DFA Emerging Markets Value Portfolio (DFEVX) Research

The DFA Emerging Markets Value Portfolio functions as a feeder fund, meaning it aims to achieve its investment goals by allocating virtually all of its assets to its corresponding principal fund, the Dimensional Emerging Markets Value Fund. This underlying master fund operates with investment objectives and policies identical to those of the Portfolio. As a general guideline, though not a fundamental policy, the Portfolio typically dedicates a minimum of 80% of its net assets to securities from emerging markets, specifically those designated as "Approved Markets securities" within its official prospectus.

Market snapshot

Symbol
DFEVX
Price
$46.44
Day change
+1.69%
Market cap
$14.9B
52-week range
33.02-46.73
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Six Circles Tax Aware Bond (CBTAX)
  • DFA Investment Grade I (DFAPX)
  • DFA International Small Company Portfolio (DFISX)
  • DFA International Value Portfolio (DFIVX)
  • DFA US Large Company Portfolio (DFUSX)
  • DFA International Small Cap Value Portfolio (DISVX)
  • American High-Income Municipal Bond F3 (HIMFX)
  • JPMorgan Mid Cap Growth R5 (JMGFX)

Open DFA Emerging Markets Value Portfolio (DFEVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.