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Dfa Tax-managed U.s. Targeted Value Portfolio (DTMVX)

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DFA Tax-Managed US Targeted Value historical data, for real-time data please try another search

46.36 +0.39 +0.85%

11/06 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 6.04B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DTMVX Overview

Find basic information about the Dfa Tax-managed U.s. Targeted Value Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DTMVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0%

Prev. Close45.97

Risk Rating

TTM Yield1.11%

ROE5.20%

IssuerDimensional Fund Advisors

Turnover14%

ROA1.66%

Inception Date36140

Total Assets6.04B

Expenses0.45%

Min. InvestmentN/A

Market Cap3.74B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1305	1135	1824	1322	1811	2887
Fund Return	30.47%	13.51%	82.36%	9.77%	12.62%	11.19%
Place in category	141	132	156	219	171	56
% in Category	35	33	38	50	45	22

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	33.49B	11.59	9.74	6.01
DFA US Core Equity 1 I	34.67B	-5.64	10.68	11.03
DFA US Core Equity 2 I	32.79B	-6.03	10.11	10.43
DFA Emerging Markets Core Equity I	28.61B	1.73	5.09	4.12
DFA US Large Cap Value I	23.84B	-2.51	7.13	8.12

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	19.37B	-8.54	5.34	7.47
DFA US Small Cap Value I	15.35B	-13.08	5.08	6.98
DFA US Targeted Value I	12.97B	-11.45	5.42	7.54
Vanguard Small Cap Value Index I	5.79B	-8.54	5.35	7.48
Invesco SmallCapValue Y	3.93B	-10.90	12.68	10.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
Quanta Services Inc	-	0.98	-	-
Darling Ingredients Inc	-	0.83	-	-
Reliance Steel & Aluminum Co	-	0.79	-	-
Arrow Electronics Inc	-	0.71	-	-
PulteGroup Inc	-	0.70	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Buy	Buy
Technical Indicators	Neutral	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Tax-Managed U.	46.36	+0.39	+0.85%