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DFUVX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

DFA US Large Cap Value III (DFUVX) Ownership - Who owns DFA US Large Cap Value III?

The investment seeks long-term capital appreciation... Show more

Category: #Large Value

Profile

Category
Large Value
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.14
Min. Initial Investment
N/A
Fund Existence
about 30 years
Turnover
13.00
Front Load
N/A
Net Assets
3693664800.00
Manager Tenure
N/A

Fundamentals

DFUVX
Net Assets
3.69B
Fund Existence
about 30 years
Turnover
13.00
Total Expense Ratio
0.14
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.24
Assets in Top Ten Holdings
846M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.69B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.21
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
328.00
Number of Net Holdings
328.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
22.46%
Gain YTD
2.495
Annual Yield % from dividends
1.85
Returns for 1 year
8.80
Returns for 3 years
15.75
Returns for 5 years
75.05
Returns for 10 years
42.61
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com