DFVX
Dimensional US Large Cap Vector ETF
📎 Investment Objective
The Dimensional US Large Cap Vector ETF (DFVX) seeks to provide exposure to a diversified portfolio of large-capitalization U.S. stocks with the goal of delivering long-term capital appreciation.
Overview
ETF tracking Dimensional US Large Cap Vector ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Dimensional US Large Cap Vector ETF (DFVX) seeks to provide exposure to a diversified portfolio of large-capitalization U.S. stocks with the goal of delivering long-term capital appreciation.
🎯 Investment Strategy
The ETF invests in a broad range of large-cap U.S. companies, seeking to capture the returns of the U.S. large-cap equity market. The fund's portfolio is constructed using a systematic, evidence-based approach that aims to enhance returns by tilting towards stocks with certain characteristics, such as lower relative price and higher profitability.
✨ Key Features
- Broad exposure to the U.S. large-cap equity market
- Systematic, evidence-based investment approach that seeks to enhance returns
- Low-cost, passively managed fund with an expense ratio of 0.00%
- Relatively new ETF with limited performance history
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may fluctuate due to general market conditions
- Concentration risk: The fund's focus on large-cap U.S. stocks may result in less diversification compared to broader market indexes
- Style risk: The fund's emphasis on certain stock characteristics may underperform the broader market during certain market conditions
- Liquidity risk: As a new ETF, the fund may have lower trading volume and liquidity compared to more established funds
👤 Best For
The Dimensional US Large Cap Vector ETF may be suitable for long-term investors seeking broad exposure to the U.S. large-cap equity market with the potential for enhanced returns through a systematic, evidence-based investment approach. Investors should be comfortable with the fund's investment strategy and risks, and have a long-term investment horizon.