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 $630.8M in net assets. DFWVX expense ratio is 0.37%, holding 3 positions across sectors including Unknown. Inception date: 2010-08-23.
DFWVX performance shows a YTD return of 12.01%. The 1-year return is 32.02% and the 5-year return is 13.39%. DFWVX dividend yield stands at 3.40%, paid quarterly.
DFWVX top holdings include The Dfa International Value Series (57.5%), Dimensional Emerging Markets Value Fund Inc (33.6%), Dfa International Small Cap Va Dfa Intl Small Cap Value Pt (8.9%). View all DFWVX holdings, sector breakdown, or dividend history.
DFWVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFWVX alternatives are available via the screener, along with tax-loss harvesting opportunities.