Morningstar

Dimensional US Marketwide Value ETF DFUV

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFUV

Will DFUV outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFUV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFUV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFUV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dimensional US Marketwide Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFUV

More DFUV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.31 483.2 Mil
Financial Services

Exxon Mobil Corp

4.13 463.9 Mil
Energy

Berkshire Hathaway Inc Class B

3.19 357.8 Mil
Financial Services

Chevron Corp

1.99 223.3 Mil
Energy

Comcast Corp Class A

1.42 159.5 Mil
Communication Services

Bank of America Corp

1.36 152.4 Mil
Financial Services

Cisco Systems Inc

1.34 150.2 Mil
Technology

Verizon Communications Inc

1.30 146.2 Mil
Communication Services

AT&T Inc

1.20 134.6 Mil
Communication Services

Thermo Fisher Scientific Inc

1.19 134.0 Mil
Healthcare

Sponsor Center