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DFSTX - DFA US Small Cap I | InsiderStreet.ai

Name: DFA US Small Cap I (DFSTX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$53.99

+0.12 (+0.22%)

Weekly Expected Move ±2.6%

$50 $51 $53 $54 $55

ETF NASDAQ · AUM $18.6B

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

51.8

★★★★★

Altman Z-Score

4.97

Safe

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

2,074

with fundamental data

InsiderStreet Scorecard

★★★★★ 51.8

Profitability

44.5

Balance Sheet

58.7

Earnings Quality

69.2

Growth

50.4

Value

55.9

Momentum

69.8

Safety

70.7

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

4.97

Safe Zone (>2.99)

Piotroski F-Score

6.2 / 9

Moderate

Beneish M-Score

0.72

Possible Manipulator

Credit Score

—

Earnings Quality

69.2 / 100

Portfolio Valuation

P/E

22.17x

P/B

2.46x

P/S

1.27x

EV/EBITDA

10.58x

EV/Revenue

1.63x

P/FCF

3.02x

P/OCF

11.81x

PEG

1.58x

Earnings Yield

4.51%

FCF Yield

33.09%

OCF Yield

8.46%

Median P/E

11.87x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +10.5%

Net Income +20.6%

EPS +21.2%

FCF +24.7%

EBITDA +19.6%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +8.9%

Rev CAGR 5Y +12.4%

EPS CAGR 3Y +14.0%

EPS CAGR 5Y +12.7%

FCF CAGR 3Y +18.8%

FCF CAGR 5Y +10.5%

EBITDA CAGR 3Y +10.5%

EBITDA CAGR 5Y +14.7%

Payout Ratio

45.68%

Buyback Yield

10.11%

Dividend Yield

1.37%

Total Shareholder Return

27.74%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$53.99

Median 1Y

$57.82

5th Pctile

$38.78

95th Pctile

$86.02

Ann. Volatility

24.3%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	22.17
Portfolio P/B	2.46
Portfolio P/S	1.27
EV/EBITDA	10.58
EV/Revenue	1.63
P/FCF	3.02
P/OCF	11.81
PEG	1.58
Earnings Yield	4.51%
FCF Yield	33.09%
OCF Yield	8.46%
Median P/E	11.87

Profitability & Returns (9)

Metric	Value
Gross Margin	133.80%
Operating Margin	7.92%
Net Margin	4.59%
FCF Margin	37.91%
ROE	9.37%
ROA	2.02%
ROIC	8.12%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.88
Debt/Assets	0.19
Net Debt/EBITDA	1.41
Interest Coverage	2.11
Current Ratio	0.86
Quick Ratio	0.73

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	10.46%
Net Income Growth	20.65%
EPS Growth	21.24%
FCF Growth	24.68%
EBITDA Growth	19.58%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	8.91%
Revenue CAGR 5Y	12.38%
Revenue CAGR 10Y	—
EPS CAGR 3Y	14.02%
EPS CAGR 5Y	12.70%
EPS CAGR 10Y	—
FCF CAGR 3Y	18.80%
FCF CAGR 5Y	10.54%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	10.46%
EBITDA CAGR 5Y	14.71%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	13.72%
Net Income CAGR 5Y	12.78%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	51.8
IS Profitability	44.5
IS Balance Sheet	58.7
IS Earnings Quality	69.2
IS Growth	50.4
IS Value	55.9
IS Momentum	69.8
IS Safety	70.7
IS Quality	65.6
Altman Z-Score	4.97
Piotroski F-Score	6.17
Beneish M-Score	0.72
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.37%
Payout Ratio	45.68%
Buyback Yield	10.11%
Total Shareholder Return	27.74%

Growth Stability (4)

Metric	Value
Revenue Stability	0.688
Earnings Stability	0.421
Earnings Persistence	0.718
Margin Stability	0.829

Medians (3)

Metric	Value
Median P/E	11.87
Median P/B	1.63
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	98.64%
Holdings Matched	2074
Total Holdings	2055