DFA U.S. Targeted Value Portfolio (DFFVX) Research

The fund primarily invests in a broad and diversified selection of readily tradable stocks from U.S. small and mid-capitalization companies. The advisor identifies these firms based on their attractive value characteristics and higher profitability. To manage its overall equity market exposure effectively, the fund may also utilize derivative instruments, including futures contracts and options on futures contracts, referencing U.S. equity securities and indices. This allows for adjustments in response to actual or anticipated investor capital flows into or out of the portfolio.

Market snapshot

Symbol
DFFVX
Price
$42.63
Day change
+0.88%
Market cap
$15.8B
52-week range
32.61-43.32
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Six Circles Tax Aware Bond (CBTAX)
  • DFA International Small Company Portfolio (DFISX)
  • DFA U.S. Micro Cap Portfolio (DFSCX)
  • DFA U.S. Small Cap Value Portfolio (DFSVX)
  • 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 U.S. Targeted Value Portfolio (DFFVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.