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Dimensional ETF Trust - Dimensional US Large Cap Value ETF(DFLV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFLV
11/13/2026: DFLV (3-star) is a STRONG-BUY. BUY for 17 days. Simulated Profits (0.86%). Updated daily EoD!
Dimensional US Large Cap Value ETF (DFLV) provides active, systematic exposure to US large-cap companies characterized by value. By utilizing Dimensional's research-driven strategy, the fund seeks to outperform traditional passive value indices through systematic stock selection. Its primary strengths include the issuer's strong reputation for factor-based investing, competitive costs, and deep market liquidity. The main risks involve potential underperformance during growth-stock cycles and exposure to broader US market volatility. It is most suitable for long-term investors aiming to tilt their core portfolio toward the value factor.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value stocks, which generally lack the aggressive growth characteristics sought by growth investors. |
| Momentum investor | Mixed fit | While the fund rebalances, it is not designed to capture momentum, though it may be a fit if the value factor aligns with current momentum trends. |
| Value investor | Strong fit | The fund's core objective is to identify and hold large-cap companies that are undervalued relative to their fundamentals. |
| Dividend/Income investor | Mixed fit | Many value stocks pay dividends, but the fund is primarily focused on capital appreciation rather than yield maximization. |
| Low-risk investor | Medium fit | It offers broad diversification, but equity market volatility remains a significant factor for the risk-averse. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core, systematic exposure to the value factor within US large-cap equities.
Suitability
The fund is best suited for long-term investors seeking consistent, factor-based exposure rather than active traders or those seeking short-term gains.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are subject to market price fluctuations that can impact short-term returns. |
| Market risk | Medium / high | General market downturns in the US large-cap sector will directly impact the fund's net asset value. |
| Concentration | Low | The fund holds a broad array of stocks, minimizing the impact of any single company's poor performance. |
| Tracking/expense | Low | The low expense ratio ensures that management costs do not significantly erode long-term returns. |
| Liquidity | Low | The fund's high trading volume allows investors to enter and exit positions with minimal cost. |
| Business/sector quality | Medium | A heavy tilt toward specific value sectors like financials or energy can lead to periods of underperformance. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DFLV typically tracks the volatility of the large-cap value market, though it may fluctuate differently depending on factor performance.
Market Risk
As an equity-focused fund, DFLV carries inherent risks associated with broad US market trends and sector-specific downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equity | 98 | This provides broad exposure to established US companies that meet Dimensional's criteria for value. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is held for liquidity and administrative purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 39.47% | Avg. Invested days 71 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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