Dimensional Mutual Funds List
Here you can find all mutual funds issued by Dimensional and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 107
- Avg. Expense Ratio
- 0.25%
- Avg. 1 Year Return
- 14.99%
- Avg. 5 Year Return
- 5.95%
- Median Risk/Return Score
- 70 / 100
Dimensional Mutual Funds List
100 results
Explore top Dimensional Mutual Fund Categories and Asset Classes
Dimensional Equity Mutual fundsDimensional Bond Mutual fundsDimensional Multi-Asset Mutual fundsDimensional Real Estate Mutual fundsDimensional Commodity Mutual fundsDimensional Municipal Bonds Mutual fundsDimensional Target Retirement Date Mutual fundsDimensional Foreign Large Cap Equities Mutual fundsDimensional Emerging Markets Equities Mutual fundsDimensional Large Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Dimensional Mutual funds by Risk/Return Score
The top Dimensional Mutual funds by PortfoliosLab Risk/Return Score are DFIHX (100) and DFGFX (100).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | |
| DFA Two Year Global Fixed Income Portfolio | 100 | — | Feb 1996 | |
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 |
Best-Performing Dimensional Mutual funds Over 5 Years
The top Dimensional Mutual funds is DFWVX (17.30%).
Across the lineup, Dimensional Mutual funds show an average 1-year return of 14.99% and an average 5-year return of 5.95%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| DFA World ex U.S. Value Portfolio Fund | 17.30% | — | Aug 2010 | |
| DFA International Value III Portfolio | 17.17% | — | Feb 1995 | |
| DFA International Value Portfolio Institutional Cl... | 16.24% | 19.17B | Feb 1994 | |
| DFA International Small Cap Value Portfolio Instit... | 14.57% | 14.24B | Dec 1994 | |
| DFA World ex U.S. Targeted Value Portfolio | 13.36% | — | Oct 2012 |
Lowest-Cost Dimensional Mutual funds
The top Dimensional Mutual funds is TDIFX (0.06%).
With an average expense ratio of 0.25%, Dimensional Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.06% | — | Nov 2015 | |
| DFA U.S. Large Company Portfolio | 0.08% | 14.33B | Sep 1999 | |
| DFA Inflation-Protected Securities Portfolio | 0.11% | 5.02B | Sep 2006 | |
| DFA Intermediate Government Fixed Income Portfolio | 0.11% | 6.11B | Oct 1990 | |
| DFA LTIP Portfolio | 0.13% | — | Mar 2012 |
Highest-Yield Dimensional Mutual funds
The top Dimensional Mutual funds is DFELX (17.27%).
Across the lineup, Dimensional Mutual funds show an average dividend yield of 3.85%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| DFA Enhanced U.S. Large Company Portfolio | 17.27% | 217.39M | Jul 1996 | |
| DFA Commodity Strategy Portfolio | 8.43% | 1.36B | Nov 2010 | |
| DFA Global Allocation 60/40 Portfolio | 8.08% | 3.70B | Dec 2003 | |
| DFA LTIP Portfolio | 7.57% | — | Mar 2012 | |
| Dimensional 2030 Target Date Retirement Income Fun... | 7.48% | — | Nov 2015 |
Top Mutual funds Issuers
Fidelity · 975 Mutual fundsBlackRock · 352 Mutual fundsVanguard · 295 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual fundsSEI · 56 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
DFSVX vs. AVUVDFSVX vs. DFSVDFSVX vs. VOODFSVX vs. FISVXDFSVX vs. DFSCXDFIVX vs. VXUSDFIVX vs. AVDVDFIVX vs. EFVDFIVX vs. DFVIXDFIVX vs. DFAXDGEIX vs. VTDGEIX vs. DFAWDGEIX vs. AVGEDGEIX vs. SPYDGEIX vs. VTIDFUSX vs. VOODFUSX vs. SPYDFUSX vs. FXAIXDFUSX vs. VFIAXDFUSX vs. FSKAXDFFVX vs. AVUVDFFVX vs. VBRDFFVX vs. VISVXDFFVX vs. VOODFFVX vs. VEXRXDISVX vs. AVDVDISVX vs. DISVDISVX vs. DFISXDISVX vs. SFILXDISVX vs. DEMSXDFIEX vs. DFICDFIEX vs. VXUSDFIEX vs. DFEMXDFIEX vs. DFALXDFIEX vs. VBLAXDFSTX vs. DFASDFSTX vs. IWMDFSTX vs. FSSNXDFSTX vs. VBDFSTX vs. FSKAXDFEOX vs. DFQTXDFEOX vs. DFACDFEOX vs. VOODFEOX vs. VTIDFEOX vs. DCORDFLVX vs. DFLVDFLVX vs. DFUVXDFLVX vs. VTVDFLVX vs. AVLVDFLVX vs. SPYV