Morningstar

Dimensional US Large Cap Value ETF DFLV

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFLV

Will DFLV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A potent large-value portfolio.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index and tends to be riskier. It should reward investors who can weather its volatility.

by Daniel Sotiroff
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFLV

More DFLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.56 317M
Financial Services

Amazon.com Inc

4.47 311M
Consumer Cyclical

ExxonMobil Holdings Corp

3.73 260M
Energy

Meta Platforms Inc Class A

2.42 169M
Communication Services

Johnson & Johnson

2.41 168M
Healthcare

Chevron Corp

1.93 134M
Energy

Berkshire Hathaway Inc Class B

1.92 134M
Financial Services

Micron Technology Inc

1.53 106M
Technology

UnitedHealth Group Inc

1.45 101M
Healthcare

Procter & Gamble Co

1.27 89M
Consumer Defensive

Sponsor Center