DFFVX Mutual Fund

DFFVX Mutual Fund (DFA US Targeted Value Portfolio) is managed by Dimensional with $17.20B in net assets. DFFVX expense ratio is 0.29%, holding 1247 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2000-02-23.

DFFVX performance shows a YTD return of 19.98%. The 1-year return is 32.90% and the 5-year return is 11.94%. DFFVX dividend yield stands at 1.49%, paid quarterly.

DFFVX top holdings include The Dfa Investment Trust Company (4.3%), Dfa Short Term Investment Fund (4.2%), State Street Institutional US Government Money Market Fund (0.9%), Alcoa Corp (0.8%), Wesco International Inc (0.7%). Go to all DFFVX holdings, DFFVX sectors, or DFFVX dividends.

DFFVX can be compared against other funds. Use DFFVX overlap to find shared positions, or DFFVX vs another fund for a side-by-side view. DFFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.