Morningstar

Dimensional Mutual Funds

View all of Dimensional’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Dimensional Mutual Funds List

1 to 25 of 104 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Dimensional 2065 Target Date Retirement Income Fund Institutional ClassDTDRXTarget-Date 2065
13.02%80.220%LowInstitutional$0
Dimensional 2055 Target Date Retirement Income Fund Institutional ClassDRIKXTarget-Date 2055
12.97%80.210%LowInstitutional$0
DFA Global Core Plus Real Return Portfolio Institutional ClassDFAAXInflation-Protected Bond
0.50%90.290%Below AverageInstitutional$0
DFA Global Allocation 25/75 Portfolio Institutional ClassDGTSXGlobal Conservative Allocation
4.38%150.240%LowInstitutional$0
Dimensional 2050 Target Date Retirement Income Fund Institutional ClassDRIJXTarget-Date 2050
12.29%150.180%LowInstitutional$0
DFA Short-Duration Real Return Portfolio Institutional ClassDFAIXShort-Term Inflation-Protected Bond
2.38%100.220%Below AverageInstitutional$0
DFA Selectively Hedged Global Fixed Income Portfolio Institutional ClassDFSHXGlobal Bond
1.62%110.170%LowInstitutional$0
Dimensional 2060 Target Date Retirement Income Fund Institutional ClassDRILXTarget-Date 2060
13.01%80.220%Below AverageInstitutional$0
DFA Emerging Markets ex China Core Equity Portfolio Institutional ClassDAADXDiversified Emerging Mkts
26.78%120.430%LowInstitutional$0
DFA International Value Portfolio IIIDFVIXForeign Large Value
15.21%300.240%LowInstitutional$0
DFA World ex U.S. Core Equity Portfolio Institutional Class SharesDFWIXForeign Large Blend
12.72%210.300%LowInstitutional$0
DFA Emerging Markets Portfolio IIDFETXDiversified Emerging Mkts
18.89%340.350%LowInstitutional$0
DFA Large Cap International Portfolio Institutional ClassDFALXForeign Large Blend
11.66%370.180%LowInstitutional$0
DFA U.S. Sustainability Targeted Value Portfolio Institutional ClassDAABXSmall Value
14.81%620.330%LowInstitutional$0
DFA Global Allocation 60/40 Portfolio Institutional ClassDGSIXGlobal Moderate Allocation
8.44%350.240%LowInstitutional$0
DFA U.S. Large Cap Equity Portfolio Institutional ClassDUSQXLarge Blend
14.36%210.130%LowInstitutional$0
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXSmall Value
16.59%460.290%LowInstitutional$0
DFA MN Municipal Bond Portfolio Institutional ClassDMNBXMuni Minnesota—1.04%10.300%LowInstitutional$0
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXDiversified Emerging Mkts
19.69%270.440%LowInstitutional$0
DFA U.S. Micro Cap Portfolio Institutional ClassDFSCXSmall Blend
18.69%150.410%LowInstitutional$0
DFA California Municipal Real Return Portfolio Institutional ClassDCARXMuni California Intermediate—2.03%10.250%LowInstitutional$0
DFA International Small Cap Growth PortfolioDISMXForeign Small/Mid Growth
7.51%410.450%LowInstitutional$0
DFA World ex U.S. Value Port Institution ClassDFWVXForeign Large Value
16.48%240.370%LowInstitutional$0
DFA International Value Portfolio Institutional ClassDFIVXForeign Large Value
15.16%320.280%LowInstitutional$0
DFA Global Small Company Portfolio Institutional ClassDGLIXGlobal Small/Mid Stock
11.91%380.420%LowInstitutional$0

Dimensional Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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