DFWVX Mutual Fund
DFWVX Mutual Fund
DFWVX Mutual Fund
World ex US Value Portfolio Insti Class
DFWVX Mutual Fund Overview
DFWVX Mutual Fund (World ex US Value Portfolio Insti Class) is managed by Dimensional with $635.8M in net assets. DFWVX expense ratio is 0.37%, holding 3 positions across various sectors. Inception date: 2010-08-23.
DFWVX performance shows a YTD return of 13.43%. The 1-year return is 21.49% and the 5-year return is 13.44%. DFWVX dividend yield stands at 3.47%, paid quarterly.
DFWVX top holdings include Counsel International Value Series O (56.2%), Sa Emerging Markets Value Fund (35.2%), Dimensional ETF Trust Intl Small Cap V (8.5%). Go to all DFWVX holdings, DFWVX sectors, or DFWVX dividends.
DFWVX can be compared against other funds. Use DFWVX overlap to find shared positions, or DFWVX vs another fund for a side-by-side view. DFWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.