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Dimensional US Large Cap Vector ETF DFVX

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

Morningstar’s Analysis DFVX

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

  • People Pillar

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

A sound investment process and strong management team underpin Dimensional US Large Cap Vector ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFVX

More DFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.37 9.4 Mil
Consumer Cyclical

Microsoft Corp

4.77 8.4 Mil
Technology

Meta Platforms Inc Class A

3.99 7.0 Mil
Communication Services

Exxon Mobil Corp

2.62 4.6 Mil
Energy

JPMorgan Chase & Co

2.51 4.4 Mil
Financial Services

Alphabet Inc Class C

2.43 4.3 Mil
Communication Services

Johnson & Johnson

2.42 4.3 Mil
Healthcare

Alphabet Inc Class A

2.21 3.9 Mil
Communication Services

S&P 500 Emini Fut Jun24

1.79 3.1 Mil
—

Broadcom Inc

1.72 3.0 Mil
Technology