0.4%
Enova International Inc
0.4%
Covista Inc
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca, NYSE American

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of U.S. micro cap companies, emphasizing long-term drivers of expected returns while balancing risk through diversification. The Portfolio may emphasize lower relative price and higher profitability stocks, with at least 80% of net assets in micro cap securities.
Inception date
March 20, 2026

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Data updated on 2026-08-04