Morningstar

DFA U.S. Large Cap Value Portfolio Institutional Class DFLVX

Medalist Rating as of Apr 27, 2026 See Dimensional Investment Hub

Will DFLVX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFLVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A potent large-value portfolio.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index and tends to be riskier. It should reward investors who can weather its volatility.

by Daniel Sotiroff

Rated on Apr 27, 2026 Published on Apr 27, 2026

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