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Dimensional Fund AdvisorsLarge BlendDLCU · Nasdaq

U.S. Large Company Portfolio ETF (DLCU)

Price
$49.55
11 Sept 2026
Assets
$14.6B
Total net assets
Expense ratio
0.06%
Category 0.72%
Yield
Trailing distributions
3Y CAGR
Category 19.2%
5Y CAGR
Category 11.4%
Loading NAV history…
U.S. Large Company Portfolio ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.1%-0.8%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+0.6%-15.3%

Holdings

The 10 largest positions make up 37.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp7.48%
AAPLApple Inc6.98%
MSFTMicrosoft Corp5.31%
AMZNAmazon.com Inc4.09%
GOOGLAlphabet Inc Class A3.21%
AVGOBroadcom Inc2.83%
GOOGAlphabet Inc Class C2.59%
METAMeta Platforms Inc Class A1.88%
JPMJPMorgan Chase & Co1.45%
BRK-BBerkshire Hathaway Inc Class B1.44%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.2
P/B
5.2
P/S
3.6
P/CF
19.2

Sector allocation

Share of the equity the fund holds.

37.4%Technology11 sectors
  1. Technology37.4%
  2. Financial services12.2%
  3. Communication services9.9%
  4. Consumer discretionary9.6%
  5. Health care9.1%
  6. Industrials8.2%
  7. Consumer staples4.6%
  8. Energy3.4%
  9. Utilities2.2%
  10. Real estate1.9%
  11. Materials1.6%

Asset mix

  • Stocks99.0%
  • Cash1.0%

ETF details

Issuer
Dimensional Fund Advisors
Category
Equity · Large Blend
Ticker
DLCU
Exchange
Nasdaq
Inception
4 Aug 2026 (0.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.06% (category 0.72%)
Holdings turnover
5% (category 95%)
Distribution yield
Beta, 3 years
1.00
Total net assets
$14.6B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

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