U.S. Targeted Value Portfolio

DFA INVESTMENT DIMENSIONS GROUP INC · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:DFFVX
$15.83B NAV
1,190 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

U.S. Targeted Value Portfolio is an actively managed U.S. equity fund. 11% of DFFVX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).

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

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the U.S. Targeted Value Portfolio (the Portfolio) is to achieve long-term capital appreciation.

Strategy · summarised

The fund invests in small and mid-cap U.S. companies selected for low relative price (measured primarily by price-to-book ratio) and high profitability (earnings relative to book value or assets), using market-capitalization weighting within those screens. 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 emphasizes certain stocks—smaller companies, lower-priced stocks, and higher-profitability stocks—relative to their weight in the small and mid-cap value segment, its holdings and returns may diverge from that segment.

Expenses
0.29% 0.29%across 2 share classes
Share classGrossNet
DFFVX0.30%0.29%
C0002689630.33%0.29%

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

Portfolio turnover 10.00% · as of 2026 Q1

Allocation

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

109.32%
of net assets
Stocks103.35%
Cash & short-term5.92%
Derivatives0.04%

These positions come to 109.32% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials24.2%
Industrials14.9%
Consumer Discretionary11.7%
Energy9.1%
11 smaller40.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
11%of stock holdings in top-quartile growers
covering 86% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 80 new138 exited

Largest new: MKC, TRU, BFAM, AAP, AYI, GPC, HAE, VSNT

Largest exited: CMA, Cadence Bank, TEGNA Inc, GTLS, FLS, Hillenbrand Inc, VNOM, CENX

Return profile

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

1-year
+40.26%
3-year
+64.17%
5-year
+66.66%
Volatility
13.33%
Worst 3-yr fall
-18.18%
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 Holdings Inc.4.85%$768.15M
The DFA Investment Trust Company4.51%$714.13M
State Street Global AdvisorsGVMXX1.07%$169.16M
Permian Resources CorpPR0.89%$140.21M
WESCO International IncWCC0.83%$132.10M
Amkor Technology IncAMKR0.79%$124.43M
CF Industries Holdings IncCF0.78%$123.16M
TD SYNNEX CorpSNX0.72%$113.46M
Ovintiv IncOVV0.71%$112.13M
Viatris IncVTRS0.71%$111.76M
Showing 10 of 1,190Sign in to see more

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 15.85% of net assets, top 25 24.69%, across 1.2K 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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