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

US Funds

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51.76 -0.04 -0.08%

14/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.08B

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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	0.91	0.91	0.00
Shares	99.09	99.09	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.47	15.76
Price to Book	1.98	2.47
Price to Sales	1.26	1.69
Price to Cash Flow	8.37	10.41
Dividend Yield	2.45	2.53
5 Years Earnings Growth	9.06	9.53

Sector Allocation

Name	Net %	Category Average
Financial Services	24.01	21.30
Healthcare	15.48	15.20
Industrials	12.77	11.88
Energy	11.72	7.49
Technology	11.60	12.66
Communication Services	7.10	5.56
Basic Materials	6.80	3.41
Consumer Defensive	5.15	8.53
Consumer Cyclical	4.82	6.82
Real Estate	0.53	3.46
Utilities	0.02	5.32

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 327

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	4.69	288.70	+0.64%
Exxon Mobil	US30231G1022	3.80	113.92	-1.31%
Berkshire Hathaway B	US0846707026	2.44	476.31	+0.09%
J&J	US4781601046	2.20	156.82	-0.05%
Cisco	US17275R1023	2.05	67.82	-0.19%
Chevron	US1667641005	1.78	151.65	-2.36%
UnitedHealth	US91324P1021	1.75	300.58	-1.16%
Wells Fargo&Co	US9497461015	1.57	83.43	+1.07%
AT&T	US00206R1023	1.56	27.16	+0.70%
Verizon	US92343V1044	1.37	41.58	-0.10%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.54B	5.09	17.90	12.26
DFA International Core Equity I	35.47B	21.59	16.10	7.16
DFA US Core Equity 2 I	35.08B	4.78	17.34	11.64
DFA Emerging Markets Core Equity I	30.43B	13.94	11.61	5.97
DFA US Small Cap I	16.65B	-1.27	11.33	8.18

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