Strength in DFA US Large Cap Value III’s Parent Pillar and People Pillar drive this strategy's Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 26.14 / 1.02 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
0.130%
- Expense Ratio 0.130%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Limited
- TTM Yield 2.09%
- Turnover 10%
Morningstar’s Analysis DFUVX
Will DFUVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 355
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector