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DFUV
+3.78 · +8.46%
$48.43 · NYSE ARCA

Dimensional US Marketwide Value ETF (DFUV) ETF Analysis | Large Value

Dimensional Fund Advisors · USA
AUM:$13.9B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.21% — competitive for the exposure provided.

What is DFUV?

The ETF is designed to purchase a broad and diverse group of securities of U. companies that the Advisor determines to be value stocks.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DFUV delivered 20.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.21% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 23.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$13.9B
Expense Ratio0.21%
Dividend Yield1.48%
Holdings50
Inception DateDec 1998
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta0.91
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would DFUV affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.7%
1Y
+30.2%
3Y
+70.1%
5Y
+82.8%
OpenBook InsightIf you had invested £10,000 in DFUV 5 years ago, it would have grown to £18,281 — a gain of £8,281.

Annual Returns

Calendar year performance

DFUV delivered positive returns in 5 of the last 5 calendar years.
YearDFUV
2026 YTD+21.8%
2025+16.0%
2024+11.6%
2023+13.7%
2022+1.2%
CAGR 4yr+10.5%
5/5 positive yearsAvg return: +12.9%Worst year: +1.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.4%
Low
Momentum
+4.8%
30-day change
Support Level
56.02
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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