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Dfa U.s. Large Cap Value Portfolio Institutional Class (DFLVX)

US Funds

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52.72 +0.61 +1.17%

21/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.08B

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DFLVX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA US Large Cap Value I (DFLVX) fund. Our DFA US Large Cap Value I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.74	0.82	0.08
Stocks	99.25	99.25	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.40	15.32
Price to Book	2.02	2.46
Price to Sales	1.32	1.68
Price to Cash Flow	9.30	10.49
Dividend Yield	2.28	2.53
5 Years Earnings Growth	8.43	9.63

Sector Allocation

Name	Net %	Category Average
Financial Services	22.83	20.20
Healthcare	15.61	15.55
Energy	12.76	7.88
Industrials	12.32	11.77
Technology	11.66	12.69
Basic Materials	7.00	3.74
Communication Services	6.02	5.42
Consumer Cyclical	5.85	6.65
Consumer Defensive	5.04	8.63
Real Estate	0.54	3.77
Utilities	0.36	5.35

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 332

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Exxon Mobil	US30231G1022	4.87	121.93	+1.34%
JPMorgan	US46625H1005	4.73	244.76	+1.65%
Berkshire Hathaway B	US0846707026	2.50	472.06	+0.69%
Chevron	US1667641005	1.80	161.63	+0.19%
Cisco	US17275R1023	1.62	57.56	+0.10%
UnitedHealth	US91324P1021	1.37	597.49	-0.50%
Pfizer	US7170811035	1.31	25.13	+0.76%
Comcast	US20030N1019	1.30	43.50	+1.19%
Goldman Sachs	US38141G1040	1.27	596.11	+2.44%
Verizon	US92343V1044	1.24	42.50	+0.66%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.61B	18.75	8.68	11.96
DFA US Core Equity 2 I	34.96B	18.07	8.52	11.41
DFA International Core Equity I	30.46B	6.51	2.60	5.71
DFA Emerging Markets Core Equity I	27.84B	10.46	2.29	4.58
DFA US Small Cap Value I	17.51B	7.80	8.46	8.65

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Large Cap .	52.72	+0.61	+1.17%