DFVX – Dimensional ETF Trust
Dimensional ETF Trust (DFVX) is a Large Value ETF, issued by Dimensional Fund Advisors, $437M in assets, 0.22% expense ratio.
Returns as of Oct 23, 2026: 1 week -0.7%, 1 year +13.4%.
Targets U.S. large-cap companies with higher profitability and lower relative prices. Invests 80% in equity securities using an integrated research approach.
Top holdings
- MSFT – Microsoft Corporation, 5.2%
- AMZN – Amazon.com Inc, 4.9%
- GOOGL – Alphabet Inc Class A, 4.0%
- META – Meta Platforms Inc., 3.9%
- GOOG – Alphabet Inc Class C, 3.7%
- JPM – JPMorgan Chase & Co, 2.7%
- JNJ – Johnson & Johnson, 2.2%
- XOM – Exxon Mobil Corp, 2.0%
- V – Visa Inc. Class A, 1.4%
- CAT – Caterpillar Inc, 1.3%
- WMT – Walmart Inc. Common Stock, 1.3%
- CVX – Chevron Corp, 1.3%
- PG – Procter & Gamble Company, 1.2%
- IBM – International Business Machines, 1.2%
- ORCL – Oracle Corporation, 1.1%
- COST – Costco Wholesale Corp, 1.1%
- MRK – Merck & Company Inc, 1.0%
- AXP – American Express Company, 1.0%
- GILD – Gilead Sciences Inc, 0.9%
- PEP – PepsiCo Inc, 0.9%
- KLAC – KLA-Tencor Corporation, 0.8%
- KO – The Coca-Cola Company, 0.8%
- AMGN – Amgen Inc, 0.8%
- MS – Morgan Stanley, 0.7%
- VZ – Verizon Communications Inc, 0.7%