DFA Emerging Markets Value Portfolio

Shareclass

DFA Emerging Markets Value I (DFEVX)

Type

Open-end mutual fund

Manager

Dimensional Fund Advisors

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage

Gender balance in leadership and workforce

19/40

See the score criteria

Equal compensation and work life balance

7/30

See the score criteria

Policies promoting gender equality

17/20

See the score criteria

Commitment, transparency, and accountability

0/10

See the score criteria

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

DFA Emerging Markets Value Portfolio DFEVX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Bank Handlowy w Warszawie SA
<0.01% of assets
$147,342 invested
2. Sino Biopharmaceutical Ltd
0.02% of assets
$2.31M invested
3. Alior Bank SA
0.1% of assets
$10.59M invested
4. Bank Polska Kasa Opieki SA
0.04% of assets
$3.88M invested
5. Orlen SA
0.4% of assets
$44.1M invested
6. Asseco Poland SA
0.04% of assets
$4.29M invested
7. TAURON Polska Energia SA Ordinary Shares - Series AA
0.06% of assets
$6.82M invested
8. KGHM Polska Miedz SA
0.15% of assets
$16.43M invested
9. The Wharf (Holdings) Ltd
0.04% of assets
$4.81M invested
10. Bank Millennium SA
0.01% of assets
$1.51M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Kingboard Holdings Ltd
0.08% of assets
$8.68M invested
2. CSPC Pharmaceutical Group Ltd
0.08% of assets
$8.73M invested
3. Jastrzebska Spolka Weglowa SA
0.02% of assets
$1.83M invested
4. GCL Technology Holdings Ltd
0.04% of assets
$4.53M invested
5. Geely Automobile Holdings Ltd
0.46% of assets
$50.05M invested
6. Fosun International Ltd
0.04% of assets
$4.51M invested
7. Polska Grupa Energetyczna SA
0.06% of assets
$6.8M invested
8. China Mengniu Dairy Co Ltd
0.22% of assets
$24.22M invested
9. Cyfrowy Polsat SA
0.03% of assets
$2.84M invested
10. China Gas Holdings Ltd
0.09% of assets
$10.24M invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on DFEVX at Morningstar.com

Gender Equality and Returns

Returns chart for DFA Emerging Markets Value Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

DFEVX

DFA Emerging Markets Value Portfolio

Family

Dimensional Fund Advisors

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.55% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

DFEVX

DFA Emerging Markets Value Portfolio

Family

Dimensional Fund Advisors

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.55% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

DFEVX

DFA Emerging Markets Value Portfolio

Family

Dimensional Fund Advisors

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.55% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
DFEVX - DFA Emerging Markets Value Portfolio

4.82%

5.84%

12%

4.17%

43 / 100 points

Benchmark

13%

8.32%

10%

4.72%

57 / 100 points

Fund compared to benchmark

-7.89%

-2.48%

1.47%

-0.55%

14 / 100 points lower

Find more financial data on DFEVX at Morningstar.com

What's next?

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