DFUVX Fund Comparisons

DFUVX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include DFLVX, DFLV, DFUV. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
DFUVX
Name
U.S. LARGE CAP VALUE PORTFOLIO III
Type
Mutual Fund
Originator
Dimensional
Asset class
equity
Net expense ratio
0.14%
AUM
$4.5B

Comparable Funds

FundQuant reviewed 1,851 active searchable funds, 415 ETFs, 1,434 mutual funds and returned 3 comparable funds for DFUVX.

  1. DFLVX - U.S. LARGE CAP VALUE PORTFOLIO (Mutual Fund; DFA Investment Dimensions; equity; Closest Fit; fit score 97)
  2. DFLV - Dimensional US Large Cap Value ETF (1940 Act ETF; Dimensional; equity; Closest Fit; fit score 93)
  3. DFUV - Dimensional US Marketwide Value ETF (1940 Act ETF; Dimensional; equity; Strong Fit; fit score 89)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/DFUVX/comps