Morningstar

Dimensional US Marketwide Value ETF DFUV

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

Morningstar’s Analysis DFUV

Will DFUV 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 DFUV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFUV 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 DFUV’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional US Marketwide Value ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFUV

More DFUV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.21 652M
Consumer Cyclical

JPMorgan Chase & Co

4.20 649M
Financial Services

ExxonMobil Holdings Corp

3.82 591M
Energy

Berkshire Hathaway Inc Class B

3.02 467M
Financial Services

Chevron Corp

2.35 364M
Energy

Johnson & Johnson

2.32 358M
Healthcare

Micron Technology Inc

1.95 302M
Technology

UnitedHealth Group Inc

1.45 224M
Healthcare

Meta Platforms Inc Class A

1.35 208M
Communication Services

Cisco Systems Inc

1.31 202M
Technology

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