TM

Tax-Managed U.S. Targeted Value Portfolio | DTMVX

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2021-11-08 1352 Stocks (6 new)
Value $5.85 Bil Turnover 0 %
Countries:
Top Holdings: PWR(0.98%)DAR(0.84%)RS(0.79%)ARW(0.72%)PHM(0.70%)
Summary Stock Picks Current Portfolio
Tax-Managed U.S. Targeted Valu... Top Holdings of 2021-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PWR
Quanta Services Inc
594,479
57,450.4
-5.96%
0.980
-0.05%
0.410
+50.97%
+27.73%
59,770.0
Construction
DAR
Darling Ingredients Inc
704,265
48,911.2
0%
0.840
0%
0.440
+16.40%
+6.41%
5,670.0
Consumer Packaged Goods
RS
Reliance Steel & Aluminum Co
288,850
46,305.5
0%
0.790
0%
0.470
+21.60%
+25.91%
17,680.6
Steel
ARW
Arrow Electronics Inc
366,807
41,841.7
0%
0.720
0%
0.550
+27.67%
+15.34%
6,768.0
Hardware
PHM
PulteGroup Inc
692,549
40,943.5
0%
0.700
0%
0.290
+14.69%
+0.21%
21,778.4
Homebuilding & Construction
AGCO
AGCO Corp
273,209
39,866.7
0%
0.680
0%
0.370
+32.56%
+15.16%
7,984.1
Farm & Heavy Construction Machinery
BG
Bunge Ltd
460,827
38,903.0
0%
0.670
0%
0.320
-4.93%
-2.53%
14,885.3
Consumer Packaged Goods
TOL
Toll Brothers Inc
568,855
35,667.2
0%
0.610
0%
0.480
+24.72%
-6.58%
11,477.4
Homebuilding & Construction
ATH
Athene Holding Ltd
596,647
35,601.9
0%
0.610
0%
0.310
+21.00%
+93.16%
16,011.2
Insurance
AN
AutoNation Inc
339,119
34,752.9
0%
0.590
0%
0.550
+18.69%
+15.85%
7,418.1
Vehicles & Parts

Tax-Managed U.S. Targeted Value Portfolio's Historical Top Holdings Breakdowns

Tax-Managed U.S. Targeted Value Portfolio Total Holding History ($B)

To

Tax-Managed U.S. Targeted Value Portfolio's Asset Allocation

To

Tax-Managed U.S. Targeted Value Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Tax-Managed U.S. Targeted Value Portfolio's Hypothetical Growth since 2021-04-30

Tax-Managed U.S. Targeted Value Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Tax-Managed U.S. Targeted Value Portfolio's Holdings Heat Map

Size field:

Tax-Managed U.S. Targeted Value Portfolio's Holdings Bubble Chart

Tax-Managed U.S. Targeted Value Portfolio News

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