Morningstar

Dimensional US Large Cap Value ETF DFLV

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFLV

Will DFLV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A potent large-value portfolio.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index and tends to be riskier. It should reward investors who can weather its volatility.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DFLV

More DFLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.42 323M
Consumer Cyclical

JPMorgan Chase & Co

4.40 321M
Financial Services

ExxonMobil Holdings Corp

4.14 302M
Energy

E-mini S&P 500 Future Dec 26

2.87 210M
—

Chevron Corp

2.16 157M
Energy

Berkshire Hathaway Inc Class B

2.03 148M
Financial Services

Meta Platforms Inc Class A

2.01 147M
Communication Services

UnitedHealth Group Inc

1.58 115M
Healthcare

Procter & Gamble Co

1.34 98M
Consumer Defensive

Linde PLC

1.32 97M
Basic Materials

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