DFUVX Mutual Fund
DFUVX Mutual Fund
DFUVX Mutual Fund
DFA US Large Cap Value Portfolio
DFUVX Mutual Fund Overview
DFUVX Mutual Fund (DFA US Large Cap Value Portfolio) is managed by Dimensional with $30.29B in net assets. DFUVX expense ratio is 0.14%, holding 322 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1995-02-02.
DFUVX performance shows a YTD return of 22.31%. The 1-year return is 29.41% and the 5-year return is 11.97%. DFUVX dividend yield stands at 1.44%, paid quarterly.
DFUVX top holdings include Jpmorgan Chase (4.4%), Amazon.Com Inc (3.4%), Exxon Mobil Corp. (3.2%), Micron Technology, Inc. (2.5%), Johnson & Johnson - Common (2.5%). Go to all DFUVX holdings, DFUVX sectors, or DFUVX dividends.
DFUVX can be compared against other funds. Use DFUVX overlap to find shared positions, or DFUVX vs another fund for a side-by-side view. DFUVX alternatives are available via the screener, along with tax-loss harvesting opportunities.