DFUVDimensional US Marketwide Value ETF
Seeks long-term capital appreciation.
By Dimensional Fund Advisors · Launched 1998
Annual Cost
0.21%
#1,034 of 6,040 · low cost
Fund Size
$15.7B
#190 of 6,040 · large
Return (1Y)
+28.8%
Track Record
27 years
#57 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,839+28.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 25.8% of funddiversified
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
22.2%
Healthcare
15.5%
Technology
13.3%
Industrials
12.4%
Energy
12.4%
Consumer Cyclical
8.2%
Communication
6.1%
Basic Materials
5.8%
Other
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.7%Moderate
Year-on-year price swings
Max drawdown
-17.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.49Good 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 2026-09-18