DFWVX Mutual Fund

DFWVX Mutual Fund (World ex US Value Portfolio Insti Class) is managed by Dimensional with $657.9M 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 15.79%. The 1-year return is 34.22% and the 5-year return is 14.23%. DFWVX dividend yield stands at 3.33%, 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%). 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.