Find A Portfolio/Ticker
Comparison Box
DFLV: Dimensional US Large Cap Value ETF (ETF)
Basic Info 31.53 0(0.0%) July 14
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/07/2022 |
| Last Dividend Date: | 06/24/2025 |
| 12-Mo. Yield | 1.87% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | Since 12/07/2022 |
2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 5.9 | 9.4 | 11.8 | 12.9 | 12.3 | -0.7 |
| Sharpe Ratio | NA | 0.42 | 0.35 | 0.55 | 0.77 | 0.61 | -0.8 |
| Draw Down(%) | NA | 15.0 | 16.8 | 16.8 | 8.8 | 11.3 | 4.2 |
| Standard Deviation(%) | NA | 20.7 | 17.7 | 15.1 | 12.1 | 14.3 | 16.5 |
| Treynor Ratio | NA | 0.11 | 0.08 | 0.1 | 0.13 | 0.1 | -0.16 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | -0.01 | -0.04 | 0.07 |
| Beta | NA | 0.79 | 0.78 | 0.8 | 0.7 | 0.91 | 0.82 |
| RSquared | NA | 0.85 | 0.78 | 0.73 | 0.56 | 0.74 | 0.93 |
| Yield(%) | N/A | 0.9 | 1.8 | N/A | 1.8 | 1.9 | 0.1 |
| Dividend Growth(%) | N/A | -45.3 | 9.6 | N/A | 6.5 | 1622.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2022
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to DFLV
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
