AVLV vs DFVX

AVLVAAvantis U.S. Large Cap Value ETF

DFVXADimensional US Large Cap Vector ETF

In short

AVLV —No data

DFVX Dimensional's value playbook with the dial turned up: roughly 300 large-cap US stocks, leaning toward the cheaper, more profitable, smaller end of the field. 0.18% net of a waiver through February 28, 2027.

Stated mandate

AVLV —No data

DFVX The fund seeks long-term capital appreciation.

Why people hold it

AVLV —No data

• DFVX Costs 0.18% net of a waiver through February 28, 2027 (0.19% gross), below the category median and under sibling DFLV at 0.21%.
• No fixed index to hug. The prospectus lets managers overweight or underweight eligible names on market cap, relative price and profitability.sec.gov
• Roughly 300 holdings, with the prospectus design spreading risk across companies and sectors rather than concentrating in a handful of cheap bets.sec.gov
• Stands in the top quartile of a crowded US value field on our review, one of the stronger builds among dozens of rivals.

Worth knowing

AVLV —No data

• DFVX The tilts cut both ways: a basket skewed smaller and cheaper can move well apart from the S&P 500 in either direction.sec.gov
• Trades lightly next to the category's giants, so limit orders and a glance at the spread are worth the extra click.
• Launched in 2023, so the live record is short. Income shows up quarterly, not monthly.

Full AVLV profile⁠

Full DFVX profile⁠