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U.S. Targeted Value Portfolio (DFFVX)

SEC CIK 355437 · Series S000000970 · Portfolio as of 2026-04-30

Net assets
$15.83B
Holdings
1190
Snapshots
30
History since
2019-10-31

Top holdings

SecurityValueWeight
Dimensional Holdings Inc.$768.1M4.44%
The DFA Investment Trust Company$714.1M4.13%
State Street Global Advisors · GVMXX$169.2M0.98%
Permian Resources Corp · PR$140.2M0.81%
WESCO International Inc · WCC$132.1M0.76%
Amkor Technology Inc · AMKR$124.4M0.72%
CF Industries Holdings Inc · CF$123.2M0.71%
TD SYNNEX Corp · SNX$113.5M0.66%
Ovintiv Inc · OVV$112.1M0.65%
Viatris Inc · VTRS$111.8M0.65%

Sector exposure

financials
25.3%
industrials
17.6%
technology
11.5%
other
11.5%
energy
8.7%
healthcare
8.1%
consumer discretionary
7.0%
consumer staples
3.8%

Recent monthly returns

2025-12
+1.38%
2026-01
+6.54%
2026-01
+6.54%
2026-02
+2.87%
2026-03
-3.79%
2026-04
+7.54%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.