Fund report

US-listed

DFUV

The investment objective is to achieve long-term capital appreciation.
Dimensional US Marketwide Value ETF
Dimensional (DFA)

1,337 holdings as of 2026-04-30 · top 10 = 25.4% · TER 0.21% · P/E 20.0

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Concentration
Moderately concentratedtop 10 = 25.4%
diversifiedconcentrated
GROWTH · PRICE DEVELOPMENTrebased to 0%
Holdings
1,337
as of 2026-04-30
Top 10
25.4%
TER
0.21%
cheaper than 82% of peers
Net assets
US$14.4B
Largest
4.3%
P / E
20.0
covers 94% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
First listed
2022-05-06
Volatility 1Y
11.7%
How it tracks
Actively managed
Lends its stock
Yes
02Valuation and performance
market price return · as of 2026-09-03
1M
+1.7%
3M
+5.6%
6M
+16.5%
YTD
+23.8%
1Y
+31.0%
Valuation1,283 companies covered · weighted, profitable holdings only
20.0
price / earnings
MethodologyCompany-data coverageThe rest is 4% loss-making companies, which carry no P/E by the positive-earner convention; 2% bonds, cash or other non-equity.
4.6%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 98% by weight
2.65
price / book
covers 93% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-04-30
#CompanyIdentifierWeight
1JPMorgan Chase & Co USJPM
4.2
2Exxon Mobil Corp USXOM
3.5
3Micron Technology Inc USMU
3.0
4BERKSHIRE HATHAWAY INC. USBRK/B
2.6
5JOHNSON & JOHNSON USJNJ
2.5
6AMAZON.COM INC USAMZN
2.3
7Chevron Corp USCVX
2.1
8CISCO SYSTEMS, INC. USCSCO
1.8
9DIMENSIONAL FUND ADVISORS LP USUS23320U4058
1.8
10UnitedHealth Group Inc USUNH
1.4
11Intel Corp USINTC
1.3
12Linde PLC IELIN
1.2
13ADVANCED MICRO DEVICES USAMD
1.2
14Verizon Communications Inc USVZ
1.1
15AT&T Inc UST
1.1
16Bank of America Corp USBAC
1.1
17THE GOLDMAN SACHS GROUP, INC. USGS
1.0
18Wells Fargo & Co USWFC
0.9
19ConocoPhillips USCOP
0.9
20RTX Corp USRTX
0.8
21Pfizer Inc USPFE
0.8
22DEERE & CO USDE
0.8
23Abbott Laboratories USABT
0.7
24Newmont Corp USNEM
0.7
25CITIGROUP INC. USC
0.7
26Walt Disney Co/The USDIS
0.6
27Thermo Fisher Scientific Inc USTMO
0.6
28ANALOG DEVICES, INC. USADI
0.6
29MORGAN STANLEY USMS
0.6
30Bristol-Myers Squibb Co USBMY
0.6
31Salesforce Inc USCRM
0.5
32Merck & Co Inc USMRK
0.5
33Comcast Corp USCMCSA
0.5
34T-MOBILE US, INC. USTMUS
0.5
35FEDEX CORPORATION USFDX
0.5
36FREEPORT-MCMORAN INC. USFCX
0.5
37SLB Ltd USSLB
0.5
38Medtronic PLC IEMDT
0.4
39EOG Resources Inc USEOG
0.4
40General Dynamics Corp USGD
0.4
41Vertex Pharmaceuticals Inc USVRTX
0.4
42GENERAL MOTORS COMPANY USGM
0.4
43THE WILLIAMS COMPANIES, INC. USWMB
0.4
44Chubb Limited CHCB
0.4
45Marathon Petroleum Corp USMPC
0.4
46Northrop Grumman Corporation USNOC
0.4
47Mondelez International Inc USMDLZ
0.4
48CSX Corporation USCSX
0.4
49EMERSON ELECTRIC CO. USEMR
0.4
50The Bank of New York Mellon Corporation USBK
0.4
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04Exposure
Equity 98.2%Cash 1.8%
By sector
Financial Services22.2%
Industrials14.4%
Technology14.3%
Healthcare13.6%
Energy12.8%
Consumer Cyclical6.7%
Materials6.6%
Communication Services5.1%
Consumer Defensive3.4%
Real Estate0.4%
Utilities0.1%
By country
USUnited States95.4%
IEIreland3.8%
CHSwitzerland0.8%
BMBermuda0.7%
NLNetherlands0.4%
GBUnited Kingdom0.3%
PRPR0.1%
JEJersey0.1%
CurrencyUSD 96.2% EUR 4.2% CHF 0.8% GBP 0.3% CAD 0.1%
05Similar funds
funds with comparable exposure
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the US total market (VTI)
1,266 shared companies
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VOO
the S&P 500 (VOO)
279 shared companies
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VT
the world portfolio (VT)
896 shared companies
22.3%compare →

Ranked by how much of their holdings you already own through this fund. Overlap by weight where shown.

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