DFVEX Mutual Fund
DFVEX Mutual Fund
US Vector Equity Portfolio
DFVEX Mutual Fund Overview
DFVEX Mutual Fund (US Vector Equity Portfolio) is managed by Dimensional with $5.56B in net assets. DFVEX expense ratio is 0.24%, holding 2042 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2005-12-30.
DFVEX performance shows a YTD return of 12.18%. The 1-year return is 25.14% and the 5-year return is 10.84%. DFVEX dividend yield stands at 1.10%, paid quarterly.
DFVEX top holdings include Nvidia Corp. (5.5%), Apple, Inc (4.2%), Microsoft Corp 4.100 Feb 06 37 (3.9%), Meta Platforms, Inc. (2.3%), Alphabet Inc. C (2.2%). View all DFVEX holdings, sector breakdown, or dividend history.
DFVEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFVEX alternatives are available via the screener, along with tax-loss harvesting opportunities.