DFUV
Dimensional - US Marketwide Value ETF
1W: -0.8%
1M: -3.2%
3M: +0.7%
YTD: +17.7%
1Y: +24.4%
3Y: +69.5%
$55.48
+0.29 (+0.53%)
Weekly Expected Move ±1.2%
$54
$55
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$15.3B
Holdings1,322
Top 10 Wt26.9%
Volume245,505
Avg Volume398,426
Beta0.80
Portfolio Fundamentals
P/E18.5
P/B3.3
Div Yield1.72%
ROE19.3%
% Profitable88%
Inception2022-05-09
Sector Allocation
Financial Services
21.5%
Healthcare
15.5%
Technology
14.1%
Energy
12.4%
Industrials
11.6%
Consumer Cyclical
8.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | JPM | 4.31% | $655.9M | 1,957,959 |
| 2 | AMAZON.COM INC. | AMZN | 3.77% | $573.7M | 2,325,859 |
| 3 | EXXONMOBIL HOLDINGS CORP | XOM | 3.38% | $513.7M | 3,183,775 |
| 4 | MICRON TECHNOLOGY INC. | MU | 3.11% | $472.7M | 443,828 |
| 5 | JOHNSON & JOHNSON | JNJ | 2.90% | $441.7M | 1,650,692 |
| 6 | BERKSHIRE HATHAWAY CL-B | BRK-B | 2.82% | $428.5M | 852,913 |
| 7 | CHEVRON CORP. | CVX | 2.08% | $315.6M | 1,544,089 |
| 8 | META PLATFORMS INC | META | 1.58% | $240.4M | 325,430 |
| 9 | INTEL CORP | INTC | 1.57% | $239.5M | 2,065,494 |
| 10 | CISCO SYSTEMS INC. | CSCO | 1.34% | $204.0M | 1,907,614 |