DFA U.S. Large Cap Value Portfolio (The) (DFLVX) Research

The DFA U.S. Large Cap Value Portfolio operates as a feeder fund, channeling virtually all its assets into its underlying master fund, the U.S. Large Cap Value Series, which is part of the DFA Investment Trust Company. Both this Portfolio and the Master Series share identical investment objectives and strategies. As a standard practice, and under typical market circumstances, the U.S. Large Cap Value Series aims to invest at least 80% of its net assets in shares of large-capitalization American businesses.

Market snapshot

Symbol
DFLVX
Price
$64.88
Day change
+0.11%
Market cap
$25.3B
52-week range
50.13-65.71
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock High Yield Instl (BHYIX)
  • DFA International Value Portfolio (DFIVX)
  • Fidelity Freedom 2045 K6 (FJTKX)
  • Fidelity Select Semiconductors Portfolio (FSELX)
  • Fidelity Freedom 2050 K6 (FZTKX)
  • GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares (GQGPX)
  • John Hancock Fds III Disciplined Value Mid Cap Fd Cl A (JVMAX)
  • John Hancock Fds III Disciplined Value Mid Cap Fd Class I (JVMIX)

Open DFA U.S. Large Cap Value Portfolio (The) (DFLVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.