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

8 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Diversified	Nov 14, 2021	0.43%	40.41%	—	1.78%	93
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Diversified	Nov 13, 2018	0.66%	16.78%	—	4.26%	63
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Diversified	Mar 4, 1998	0.59%	11.97%	9.35%	3.41%	36
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Diversified	Mar 26, 2018	0.46%	22.03%	—	2.16%	70
DFCEX	DFA Emerging Markets Core Equity Fund	Emerging Markets Diversified	Apr 4, 2005	0.40%	25.26%	11.02%	2.35%	85
DFEMX	DFA Emerging Markets Portfolio	Emerging Markets Diversified	Apr 24, 1994	0.36%	31.40%	11.45%	1.94%	90
DFETX	DFA Emerging Markets II Portfolio	Emerging Markets Diversified	Aug 13, 1997	0.37%	31.43%	11.56%	6.27%	91
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Diversified	Mar 31, 1998	0.45%	24.94%	11.47%	3.00%	88

Explore top Dimensional Mutual Fund Categories and Asset Classes

Dimensional Equity Mutual funds Dimensional Bond Mutual funds Dimensional Multi-Asset Mutual funds Dimensional Real Estate Mutual funds Dimensional Commodity Mutual funds Dimensional Municipal Bonds Mutual funds Dimensional Target Retirement Date Mutual funds Dimensional Foreign Large Cap Equities Mutual funds Dimensional Large Cap Blend Equities Mutual funds Dimensional 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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Time Period

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
DFABX	DFA Short-Term Selective State Municipal Bond Port...	100	—	Apr 2022
DNYMX	DFA NY Municipal Bond Portfolio	99	—	Jun 2015
DFCMX	DFA California Short Term Municipal Bond Portfolio	99	—	Apr 2007
DFSMX	DFA Short Term Municipal Bond Portfolio	99	—	Aug 2002
DFIHX	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
DFWVX	DFA World ex U.S. Value Portfolio Fund	17.15%	—	Aug 2010
DFVIX	DFA International Value III Portfolio	16.00%	—	Feb 1995
DFIVX	DFA International Value Portfolio Institutional Cl...	15.08%	—	Feb 1994
DISVX	DFA International Small Cap Value Portfolio	14.63%	—	Dec 1994
DFUSX	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
TDIFX	Dimensional Retirement Income Fund	0.06%	—	Nov 2015
DFUSX	DFA U.S. Large Company Portfolio	0.08%	—	Sep 1999
DFIGX	DFA Intermediate Government Fixed Income Portfolio	0.11%	—	Oct 1990
DIPSX	DFA Inflation-Protected Securities Portfolio	0.11%	—	Sep 2006
DUSQX	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
DFELX	DFA Enhanced U.S. Large Company Portfolio	15.85%	—	Jul 1996
DCMSX	DFA Commodity Strategy Portfolio	8.68%	—	Nov 2010
DGSIX	DFA Global Allocation 60/40 Portfolio	7.97%	—	Dec 2003
DFITX	DFA International Real Estate Securities	6.76%	—	Feb 2007
DRIWX	Dimensional 2030 Target Date Retirement Income Fun...	6.64%	—	Nov 2015

Top Mutual funds Issuers

Fidelity · 969 Mutual funds BlackRock · 356 Mutual funds Vanguard · 295 Mutual funds T. Rowe Price · 225 Mutual funds Franklin Templeton · 174 Mutual funds American Funds · 153 Mutual funds JPMorgan · 124 Mutual funds PIMCO · 124 Mutual funds Invesco · 122 Mutual funds MFS · 112 Mutual funds Nuveen · 106 Mutual funds John Hancock · 101 Mutual funds Eaton Vance · 98 Mutual funds Voya · 98 Mutual funds Columbia · 97 Mutual funds American Century · 88 Mutual funds PGIM · 82 Mutual funds Victory · 79 Mutual funds Goldman Sachs · 78 Mutual funds Federated · 68 Mutual funds Hartford · 68 Mutual funds Principal · 65 Mutual funds TIAA Investments · 65 Mutual funds Charles Schwab · 63 Mutual funds Janus Henderson · 62 Mutual funds Virtus · 59 Mutual funds ProFunds · 58 Mutual funds SEI · 56 Mutual funds Putnam · 55 Mutual funds Allspring Global Investments · 54 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.