DFUVX Mutual Fund

NAV$43.71

Fund Essentials - as of Jan 31, 2026

Net Assets
$30.9B
Expense Ratio
0.14%
Dividend Yield (Current)
1.52%
Holdings
1
Inception Date
Feb 2, 1995
Fund Family
Dimensional
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+15.11%
1 Year+29.66%
3 Year+16.67%
5 Year+10.51%
10 Year+11.43%

Asset Allocation

Other: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
DFLVXU.s. Large Cap Value Series100.00%
Top 10 Concentration: 100.00%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.52%
Frequency
Quarterly
Latest Distribution
$1.46
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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DFUVX Mutual Fund Overview

DFUVX Mutual Fund (DFA US Large Cap Value Portfolio) is managed by Dimensional with $30.86B in net assets. DFUVX expense ratio is 0.14%, holding 1 positions across sectors including Unknown. Inception date: 1995-02-02.

DFUVX performance shows a YTD return of 15.11%. The 1-year return is 29.66% and the 5-year return is 10.51%. DFUVX dividend yield stands at 1.52%, paid quarterly.

DFUVX top holdings include U.s. Large Cap Value Series (100.0%). View all DFUVX holdings, sector breakdown, or dividend history.

DFUVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFUVX alternatives are available via the screener, along with tax-loss harvesting opportunities.