DFUVX

About DFUVX

The DFA US Large Cap Value III Portfolio Institutional Class is a mutual fund focused on long-term capital appreciation through investments in large-cap U.S. companies that display value characteristics. As a feeder portfolio, it allocates substantially all of its assets to investments in larger U.S. firms considered undervalued relative to the overall market, with an emphasis on those exhibiting lower price ratios and higher dividend yields. The fund is managed to maintain a cost advantage, offering one of the lowest expense ratios within its peer group, and is categorized as a large value fund. Its portfolio is diversified across various economic sectors, with significant holdings in financial services, energy, healthcare, and communication services. Top portfolio constituents include major firms such as JPMorgan Chase & Co, Exxon Mobil Corp, and Berkshire Hathaway. The fund seeks to capture the performance of established U.S. companies that are priced attractively, playing a role as a core value allocation vehicle for institutional investors seeking exposure to the large-cap segment of the U.S. equity market.