Dimensional US Large Cap Value ETF DFLV

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Morningstar’s Analysis DFLV

Will DFLV outperform in the future?

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

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.

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Portfolio Holdings DFLV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.13380M
Consumer Cyclical

JPMorgan Chase & Co

4.51334M
Financial Services

ExxonMobil Holdings Corp

3.69274M
Energy

Berkshire Hathaway Inc Class B

2.14159M
Financial Services

Meta Platforms Inc Class A

2.13158M
Communication Services

Chevron Corp

1.95144M
Energy

UnitedHealth Group Inc

1.56115M
Healthcare

Procter & Gamble Co

1.38102M
Consumer Defensive

Linde PLC

1.3499M
Basic Materials

The Goldman Sachs Group Inc

1.3298M
Financial Services

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