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DXUVDimensional US Vector Equity ETF

Grow my money1y track recordRanked #835 of 2,998 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2024

Annual Cost

0.25%

#1,139 of 5,861 · low cost

Fund Size

$485M

#1,613 of 5,861 · large

Return (1Y)Goal

+23.5%

Track Record

1 year

#3,708 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,399+24.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 27.4% of fundwell diversified

DIMENSIONAL FUND ADVISORS LP
5.0%
NVIDIA CORPORATION
4.8%
MICROSOFT CORPORATION
4.3%
APPLE INC.
4.0%
AMAZON.COM, INC.
2.7%
META PLATFORMS, INC.
1.9%
ALPHABET INC.
1.7%
ALPHABET INC.
1.5%
ELI LILLY AND COMPANY
0.7%
JPMORGAN CHASE & CO.
0.7%

Asset allocation

Stocks
100.0%

By sector

Technology
24.6%
Financial Services
17.0%
Industrials
14.3%
Consumer Cyclical
11.4%
Healthcare
9.4%
Communication
7.3%
Energy
6.1%
Consumer Defensive
5.4%
Other
4.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.9%Moderate

Year-on-year price swings

Max drawdown
-21.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a diverse portfolio of U.S. equity securities across companies of all sizes, emphasizing lower relative price and higher profitability. The strategy balances long-term expected returns with shorter-term considerations, utilizing a flexible trading approach.
Inception date
September 10, 2024
Fund family
Dimensional Fund Advisors

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Data updated on 2026-08-04