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.
- NAV / 1-Day Return 28.69 / 0.45 %
- Total Assets 3.6 Bil
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Adj. Expense Ratio
- 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
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