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 $6.08B 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 15.53%. The 1-year return is 21.56% and the 5-year return is 11.12%. DFVEX dividend yield stands at 1.06%, paid quarterly.
DFVEX top holdings include Nvidia Corp (5.5%), Apple, Inc (4.2%), Microsoft Corp (3.9%), Meta Platforms Inc (2.3%), Alphabet Inc. C (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.