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DFA U.S. Large Cap Value Portfolio Institutional Class (DFLVX)

US Funds

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66.32 +0.19 +0.29%

05/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 25.23B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFLVX Overview

Find basic information about the DFA U.S. Large Cap Value Portfolio Institutional Class 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 DFLVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change21.61%

Prev. Close66.13

Risk Rating

TTM Yield1.39%

ROE16.67%

IssuerDimensional Fund Advisors

Turnover6%

ROA6.40%

Inception DateFeb 19, 1993

Total Assets25.23B

Expenses0.32%

Min. InvestmentN/A

Market Cap129.2B

CategoryLarge Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1222	1067	1293	1700	1753	3086
Fund Return	22.22%	6.75%	29.3%	19.34%	11.88%	11.93%
Place in category	131	431	127	251	294	315
% in Category	13	37	14	29	33	42

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	41.99B	15.34	20.33	10.28
DFA US Core Equity 1 I	41.57B	14.45	19.73	14.41
DFA US Core Equity 2 I	38.81B	14.50	19.42	13.99
DFA Emerging Markets Core Equity I	38.02B	20.56	20.87	9.61
DFA US Small Cap I	18.9B	18.02	15.30	10.74

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Washington Mutual A	98.94B	9.83	17.99	13.38
Dodge & Cox Stock	69.47B	11.65	15.85	13.14
Vanguard Equity-Income Adm	62.62B	12.93	17.05	12.03
Vanguard Windsor II Admiral	57.02B	14.87	18.83	13.39
American Funds Washington Mutual R6	49.25B	10.05	18.34	13.71

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	-	4.44	333.21	+0.75%
Amazon.com	-	3.41	252.74	+0.53%
Exxonmobil Holdings	-	3.21	164.04	+0.02%
Micron	-	2.54	1,067.74	+0.36%
J&J	-	2.49	252.42	-0.20%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Large Cap .	66.32	+0.19	+0.29%