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
DFEQX	DFA Short-Term Extended Quality Portfolio	Short-Term Bond	Mar 4, 2009	0.19%	0.47%	1.92%	3.93%	99
DFETX	DFA Emerging Markets II Portfolio	Emerging Markets Diversified	Aug 13, 1997	0.37%	5.59%	9.11%	7.80%	90
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Diversified	Mar 31, 1998	0.45%	5.27%	9.51%	3.56%	90
DFFGX	DFA Short-Term Government Portfolio	Government Bonds	May 31, 1987	0.18%	0.87%	1.18%	2.86%	93
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	Feb 23, 2000	0.29%	5.82%	10.50%	1.62%	51
DFGBX	DFA Five Year Global Fixed Income Portfolio	Global Bonds	Nov 5, 1990	0.23%	0.35%	1.24%	3.46%	65
DFGEX	DFA Global Real Estate Securities Portfolio	REIT	Jun 3, 2008	0.14%	1.53%	3.36%	4.01%	12
DFGFX	DFA Two Year Global Fixed Income Portfolio	Global Bonds	Feb 8, 1996	0.16%	0.88%	1.76%	3.12%	73
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	Sep 15, 2005	0.24%	4.28%	9.79%	3.10%	90
DFIGX	DFA Intermediate Government Fixed Income Portfolio	Government Bonds	Oct 18, 1990	0.11%	0.07%	0.91%	2.30%	25
DFIHX	DFA One Year Fixed Income Portfolio	Ultrashort Bond	Jul 25, 1983	0.13%	0.91%	1.93%	3.72%	100
DFISX	DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	Sep 30, 1996	0.39%	2.64%	8.16%	3.06%	89
DFITX	DFA International Real Estate Securities	REIT	Feb 28, 2007	0.27%	-6.33%	1.51%	7.12%	32
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	Feb 14, 1994	0.30%	7.06%	11.72%	3.93%	94
DFJSX	DFA Japanese Small Company Portfolio	Japan Equities	Jan 30, 1986	0.42%	6.46%	8.78%	3.28%	86
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	Feb 19, 1993	0.22%	4.33%	11.17%	1.62%	52
DFMPX	DFA Municipal Bond Portfolio	Municipal Bonds	Mar 9, 2015	0.21%	-0.18%	1.18%	2.19%	66
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	—	0.19%	-0.82%	12.98%	1.08%	51
DFREX	DFA Real Estate Securities Portfolio Class I	REIT	Jan 5, 1993	0.18%	3.81%	5.04%	2.79%	7
DFRSX	DFA Asia Pacific Small Company	Asia Pacific Equities	Jan 4, 1993	0.42%	-2.28%	6.28%	5.03%	77

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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