Active Value Investing: DFLV Is A Solid Value ETF But AVLV Can Offer Greater Returns
Dimensional US Large Cap Value ETF (DFLV) has delivered a 22% YTD price return, outperforming the Russell 1000 Value Index. DFLV's diversified portfolio emphasizes financials, energy, and industrials, leveraging sectors with strong earnings and price momentum in 2026. While DFLV is a solid value ETF, Avantis US Large Cap Value ETF (AVLV) has consistently outperformed it on total returns.
Builder Investment Group Inc. ADV Has $2.39 Million Position in Dimensional US Large Cap Value ETF $DFLV
Builder Investment Group Inc. ADV lifted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 34.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 69,738 shares of the company's stock after acquiring an additional 17,743 shares during
Betterment LLC Boosts Stock Holdings in Dimensional US Large Cap Value ETF $DFLV
Betterment LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.5% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 673,543 shares of the company's stock after purchasing an additional 69,719 shares during
DFLV: Why Dimensional's Large Cap Value ETF Disappoints
DFLV seeks to outperform the Russell 1000 Value Index by better emphasizing value and profitability. The ETF launched on December 6, 2022, and has a 0.22% expense ratio. Its track record is short, but DFLV's 32.97% total return is only slightly ahead of its benchmark. Others ETFs, including AVLV, FELV, and especially SEIV, outperformed. While past performance does not predict future results, DFLV's factor mix is underwhelming compared to the peers above. Its 14.87x forward P/E ratio stands out, but that's about it.
