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Dimensional US Large Cap Vector (DFVX) ETF Holdings & Analysis
ETFOther
What DFVX does
The Fund seeks to achieve long-term capital appreciation. The Advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of large cap US companies.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| MICROSOFT CORP | 5.97% | |
| AMAZON.COM INC. | 4.97% | |
| META PLATFORMS INC | 4.07% | |
| ALPHABET INC | 2.81% | |
| JPMORGAN CHASE & CO | 2.80% | |
| ALPHABET INC - CLASS A | 2.79% | |
| CASH AND CASH EQUIVALENTS | 2.55% | |
| MICRON TECHNOLOGY INC. | 2.32% | |
| EXXONMOBIL HOLDINGS CORP | 2.20% | |
| JOHNSON & JOHNSON | 2.18% |
Sector allocation
| Basic Materials | 3.37% |
| Communication Services | 13.03% |
| Consumer Cyclical | 11.55% |
| Consumer Defensive | 7.07% |
| Energy | 7.84% |
| Financial Services | 13.40% |
| Healthcare | 10.42% |
| Industrials | 14.30% |
| Real Estate | 0.14% |
| Technology | 18.48% |
| Utilities | 0.40% |
Geographic allocation
| United States | 96.43% |
| Ireland | 1.70% |
| United Kingdom | 0.96% |
| Netherlands | 0.25% |
| Other | 0.24% |
| Switzerland | 0.21% |
| Bermuda | 0.21% |
PortView Portfolio Insights
PortView analyzes how DFVX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze DFVX in PortView →Related securities
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Frequently asked questions
- What does DFVX track?
- DFVX is the Dimensional US Large Cap Vector ETF, a Other ETF.
- What is the expense ratio of DFVX?
- Expense ratio data for DFVX is shown on the page when available from our data provider.
- What are the largest holdings in DFVX?
- Top holdings include MSFT, AMZN, META, GOOG, JPM.
- How can PortView analyze DFVX overlap with other ETFs?
- PortView computes the holdings overlap between DFVX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.