DFVEX Mutual Fund
DFVEX Mutual Fund
DFVEX Mutual Fund
US Vector Equity Portfolio
DFVEX Mutual Fund Overview
DFVEX Mutual Fund (US Vector Equity Portfolio) is managed by Dimensional with $5.58B in net assets. DFVEX expense ratio is 0.24%, holding 2001 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-12-30.
DFVEX performance shows a YTD return of 13.55%. The 1-year return is 24.17% and the 5-year return is 10.99%. DFVEX dividend yield stands at 1.06%, paid quarterly.
DFVEX top holdings include Nvidia Corp. (5.5%), Apple, Inc (4.2%), Microsoft Corp 4.100 Feb 06 37 (3.9%), Meta Platforms, Inc. (2.3%), Alphabet Inc (2.2%). Go to all DFVEX holdings, DFVEX sectors, or DFVEX dividends.
DFVEX can be compared against other funds. Use DFVEX overlap to find shared positions, or DFVEX vs another fund for a side-by-side view. DFVEX alternatives are available via the screener, along with tax-loss harvesting opportunities.