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DFVEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$27.19
Change
-$0.87 (-3.10%)
Net Assets
5.01B

DFVEX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX).

Industry description

The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of equity securities of U.S. operating companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.

Market Cap

The average market capitalization across the DFA US Vector Equity I MF is 1.12T. The market cap for tickers in the group ranges from 59.14B to 2.43T. AMZN holds the highest valuation in this group at 2.43T. The lowest valued company is SMCI at 59.14B.

Volume

The average weekly volume growth across all stocks in the DFA US Vector Equity I MF was -14%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 55
Price Growth Rating: 29
SMR Rating: 35
Profit Risk Rating: 25
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com