DV

Dimensional VA U.S. Large Value Portfolio

Mutual Fund
Dimensional VA U.S. Large Value Portfolio
Last update 2025-06-29 387 Stocks (4 new)
Value $615.00 Mil Turnover 4 %
Countries:
Top Holdings: JPM(4.89%)XOM(3.75%)BRK.B(2.67%)JNJ(2.22%)UNH(2.19%)
Summary Stock Picks Current Portfolio
Dimensional VA U.S. Large Valu... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM
JPMorgan Chase & Co
122,880
30,058.9
-1.49%
4.890
-0.07%
0.000
+24.53%
+21.87%
790,448.8
Banks
XOM
Exxon Mobil Corp
218,474
23,077.4
-0.92%
3.750
-0.03%
0.010
+5.48%
+5.79%
481,623.7
Oil & Gas
BRK.B
Berkshire Hathaway Inc
30,719
16,380.9
-3.16%
2.670
-0.07%
0.000
-9.27%
+3.73%
1,014,753.9
Insurance
JNJ
Johnson & Johnson
87,097
13,614.1
+30.01%
2.220
+0.51%
0.000
+4.73%
+14.95%
393,441.1
Drug Manufacturers
UNH
UnitedHealth Group Inc
32,663
13,438.9
+102.35%
2.190
+1.11%
0.000
-36.02%
-42.32%
261,710.0
Healthcare Plans
CVX
Chevron Corp
75,778
10,310.4
-14.26%
1.680
-0.28%
0.000
+10.45%
+6.30%
260,596.1
Oil & Gas
T
AT&T Inc
369,598
10,237.9
0%
1.670
0%
0.010
+0.12%
+22.18%
193,669.6
Telecommunication Services
VZ
Verizon Communications Inc
217,401
9,578.7
0%
1.560
0%
0.010
-5.55%
+7.56%
172,592.4
Telecommunication Services
WFC
Wells Fargo & Co
110,643
7,856.8
-9.71%
1.280
-0.14%
0.000
+24.04%
+14.84%
257,082.0
Banks
CSCO
Cisco Systems Inc
134,732
7,778.1
-28.22%
1.270
-0.47%
0.000
+23.19%
+17.60%
270,388.7
Hardware

Dimensional VA U.S. Large Value Portfolio's Historical Top Holdings Breakdowns

Dimensional VA U.S. Large Value Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-04-30
Add
Add
+1.11%
●
409.23 ($503.1) 599.47
$288.50
-42.66%
Add 102.35%
32,663
16,521
BMY
Bristol-Myers Squibb Co
2025-04-30
Reduce
Reduce
-0.60%
●
47.9 ($56.36) 63.11
$47.88
-15.04%
Reduce -67.09%
33,803
-68,924
JNJ
Johnson & Johnson
2025-04-30
Add
Add
+0.51%
●
148.69 ($158.75) 167.7
$163.52
3.00%
Add 30.01%
87,097
20,104
CSCO
Cisco Systems Inc
2025-04-30
Reduce
Reduce
-0.47%
●
53.19 ($60.45) 64.87
$68.28
12.95%
Reduce -28.22%
134,732
-52,957
BK
Bank of New York Mellon Corp
2025-04-30
Reduce
Reduce
-0.40%
●
73.31 ($82.73) 88.95
$97.51
17.87%
Reduce -55.75%
24,952
-31,437
CRM
Salesforce Inc
2025-04-30
Add
Add
+0.36%
●
236.26 ($285.96) 347.93
$259.33
-9.31%
Add 45.31%
26,793
8,355
GILD
Gilead Sciences Inc
2025-04-30
Reduce
Reduce
-0.36%
●
95.48 ($107.46) 117.41
$109.01
1.44%
Reduce -47.63%
27,765
-25,247
CVX
Chevron Corp
2025-04-30
Reduce
Reduce
-0.28%
●
133.73 ($152.05) 168.51
$150.44
-1.06%
Reduce -14.26%
75,778
-12,607
CVS
CVS Health Corp
2025-04-30
Reduce
Reduce
-0.23%
●
54.01 ($64.82) 70.18
$63.45
-2.11%
Reduce -55.87%
22,131
-28,017
PFE
Pfizer Inc
2025-04-30
Add
Add
+0.23%
●
21.59 ($24.91) 26.74
$24.55
-1.43%
Add 40.13%
200,177
57,321

Dimensional VA U.S. Large Value Portfolio Total Holding History ($B)

To

Dimensional VA U.S. Large Value Portfolio's Asset Allocation

To

Dimensional VA U.S. Large Value Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Dimensional VA U.S. Large Value Portfolio's Hypothetical Growth since 2025-04-30

Dimensional VA U.S. Large Value Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Dimensional VA U.S. Large Value Portfolio's Holdings Heat Map

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Dimensional VA U.S. Large Value Portfolio's Holdings Bubble Chart

Dimensional VA U.S. Large Value Portfolio News

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