Morningstar

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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional US Large Cap Vector ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.02 33M
Technology

Amazon.com Inc

5.41 29M
Consumer Cyclical

Meta Platforms Inc Class A

4.31 23M
Communication Services

Alphabet Inc Class C

3.02 16M
Communication Services

Alphabet Inc Class A

2.98 16M
Communication Services

JPMorgan Chase & Co

2.85 15M
Financial Services

Micron Technology Inc

2.19 12M
Technology

Johnson & Johnson

2.11 11M
Healthcare

ExxonMobil Holdings Corp

2.07 11M
Energy

Caterpillar Inc

1.42 8M
Industrials

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