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
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.41%	11.49%	1.48%	59
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.37%	11.59%	1.51%	60
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.17%	0.20%	4.54%	4.96%	52
DRIRX	Dimensional 2020 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.18%	-0.05%	4.50%	5.85%	46
DRIUX	Dimensional 2025 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.18%	-0.16%	4.87%	5.29%	31
DRIWX	Dimensional 2030 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.20%	-0.50%	5.99%	7.01%	28
DRXIX	DFA LTIP Portfolio	Inflation-Protected Bonds	Mar 6, 2012	0.13%	-1.75%	-1.32%	6.01%	2
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	Dec 20, 2012	0.32%	-0.16%	9.77%	0.58%	21
DSCLX	DFA International Social Core Equity Portfolio	Foreign Large Cap Equities	Nov 1, 2012	0.27%	2.75%	9.46%	3.29%	88
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	Apr 5, 2016	0.21%	-0.02%	—	4.01%	39
DSHGX	DFA Selectively Hedged Global Equity Portfolio	Global Equities	Nov 13, 2011	0.31%	1.68%	11.84%	3.14%	76
DSSMX	DFA Selective State Municipal Bond Portfolio	Municipal Bonds	Sep 29, 2020	0.23%	0.29%	—	2.79%	61
DTCPX	DFA Targeted Credit Portfolio	Short-Term Bond	May 20, 2015	0.20%	0.03%	2.09%	3.78%	91
DTDRX	Dimensional 2065 Target Date Retirement Income Fun...	Target Retirement Date	Jan 1, 2020	0.22%	-0.34%	—	1.55%	59
DURPX	DFA US High Relative Profitability Portfolio	Large Cap Blend Equities	May 16, 2017	0.23%	-2.22%	—	1.08%	27
DUSLX	DFA U.S. Large Cap Growth Portfolio	Large Cap Growth Equities	Dec 20, 2012	0.18%	-3.46%	14.12%	0.93%	23
DUSQX	DFA U.S. Large Cap Equity Portfolio	Large Cap Blend Equities	Jun 25, 2013	0.13%	-2.69%	13.62%	1.05%	48
DWFIX	DFA World ex U.S. Government Fixed Income Portfoli...	Global Bonds	Dec 5, 2011	0.20%	0.12%	1.55%	2.46%	25
DWUSX	DFA World ex U.S. Targeted Value Portfolio	Foreign Small & Mid Cap Equities	Oct 31, 2012	0.52%	5.11%	10.94%	2.66%	94
TDIFX	Dimensional Retirement Income Fund	Target Retirement Date	Nov 1, 2015	0.06%	0.38%	4.83%	2.06%	66

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.

Loading graphics...

Time Period