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 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.68 338M
Consumer Cyclical

JPMorgan Chase & Co

4.46 322M
Financial Services

ExxonMobil Holdings Corp

4.07 293M
Energy

Meta Platforms Inc Class A

2.23 161M
Communication Services

Johnson & Johnson

2.21 159M
Healthcare

Chevron Corp

2.09 151M
Energy

Berkshire Hathaway Inc Class B

2.01 145M
Financial Services

UnitedHealth Group Inc

1.55 112M
Healthcare

Procter & Gamble Co

1.33 96M
Consumer Defensive

Linde PLC

1.33 96M
Basic Materials

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