DFMC ranks 3rd and BBHM 41st of 47 funds in the US Active Small/Mid-Cap Category.
BBHM vs DFMC
DFMC −0.38pt a year
0.81%0.43%
BBHM 4.7×the volume
124K26.2K
BBHM vs DFMC Performance
−0.8%−2.5%
- BBHM 0.81%
- DFMC 0.43%, better
- BBHM $363M
- DFMC $7.6B
- BBHM 31
- DFMC 1734
- BBHM 124K sh, better
- DFMC 26.2K sh
- BBHM $11.72
- DFMC $58.34
ETF.net Grade
| Pillar | BBHM | DFMC |
|---|---|---|
| Cost | F9 | B68Higher |
| Mission | ||
| Risk | D31 | A80Higher |
| Tradability | C52 | A70Higher |
| Holdings | F24 | A93Higher |
| Durability | B67 | A99Higher |
Rank among US Active Small/Mid-Cap funds
Same Category. BBHM and DFMC are both graded against the same 47 US Active Small/Mid-Cap funds, so their Grades compare head to head.
Our read on each fund
BBHMD
DFMCA
In short
DFMC Dimensional's micro-cap workhorse: a systematic sweep of the smallest US listed companies, a strategy dating to 1981, now in an ETF wrapper. Not an index tracker, and it charges less than the typical active US equity fund.
Stated mandate
DFMC The Portfolio seeks long-term capital appreciation.
Why people hold it
Worth knowing
BBHM vs DFMC Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BBHM vs DFMC Cost
Overpaying BBHM vs DFMC
$6,856
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BBHM 0.81%
$15,518
DFMC 0.43%
$8,662
Cost over time
Year by year
| Year | BBHM | DFMC | Overpaying |
|---|---|---|---|
| 10 | $1,439 | $776 | $663 |
| 20 | $5,456 | $2,994 | $2,462 |
| 30 | $15,518 | $8,662 | $6,856 |
- 0.81%BBHM
- 0.43%DFMC, cheaper
- Middle half of US Active Small/Mid-Cap funds
- Median 0.55%
DFMC 15th cheapest of 47 funds
BBHM 43rd cheapest of 47 funds
BBHM vs DFMC Dividends
- BBHM None
- DFMC
- BBHM
- DFMC $0.15
- BBHM
- DFMC Sep 29, 2026
- BBHM
- DFMC Oct 1, 2026
- BBHM
- DFMC Quarterly
Distribution history
BBHM vs DFMC Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- BBHM 0.63DFMC 0.53
BBHM and DFMC in the news
Popular comparisons
- 0.81% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.43% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.81% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.43% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.81% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.43% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
