About DFEVX
DFA Emerging Markets Value Portfolio Institutional Class is a mutual fund focused on providing exposure to equity securities in emerging markets, with a strong emphasis on value-oriented investing. Managed by Dimensional Fund Advisors, this institutional share class systematically targets stocks of companies in emerging economies that trade at comparatively low valuations and demonstrate robust profitability metrics, while also moderately tilting toward smaller market capitalization firms. By excluding sectors such as REITs and regulated utilities, the portfolio maintains a diversified approach across industries including financial services, consumer cyclical, technology, basic materials, and energy.
The fund seeks both capital preservation and long-term appreciation, allocating the vast majority of its assets to non-U.S. stocks—over 98% as of the latest reporting period. Its disciplined investment strategy results in relatively low portfolio turnover and a competitive expense ratio, further enhancing its appeal for institutional investors seeking efficiency. Established in 1998, the portfolio plays a significant role in broadening access to emerging market equities, particularly for those aiming to capture value premiums in developing markets while maintaining risk controls through diversification and systematic screening processes.
Fund Family Dimensional Fund Advisors
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DFEVX
Share Class - Institutional Class
Index MSCI EM (Emerging Markets) Value NR USD
DFEVX had a total return of 47.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.70%.
