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DFUVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
3.66B

DFUVX DFA US Large Cap Value III Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), Intel Corp (NASDAQ:INTC), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), Elevance Health (NYSE:ELV).

Industry description

The investment seeks long-term capital appreciation. The U.S. Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Large Cap Value Series (the "U.S. Value Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the U.S. Value Portfolio. As a non-fundamental policy, under normal circumstances, the U.S. Value Series will invest at least 80% of its net assets in securities of large cap U.S. companies.

Market Cap

The average market capitalization across the DFA US Large Cap Value III MF is 246.34B. The market cap for tickers in the group ranges from 120.45B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is ELV at 120.45B.

Volume

The average weekly volume growth across all stocks in the DFA US Large Cap Value III MF was 5%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 55
P/E Growth Rating: 38
Price Growth Rating: 37
SMR Rating: 46
Profit Risk Rating: 48
Seasonality Score: -47 (-100 ... +100)
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A.I. Advisor
published General Information

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
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DFUVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, DFUVX has been closely correlated with FFFMX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFUVX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFUVX
1D Price
Change %
DFUVX100%
-0.17%
FFFMX - DFUVX
92%
Closely correlated
-0.02%
FFMMX - DFUVX
91%
Closely correlated
-0.02%
DOXGX - DFUVX
89%
Closely correlated
-0.15%
DODGX - DFUVX
89%
Closely correlated
-0.16%
VIVAX - DFUVX
87%
Closely correlated
-0.07%
More