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
- 100
- Avg. Expense Ratio
- 0.26%
- Avg. 1 Year Return
- 19.65%
- Avg. 5 Year Return
- 6.82%
- Median Risk/Return Score
- 67 / 100
Dimensional Mutual Funds List
33 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 Large Cap Blend Equities Mutual fundsDimensional Emerging Markets Diversified 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 DFABX (100) and DNYMX (99).
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 Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | |
| DFA One Year Fixed Income Portfolio | 99 | — | Jul 1983 |
Best-Performing Dimensional Mutual funds Over 5 Years
The top Dimensional Mutual funds is DFWVX (17.15%).
Across the lineup, Dimensional Mutual funds show an average 1-year return of 19.65% and an average 5-year return of 6.82%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| DFA World ex U.S. Value Portfolio Fund | 17.15% | — | Aug 2010 | |
| DFA International Value III Portfolio | 16.00% | — | Feb 1995 | |
| DFA International Value Portfolio Institutional Cl... | 15.08% | — | Feb 1994 | |
| DFA International Small Cap Value Portfolio | 14.63% | — | Dec 1994 | |
| DFA U.S. Large Company Portfolio | 14.04% | — | Sep 1999 |
Lowest-Cost Dimensional Mutual funds
The top Dimensional Mutual funds is TDIFX (0.06%).
With an average expense ratio of 0.26%, 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% | — | Sep 1999 | |
| DFA Intermediate Government Fixed Income Portfolio | 0.11% | — | Oct 1990 | |
| DFA Inflation-Protected Securities Portfolio | 0.11% | — | Sep 2006 | |
| DFA U.S. Large Cap Equity Portfolio | 0.13% | — | Jun 2013 |
Highest-Yield Dimensional Mutual funds
The top Dimensional Mutual funds is DFELX (15.85%).
Across the lineup, Dimensional Mutual funds show an average dividend yield of 3.16%, 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 | 15.85% | — | Jul 1996 | |
| DFA Commodity Strategy Portfolio | 8.68% | — | Nov 2010 | |
| DFA Global Allocation 60/40 Portfolio | 7.97% | — | Dec 2003 | |
| DFA International Real Estate Securities | 6.76% | — | Feb 2007 | |
| Dimensional 2030 Target Date Retirement Income Fun... | 6.64% | — | Nov 2015 |
Top Mutual funds Issuers
Fidelity · 969 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 295 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 124 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 106 Mutual fundsJohn Hancock · 101 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsColumbia · 97 Mutual fundsAmerican Century · 88 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsPrincipal · 65 Mutual fundsTIAA Investments · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual fundsAllspring Global Investments · 54 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
DIPSX vs. FEPIXDIPSX vs. DFIGXDIPSX vs. FXNAXDIPSX vs. GTRAXDIPSX vs. AVIEDFGBX vs. DGCBDFGBX vs. DFSHXDFGBX vs. BNDXDFGBX vs. DFCFDFGBX vs. DFSDDFAPX vs. USIGDFAPX vs. DGSFXDFAPX vs. BILDXDFAPX vs. SPYDFAPX vs. UCONDFIHX vs. MEARDFIHX vs. DGSIXDFIHX vs. PRWBXDFIHX vs. DFACDFIHX vs. PHYQXDFAIX vs. SLQDDFAIX vs. HAWXDFAIX vs. SDMZXDFAIX vs. DFIVXDFAIX vs. SCHODFTEX vs. VGCAXDFTEX vs. BIVDFTEX vs. BNDDFTEX vs. BNDXDFTEX vs. VITAXDFEQX vs. FISPXDFEQX vs. PHYQXDFEQX vs. PRWBXDFEQX vs. FXAIXDFEQX vs. VFSUXDFGFX vs. DFAWDFGFX vs. PRWBXDFGFX vs. DGEIXDFGFX vs. VBIRXDFGFX vs. FUAMXDGCFX vs. IBNDDGCFX vs. 18M2.DEDGCFX vs. ADBEDGCFX vs. BNDWDGCFX vs. BNDDFSMX vs. CBTAXDFSMX vs. MYIDFSMX vs. FOHFXDFSMX vs. VMLUXDFSMX vs. KYTFX