Morningstar

DFA Diversified Fixed Income PortfolioInstitutional Class DFXIX

Medalist Rating as of Aug 31, 2026 See Dimensional Investment Hub

Strategy

The investment seeks to provide a market rate of return for a fixed income portfolio with low relative volatility of returns. As a non-fundamental policy, under normal circumstances, the fund will invest directly, or indirectly through its investment in the underlying funds, at least 80% of its net assets in fixed income securities. In addition, the fund and each underlying fund are authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFXIX	DFA Diversified Fixed Income PortfolioInstitutional Class	Institutional	Open			Aug 10, 2016	$1.63B	0.150%	Low	$0	−$44.18M

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