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Dimensional - US Large Cap Value (DFLV) ETF Holdings & Analysis
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What DFLV does
To fulfill its investment goals, the fund's Advisor utilizes a comprehensive, unified strategy. This approach seamlessly integrates several key functions: in-depth research, thoughtful portfolio construction, active management, and efficient trading. Furthermore, as an operational guideline rather than an unchangeable rule, the portfolio typically allocates a minimum of 80% of its total assets to securities issued by large-capitalization U.S. companies, under standard market conditions.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AMAZON.COM INC. | 4.88% | |
| JPMORGAN CHASE & CO | 4.43% | |
| EXXONMOBIL HOLDINGS CORP | 4.05% | |
| CHEVRON CORP. | 2.10% | |
| BERKSHIRE HATHAWAY CL-B | 2.02% | |
| META PLATFORMS INC | 1.92% | |
| UNITEDHEALTH GROUP INC. | 1.57% | |
| GOLDMAN SACHS GROUP INC. | 1.33% | |
| NEW LINDE PLC | 1.32% | |
| PROCTER & GAMBLE CO/THE | 1.32% |
Sector allocation
| Financial Services | 21.70% |
| Energy | 14.56% |
| Healthcare | 13.72% |
| Industrials | 12.57% |
| Technology | 8.39% |
| Consumer Cyclical | 7.86% |
| Basic Materials | 6.71% |
| Communication Services | 6.27% |
| Consumer Defensive | 4.94% |
| Cash & Others | 2.91% |
| Real Estate | 0.35% |
Geographic allocation
| United States | 93.97% |
| Ireland | 2.25% |
| United Kingdom | 1.60% |
| Switzerland | 0.98% |
| Netherlands | 0.61% |
| Bermuda | 0.38% |
| Other | 0.21% |
| Sweden | — |
| Spain | — |
PortView Portfolio Insights
PortView analyzes how DFLV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does DFLV track?
- DFLV is the Dimensional - US Large Cap Value ETF, a Other ETF.
- What is the expense ratio of DFLV?
- Expense ratio data for DFLV is shown on the page when available from our data provider.
- What are the largest holdings in DFLV?
- Top holdings include AMZN, JPM, XOM, CVX, BRK-B.
- How can PortView analyze DFLV overlap with other ETFs?
- PortView computes the holdings overlap between DFLV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.