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DFA U.S. Large Cap Value Portfolio Institutional Class (DFLVX)

US Funds

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53.78 +0.85 +1.61%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 22.68B

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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	0.90	0.92	0.02
Shares	99.10	99.10	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.39	15.89
Price to Book	2.22	2.54
Price to Sales	1.45	1.77
Price to Cash Flow	7.99	10.57
Dividend Yield	2.24	2.45
5 Years Earnings Growth	8.60	9.18

Sector Allocation

Name	Net %	Category Average
Financial Services	23.68	21.30
Healthcare	15.01	14.60
Technology	13.53	13.51
Industrials	13.25	11.84
Energy	12.70	7.27
Communication Services	6.53	6.08
Basic Materials	6.04	3.41
Consumer Cyclical	5.07	7.23
Consumer Defensive	3.75	7.91
Real Estate	0.43	3.36
Utilities	0.01	5.24

Region Allocation

Equities

North America
Latin America
Europe Developed

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 336

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	4.76	298.02	-0.12%
Exxon Mobil	US30231G1022	3.29	117.08	+0.05%
J&J	US4781601046	2.51	203.90	+0.41%
Chevron	US1667641005	2.26	149.98	-0.22%
Cisco	US17275R1023	2.10	76.10	+0.87%
Berkshire Hathaway B	US0846707026	1.92	504.04	+0.58%
UnitedHealth	US91324P1021	1.86	319.97	+2.71%
Wells Fargo&Co	US9497461015	1.67	83.11	+0.86%
Goldman Sachs	US38141G1040	1.32	774.03	+0.04%
Linde PLC	IE000S9YS762	1.31	360.600	+0.45%

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.89B	14.48	19.43	13.37
DFA International Core Equity I	36.46B	29.54	20.66	8.34
DFA US Core Equity 2 I	34.82B	14.15	18.72	12.89
DFA Emerging Markets Core Equity I	32B	27.45	20.93	8.52
DFA US Small Cap I	16.5B	5.15	10.68	9.36

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