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.
Dimensional US Marketwide Value ETF DFUV
Morningstar’s Analysis DFUV
Will DFUV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Micron Technology Inc | 5.49 | 839M | Technology |
JPMorgan Chase & Co | 4.05 | 619M | Financial Services |
Exxon Mobil Corp | 3.17 | 484M | Energy |
Johnson & Johnson | 2.73 | 417M | Healthcare |
Berkshire Hathaway Inc Class B | 2.54 | 388M | Financial Services |
Amazon.com Inc | 2.17 | 331M | Consumer Cyclical |
Chevron Corp | 1.91 | 292M | Energy |
Cisco Systems Inc | 1.61 | 247M | Technology |
Intel Corp | 1.50 | 229M | Technology |
E-mini S&P 500 Future June 26 | 1.35 | 207M | — |
United States