About DFWVX
DFA World ex U.S. Value Portfolio Institutional Class is a mutual fund that focuses on delivering value-driven equity exposure to markets outside the United States. Its primary objective is to achieve long-term capital appreciation by investing predominantly in large-cap and mid-cap stocks from developed and emerging markets across Europe, Asia, and other regions, while limiting U.S. exposure to a minimal percentage. The portfolio is broadly diversified, with major holdings in financial services, energy, consumer cyclicals, and industrials, and allocates over 97% of its assets to non-U.S. stocks, reflecting a truly international approach. Key features include a disciplined emphasis on value stocks—shares considered undervalued based on low price ratios and high dividend yields—while maintaining a low expense ratio and a cost structure advantageous relative to peers. This institutional share class is designed for efficiency and transparency, offering investors a way to capture global value opportunities outside the U.S., playing a crucial role in asset allocation strategies that seek international diversification and exposure to value equities.
Fund Family Dimensional Fund Advisors
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DFWVX
Index MSCI ACWI ex USA Value NR USD
DFWVX had a total return of 32.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.01%.
