EMERGING MARKETS VALUE PORTFOLIO

DFA INVESTMENT DIMENSIONS GROUP INC · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:DFEVX
$14.01B NAV
1 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

EMERGING MARKETS VALUE PORTFOLIO is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Master-feeder

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the Emerging Markets Value Portfolio (the Portfolio) is to achieve long-term capital appreciation. The Emerging Markets Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master Fund, the Dimensional Emerging Markets Value Fund (the Emerging Markets Value Fund), which has the same investment objective and policies as the Portfolio.

Strategy · summarised

The fund invests substantially all its assets in the Dimensional Emerging Markets Value Fund, which selects emerging market equity securities with low relative price (assessed primarily by price-to-book ratio, and secondarily by price-to-cash-flow or price-to-earnings) and emphasizes smaller-capitalization and higher-profitability stocks. The manager may adjust positions based on shorter-term factors including price momentum and recent asset changes, and uses flexible trading to manage costs. Because the fund's selections depend on the manager's assessments of relative price and profitability, which are subject to change, fund holdings and performance may diverge from emerging market value benchmarks.

Expenses
0.44%one share class
Share classGrossNet
DFEVX0.55%0.44%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 11.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.41%
of net assets
Stocks101.20%
Cash & short-term1.19%
Derivatives0.02%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 0 new0 exited

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+43.80%
3-year
+73.58%
5-year
+63.99%
Volatility
17.23%
Worst 3-yr fall
-9.87%
Cumulative return· May 2023 – Apr 2026

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Dimensional Fund Advisors100.03%$14.01B
Showing 1 of 1

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 100.03% of net assets, top 25 100.03%, across 1 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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