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Dimensional VA U.S. Large Value Portfolio (DFLVX)

SEC CIK 355437 · Series S000000961 · Portfolio as of 2026-04-30

Net assets
$832.7M
Holdings
384
Snapshots
27
History since
2019-10-31

Top holdings

SecurityValueWeight
JPMorgan Chase & Co · JPM$37.1M4.42%
Exxon Mobil Corp · XOM$29.2M3.48%
Amazon.com Inc · AMZN$25.7M3.06%
Micron Technology Inc · MU$23.2M2.77%
Johnson & Johnson · JNJ$18.3M2.18%
Cisco Systems Inc · CSCO$15.6M1.86%
Berkshire Hathaway Inc · BRK/B$14.7M1.75%
UnitedHealth Group Inc · UNH$13.6M1.61%
Chevron Corp · CVX$12.7M1.51%
Verizon Communications Inc · VZ$10.4M1.24%

Sector exposure

financials
22.9%
technology
18.6%
healthcare
16.1%
energy
12.2%
industrials
11.6%
communication services
4.9%
consumer discretionary
4.9%
materials
2.7%

Recent monthly returns

2025-11
+2.47%
2025-12
+1.92%
2026-01
+4.73%
2026-02
+3.50%
2026-03
-3.73%
2026-04
+6.42%

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.