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.

Issuer is Dimensional

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DAABX	DFA U.S. Sustainability Targeted Value Portfolio	Small Cap Value Equities	Oct 5, 2020	0.36%	-0.90%	—	1.45%	34
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Diversified	Nov 14, 2021	0.43%	3.12%	—	2.43%	90
DCARX	DFA California Municipal Real Return Portfolio	Municipal Bonds	Oct 31, 2017	0.26%	1.09%	—	3.41%	94
DCIBX	DFA California Intermediate-Term Municipal Bond Po...	Municipal Bonds	Nov 28, 2011	0.20%	0.10%	1.32%	2.75%	74
DCMSX	DFA Commodity Strategy Portfolio	Commodities	Nov 8, 2010	0.31%	25.97%	8.45%	8.36%	92
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Diversified	Nov 13, 2018	0.66%	1.08%	—	4.93%	81
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Diversified	Mar 4, 1998	0.59%	-1.09%	8.07%	3.86%	70
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Diversified	Mar 26, 2018	0.46%	-1.30%	—	2.67%	76
DFAAX	DFA Global Core Plus Real Return Portfolio	Inflation-Protected Bonds	May 5, 2021	0.29%	-0.28%	—	3.48%	28
DFABX	DFA Short-Term Selective State Municipal Bond Port...	Municipal Bonds	Apr 11, 2022	0.25%	0.58%	—	2.70%	99
DFAIX	DFA Short-Duration Real Return Portfolio	Short-Term Bond	Nov 5, 2013	0.22%	0.86%	3.20%	4.61%	99
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	Jul 17, 1991	0.18%	-0.30%	9.29%	3.03%	79
DFAPX	DFA Investment Grade Portfolio	Intermediate Core Bond	Mar 7, 2011	0.20%	-0.34%	2.04%	3.78%	55
DFCEX	DFA Emerging Markets Core Equity Fund	Emerging Markets Diversified	Apr 4, 2005	0.40%	0.90%	8.62%	2.91%	86
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	Jun 6, 1996	0.21%	0.89%	2.44%	2.94%	86
DFCMX	DFA California Short Term Municipal Bond Portfolio	Municipal Bonds	Apr 1, 2007	0.19%	0.44%	1.17%	2.57%	98
DFCSX	DFA Continental Small Company Portfolio	Europe Equities	Apr 14, 1988	0.42%	-4.71%	8.75%	3.17%	57
DFELX	DFA Enhanced U.S. Large Company Portfolio	Large Cap Blend Equities	Jul 2, 1996	0.15%	-7.31%	8.68%	18.81%	30
DFEMX	DFA Emerging Markets Portfolio	Emerging Markets Diversified	Apr 24, 1994	0.36%	1.14%	8.54%	2.52%	88
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	Sep 15, 2005	0.14%	-4.34%	12.94%	1.12%	49

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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