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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 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.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index and tends to be riskier. But it should reward investors that 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 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.66 87.4 Mil
Financial Services

Exxon Mobil Corp

4.38 82.1 Mil
Energy

Chevron Corp

2.40 45.1 Mil
Energy

Berkshire Hathaway Inc Class B

2.00 37.6 Mil
Financial Services

ConocoPhillips

1.61 30.2 Mil
Energy

Cisco Systems Inc

1.52 28.6 Mil
Technology

Comcast Corp Class A

1.47 27.7 Mil
Communication Services

Verizon Communications Inc

1.42 26.6 Mil
Communication Services

Wells Fargo & Co

1.39 26.2 Mil
Financial Services

Elevance Health Inc

1.12 20.9 Mil
Healthcare