DFA U.S. Targeted Value Portfolio
DFFVX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1299 Ocean Avenue, 11th FloorSanta Monica,CA 90401United States MD United States of America
- IPO Date
- Feb 23, 2000
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- Dimensional Fund Advisors, L.P. (DFA), branded Dimensional, provides systematic investment management strategies focused on equity and fixed income portfolios for institutional and advisor-served clients worldwide. The firm offers a broad range of mutual funds, including the DFA U.S. Targeted Value Portfolio (ticker: DFFVX), which invests primarily in U.S. small and mid-cap value stocks exhibiting value characteristics such as low relative price, high profitability, and targeted size segments; exchange-traded funds (ETFs) covering global equities, U.S. large cap vector, fixed income, and emerging markets; separately managed accounts; and model portfolios that emphasize factor-based approaches to pursue higher expected returns through diversification, low turnover, and flexible implementation. Additional offerings encompass fixed income strategies like short-term investment grade funds and global core equity UCITS ETFs; these products serve financial advisors, retirement plans, and institutions targeting long-term capital appreciation and preservation across U.S., non-U.S., and multi-asset classes. Dimensional operates globally with offices in the U.S. (headquartered in Austin, Texas, with locations in Charlotte, North Carolina, and Santa Monica, California), Canada, U.K., Germany, Netherlands, Australia, Singapore, and Japan. Founded in 1981 in Chicago by David Booth, Rex Sinquefield, and Larry Klotz, Dimensional manages approximately $777 billion in assets as of December 2024 and pioneered factor-based investing grounded in academic research from the University of Chicago, including contributions from Eugene Fama and Kenneth French. In recent developments, Dimensional launched its first UCITS ETFs in Europe in November 2025, including the Global Core Equity UCITS ETF and Targeted Value UCITS ETF listed on the London Stock Exchange and Xetra in Frankfurt, supported by State Street for custody, fund accounting, and transfer agency services; expanded its active ETF suite with milestones surpassing $200 billion in ETF assets in July 2025; renewed its transfer agent relationship with SS&C Technologies in March 2025 for U.K. OEIC funds managing GBP 8.7 billion; announced a product partnership with Prudential and FIDx in January 2025 to integrate Dimensional strategies into lifetime income annuities; and enhanced strategy designs for targeted value funds effective September 2025 to emphasize higher profitability securities across small and mid-cap segments while excluding REITs from certain small cap strategies.