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DFLV

Dimensional - US Large Cap Value ETF
1W: +0.1% 1M: +3.0% 3M: +3.4% YTD: +11.1% 1Y: +28.4% 3Y: +70.1%
$38.76
+0.29 (+0.75%)
 
Weekly Expected Move ±1.3%
$37 $38 $38 $39 $39
ETF AMEX · AUM $5.9B
Key Statistics
AUM$5.9B
Holdings335
Top 10 Wt26.5%
Volume721,680
Avg Volume1,064,622
Beta0.80
Portfolio Fundamentals
P/E22.9
P/B3.5
Div Yield1.83%
ROE16.0%
% Profitable91%
Inception2022-12-07
Sector Allocation
Financial Services 20.7%
Energy 15.1%
Technology 14.4%
Healthcare 13.5%
Industrials 13.0%
Consumer Cyclical 7.3%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE & CO JPM 4.39% $265.6M 879,583
2 EXXON MOBIL CORP. XOM 4.02% $243.2M 1,556,071
3 MICRON TECHNOLOGY INC. MU 3.77% $227.6M 310,942
4 AMAZON.COM INC. AMZN 3.12% $188.6M 711,830
5 JOHNSON & JOHNSON JNJ 2.38% $144.0M 628,039
6 CISCO SYSTEMS INC. CSCO 2.31% $139.3M 1,218,467
7 CHEVRON CORP. CVX 1.98% $119.8M 625,932
8 BERKSHIRE HATHAWAY CL-B BRK-B 1.71% $103.2M 214,579
9 UNITEDHEALTH GROUP INC. UNH 1.44% $87.3M 227,716
10 PROCTER & GAMBLE CO/THE PG 1.35% $81.9M 574,769

Recent Holding Changes

Date Holding Change Details
2026-05-22 MDLZ Changed 539077 → 540187
2026-05-22 GD Changed 83563 → 83792
2026-05-22 SCHW Changed 80549 → 82554
2026-05-22 DOW Changed 21818 → 23388
2026-05-22 MET Changed 399415 → 400899

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms