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DFA US Large Cap Value III DFUVX

Quantitative rating as of
  • NAV / 1-Day Return 28.69  /  0.45 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 2.10%
  • Turnover 15%

Morningstar’s Analysis DFUVX

Will DFUVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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DFA US Large Cap Value III’s parent firm and notable investment philosophy underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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