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DFVX
+4.40 · +6.12%
$76.32 · NYSE ARCA

Dimensional ETF Trust (DFVX) ETF Analysis | Large Value

Dimensional Fund Advisors · USA
AUM:$452.7M
#– 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 15.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.22% — competitive for the exposure provided.

What is DFVX?

The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DFVX delivered 15.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.22% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 29.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$452.7M
Expense Ratio0.22%
Dividend Yield1.16%
Holdings50
Inception DateNov 2023
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta–
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would DFVX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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

Performance Metrics

Historical returns

6M
+9.6%
1Y
+20.7%
3Y
+72.3%
5Y
+72.3%
OpenBook InsightIf you had invested £10,000 in DFVX 5 years ago, it would have grown to £17,229 — a gain of £7,229.

Annual Returns

Calendar year performance

DFVX delivered positive returns in 4 of the last 4 calendar years.
YearDFVX
2026 YTD+15.0%
2025+15.5%
2024+17.8%
2023+9.9%
CAGR 3yr+14.3%
4/4 positive yearsAvg return: +14.5%Worst year: +9.9% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.3%
Low
Momentum
+4.1%
30-day change
Support Level
84.99
Key floor
Key Insights
  • 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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