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
DGCFX	DFA Global Core Plus Fixed Income Portfolio	Global Bonds	Jan 10, 2018	0.25%	-0.08%	—	4.82%	48
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	Dec 24, 2003	0.25%	0.59%	11.49%	3.02%	71
DGLIX	DFA Global Small Company Portfolio	Global Equities	Jan 17, 2017	0.44%	2.96%	—	1.61%	67
DGSFX	DFA Global Sustainability Fixed Income Portfolio	Global Bonds	Nov 5, 2018	0.26%	-0.09%	—	3.58%	20
DGSIX	DFA Global Allocation 60/40 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.50%	8.07%	8.58%	78
DGTSX	DFA Global Allocation 25/75 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.59%	4.94%	5.91%	91
DIHRX	DFA International High Relative Profitability Port...	Foreign Large Cap Equities	May 16, 2017	0.30%	2.69%	—	2.53%	66
DILRX	DFA International Large Cap Growth Portfolio	Foreign Large Cap Equities	Dec 19, 2012	0.29%	1.08%	8.55%	1.92%	50
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	Sep 17, 2006	0.11%	0.36%	2.53%	2.05%	13
DISMX	DFA International Small Cap Growth Portfolio	Foreign Small & Mid Cap Equities	Dec 19, 2012	0.53%	0.62%	6.84%	1.96%	71
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	Dec 28, 1994	0.46%	4.85%	10.53%	6.88%	95
DMNBX	DFA MN Municipal Bond Portfolio	Municipal Bonds	Jul 24, 2017	0.32%	0.40%	—	2.39%	94
DMREX	DFA Municipal Real Return Portfolio	Municipal Bonds	Nov 3, 2014	0.24%	1.10%	2.77%	3.30%	91
DNYMX	DFA NY Municipal Bond Portfolio	Municipal Bonds	Jun 15, 2015	0.25%	0.57%	1.34%	2.74%	97
DOGMX	DFA Oregon Municipal Bond Portfolio	Municipal Bonds	Sep 9, 2019	0.32%	0.25%	—	2.36%	69
DREIX	DFA World Core Equity Portfolio	Global Equities	Mar 6, 2012	0.27%	0.97%	11.32%	5.23%	75
DRIGX	Dimensional 2035 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.21%	-0.65%	7.18%	6.95%	36
DRIHX	Dimensional 2040 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.56%	8.87%	5.06%	54
DRIIX	Dimensional 2045 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.25%	10.94%	2.94%	70
DRIJX	Dimensional 2050 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.28%	11.57%	2.54%	70

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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