Large Value · NYSE ARCA · USD · Data as of 2026-05-16
AUM
$485.86M
Expense ratio
0.19%
Yield
1.20%
YTD return
+8.42%
Last price
$80.76
Unclassified · Coverage 63% · low
Today
50.0
Outlook
57.0
Block A (composite-derived)
67.0
Block C (market behavior)
45.7
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
67.0
Coverage 63% · medium
Liquidity
—
Expenses
90.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
55.0
Smart Money
79.0
Activist
99.6
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Dimensional ETF Trust (DFVX) is an exchange-traded fund from Dimensional Fund Advisors in the Mixed asset class. Launched in 2023. Assets under management: 485,860,000.
Bullish Whales composite rating: 67 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: activist exposure, expenses, smart-money flow.
Annualized one-year realized volatility 11%, classified low. Weakest axes: dividend, concentration.
Top-10 weight 0%, diversified, led by AMZN. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yDimensional U.S. Large Cap Value ETF is an exchange-traded fund designed to provide investors with exposure to U.S. large-cap value stocks. This fund primarily targets companies with large market capitalizations that appear to be undervalued according to fundamental financial metrics such as book-to-market ratios. The primary function of this ETF is to allow investors to capture the performance of value stocks within the large-cap segment of the U.S. equity market, typically those that offer promising growth potential at comparatively lower valuations. Notable features of this ETF include its diversified approach to investing in prominent sectors that traditionally are well-represented in value investing strategies, such as financials, industrials, and consumer discretionary. It serves as a valuable tool for portfolio diversification, particularly for investors looking to balance growth-centric investments with potentially more stable value-oriented assets. In the broader financial market, the Dimensional U.S. Large Cap Value ETF plays a significant role by providing a cost-effective, transparent, and flexible way to participate in the value investing style, which has historically been a key driver of long-term investment returns. Managed by Dimensional Fund Advisors, this ETF is grounded in rigorous academic research and systematic investment methodologies.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $485,860,000. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for DFVX are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.