(DFLV) Dimensional Trust - Overview
ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 6.067m USD | Total Return: 31.3% in 12m
Avg Turnover: 30.2M
Warnings
No concerns identified
Tailwinds
Supp Ema20
The Dimensional US Large Cap Value ETF (DFLV) utilizes an integrated investment strategy focused on research and portfolio design to target undervalued securities within the United States. The fund maintains a mandate to invest at least 80% of its net assets in large-cap equities, prioritizing companies with lower relative prices and higher profitability metrics.
Large-cap value funds typically invest in mature companies with stable cash flows and established market positions, often characterized by lower price-to-earnings ratios compared to the broader market. This sector frequently includes significant exposure to the financial, industrial, and energy industries, where business models rely on cyclical demand and tangible asset bases. Investors can evaluate these fundamental factors further by reviewing the detailed security breakdowns on ValueRay.
- Interest rate fluctuations influence valuation of underlying financial and industrial sector holdings
- Systematic value factor premiums drive long-term alpha relative to growth-heavy benchmarks
- Institutional capital inflows increase total assets under management and fund liquidity
- U.S. economic growth cycles dictate performance of cyclical large-cap constituent companies
- Tax-efficient management of portfolio turnover minimizes capital gains distributions for investors
As of May 26, 2026, the stock is trading at USD 38.76 with a total of 756,800 shares traded.
Over the past week, the price has changed by +1.87%,
over one month by +3.44%,
over three months by +4.80% and
over the past year by +31.25%.
Dimensional Trust has no consensus analysts rating.