DFUV
Dimensional - US Marketwide Value ETF
1W: +1.9%
1M: +0.5%
3M: +8.7%
YTD: +18.0%
1Y: +29.3%
3Y: +62.8%
$55.80
+0.21 (+0.38%)
Weekly Expected Move ±1.1%
$54
$55
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$15.4B
Holdings1,328
Top 10 Wt25.8%
Volume450,357
Avg Volume420,685
Beta0.80
Portfolio Fundamentals
P/E22.9
P/B3.4
Div Yield1.68%
ROE15.4%
% Profitable83%
Inception2022-05-09
Sector Allocation
Financial Services
22.8%
Healthcare
15.1%
Technology
13.6%
Industrials
12.8%
Energy
12.1%
Consumer Cyclical
7.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | JPM | 4.53% | $696.4M | 1,971,648 |
| 2 | EXXONMOBIL HOLDINGS CORP | XOM | 3.26% | $501.3M | 3,193,948 |
| 3 | MICRON TECHNOLOGY INC. | MU | 3.21% | $493.7M | 536,050 |
| 4 | AMAZON.COM INC. | AMZN | 2.97% | $456.8M | 1,967,911 |
| 5 | JOHNSON & JOHNSON | JNJ | 2.95% | $454.3M | 1,724,566 |
| 6 | BERKSHIRE HATHAWAY CL-B | BRK-B | 2.64% | $406.2M | 820,803 |
| 7 | CHEVRON CORP. | CVX | 1.98% | $304.8M | 1,564,753 |
| 8 | CISCO SYSTEMS INC. | CSCO | 1.48% | $228.0M | 1,997,238 |
| 9 | UNITEDHEALTH GROUP INC. | UNH | 1.44% | $221.9M | 527,462 |
| 10 | BANK OF AMERICA CORP | BAC | 1.33% | $204.9M | 3,301,913 |