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DFUVDimensional US Marketwide Value ETF

Grow my money#119 of 2944 for Grow my money

Seeks long-term capital appreciation through U.S. marketwide value equities.

Dimensional Fund Advisors · Since 1998 (27 years)

Annual Cost

0.21%

#929 out of 5,332 ETFs

Fund Size

$13.4B

#183 out of 5,332 ETFs

Dividend Yield

1.51%

Track Record

27 years

#56 out of 5,332 ETFs

Performance

1 Year

+33.6%

3 Years

+18.5%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Factor
value

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
21.9%
Healthcare
14.2%
Energy
14.0%
Industrials
13.8%
Technology
13.5%
Consumer Cyclical
6.7%
Basic Materials
6.0%
Communication
5.9%
Other
4.0%

Top holdings

JPMorgan Chase & CoJPM4.3%
Exxon Mobil CorpXOM4.2%
Johnson & JohnsonJNJ2.9%
Berkshire Hathaway Inc Class BBRK-B2.8%
Chevron CorpCVX2.4%
Micron Technology IncMU2.2%
Cisco Systems IncCSCO1.7%
Amazon.com IncAMZN1.7%
AT&T IncT1.3%
Verizon Communications IncVZ1.2%

Risk profile

Volatility (1Y)

12.3%

Moderate

Max drawdown

-17.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.99

Decent risk-adjusted returns

Sortino (3Y)

1.46

Good downside protection

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Data updated on 2026-05-05