DFUVDimensional US Marketwide Value ETF
Seeks long-term capital appreciation.
By Dimensional Fund Advisors · Launched 1998
Annual Cost
0.21%
#1,002 of 5,861 · low cost
Fund Size
$15.3B
#194 of 5,861 · large
Return (1Y)Goal
+31.4%
Track Record
27 years
#55 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,463+34.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 25.8% of fund✓ well diversified
JPMORGAN CHASE & CO.
4.3%
EXXON MOBIL CORPORATION
3.6%
MICRON TECHNOLOGY, INC.
3.1%
BERKSHIRE HATHAWAY INC.
2.6%
JOHNSON & JOHNSON
2.6%
AMAZON.COM, INC.
2.4%
CHEVRON CORPORATION
2.1%
CISCO SYSTEMS, INC.
1.9%
DIMENSIONAL FUND ADVISORS LP
1.9%
UNITEDHEALTH GROUP INCORPORATED
1.5%
Asset allocation
Stocks
100.0%
By sector
Financial Services
21.6%
Technology
17.6%
Healthcare
14.5%
Industrials
13.6%
Energy
10.9%
Consumer Cyclical
7.5%
Basic Materials
5.6%
Communication
4.7%
Other
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.0%Moderate
Year-on-year price swings
Max drawdown
-17.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.37Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a diverse portfolio of U.S. companies, focusing on lower relative price stocks across all market capitalizations. The strategy emphasizes long-term expected returns while balancing risk through broad diversification.
- Inception date
- December 16, 1998
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-04