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Dfa Investment Dimensions

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
363129984

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
ASIA PACIFIC SMALL COMPANY PORTFOLIO DFRSX 1.28 0.08 -1.52 370.1M 1 Jul 2021
CONTINENTAL SMALL COMPANY PORTFOLIO DFCSX 4.24 -2.47 3.44 868.53M 1 Jul 2021
DFA California Intermediate-Term Municipal Bond Portfolio -0.01 0 0.37 633.12M 382 Jul 2021
DFA California Municipal Real Return Portfolio 0.74 0.35 1.21 197.98M 236 Jul 2021
DFA California Short-Term Municipal Bond Portfolio -0.06 0.03 0.03 879.6M 262 Jul 2021
DFA Commodity Strategy Portfolio 3.18 2.31 2.11 1.64B 188 Jul 2021
DFA Diversified Fixed Income Portfolio 0.39 0.39 1.08 2.51B 19 Jul 2021
DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO DFGBX 0.18 -0.18 0.82 14.26B 253 Jul 2021
DFA Global Core Plus Fixed Income Portfolio 0.47 0.93 1.48 3.44B 875 Jul 2021
DFA Global Core Plus Real Return Portfolio 0.9 0.8 2.86 237.14M 285 Jul 2021
DFA Global Real Estate Securities Portfolio 1.31 2.02 3.89 10.58B 156 Jul 2021
DFA Global Sustainability Fixed Income Portfolio 0.46 0.91 1.71 860.63M 427 Jul 2021
DFA Inflation-Protected Securities Portfolio 1.14 0.32 3.18 7.01B 20 Jul 2021
DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO DFIGX 0.39 0.59 1.63 6.31B 70 Jul 2021
DFA Intermediate-Term Extended Quality Portfolio 0.63 1.62 1.58 2.23B 382 Jul 2021
DFA Intermediate-Term Municipal Bond Portfolio -0.09 0.01 0.4 2.18B 592 Jul 2021
DFA International Real Estate Securities Portfolio 2.26 0 2.62 6.87B 300 Jul 2021
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DISVX 4.11 -3.02 1.16 13.13B 1,912 Jul 2021
DFA Investment Grade Portfolio 0.52 0.66 1.37 14.52B 699 Jul 2021
DFA LTIP PORTFOLIO 2.47 5.09 4.93 389.67M 4 Jul 2021
DFA MN Municipal Bond Portfolio -0.03 -0.04 0.17 40.72M 72 Jul 2021
DFA Municipal Bond Portfolio -0.02 -0.02 0.46 650.09M 386 Jul 2021
DFA Municipal Real Return Portfolio 0.75 0.18 1.4 1.08B 404 Jul 2021
DFA NY MUNICIPAL BOND PORTFOLIO -0.05 -0.05 0.15 118.81M 162 Jul 2021
DFA ONE-YEAR FIXED INCOME PORTFOLIO DFIHX 0 0 0 6.03B 147 Jul 2021
DFA Oregon Municipal Bond Portfolio DOGMX 0.04 -0.07 0.44 51.08M 128 Jul 2021
DFA REAL ESTATE SECURITIES PORTFOLIO DFREX 0.89 3.07 4.53 11.56B 162 Jul 2021
DFA Selective State Municipal Bond Portfolio DSSMX 0.15 0.04 0.64 251.9M 387 Jul 2021
DFA Selectively Hedged Global Fixed Income Portfolio 0.2 -0.1 0.41 1.23B 317 Jul 2021
DFA Short-Duration Real Return Portfolio 0.78 0.29 1.25 1.65B 433 Jul 2021
DFA Short-Term Extended Quality Portfolio 0.18 -0.09 0.45 7.45B 521 Jul 2021
DFA SHORT-TERM GOVERNMENT PORTFOLIO DFFGX 0.19 -0.26 0.57 1.78B 12 Jul 2021
DFA SHORT-TERM MUNICIPAL BOND PORTFOLIO DFSMX 0.03 0.02 0.01 2.5B 537 Jul 2021
DFA Social Fixed Income Portfolio 0.52 0.73 1.28 554.46M 432 Jul 2021
DFA TARGETED CREDIT PORTFOLIO 0.29 0 0.39 950.29M 405 Jul 2021
DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO DFGFX 0 0 0 5.87B 242 Jul 2021
DFA World ex U.S. Government Fixed Income Portfolio 0.2 0.69 2.24 1.83B 95 Jul 2021
DIMENSIONAL 2010 TARGET DATE RETIREMENT INCOME FUND 1.2 0.49 2.38 21.21M 8 Jul 2021
DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND 1.4 0.76 2.78 45.81M 8 Jul 2021
DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND 1.5 1.3 2.88 135.02M 7 Jul 2021
DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND 1.7 1.85 2.77 178.57M 9 Jul 2021
DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND 1.76 1.99 2.37 184.42M 10 Jul 2021
DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND 1.65 1.72 1.8 157.1M 9 Jul 2021
DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND 1.42 0.95 1.08 122.95M 9 Jul 2021
DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND 1.53 0.78 0.9 94.32M 8 Jul 2021
DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND 1.65 0.87 0.96 70.35M 8 Jul 2021
DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND 1.68 0.86 0.94 38.81M 8 Jul 2021
DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND 1.67 0.86 0.94 34.47M 8 Jul 2021
Dimensional 2065 Target Date Retirement Income Fund 1.65 0.94 0.89 2.22M 8 Jul 2021
DIMENSIONAL RETIREMENT INCOME FUND 0.91 0.32 1.74 67.44M 7 Jul 2021
EMERGING MARKETS CORE EQUITY PORTFOLIO DFCEX 2.29 1.22 -4.74 30.89B 6,143 Jul 2021
EMERGING MARKETS PORTFOLIO DFEMX 2.27 0.63 -5.55 6.21B 1 Jul 2021
EMERGING MARKETS SMALL CAP PORTFOLIO DEMSX 2 3.12 -2.56 5.42B 1 Jul 2021
Emerging Markets Social Core Equity Portfolio 1.65 1.05 -5.01 1.81B 5,370 Jul 2021
Emerging Markets Sustainability Core 1 Portfolio 1.69 1.09 -5.31 953.33M 4,657 Jul 2021
Emerging Markets Targeted Value Portfolio 2.42 1.33 -3.35 257.07M 2,645 Jul 2021
EMERGING MARKETS VALUE PORTFOLIO DFEVX 3.09 0.16 -4.19 13.51B 1 Jul 2021
ENHANCED U.S. LARGE COMPANY PORTFOLIO DFELX 0.71 2.18 2.48 420.08M 120 Jul 2021
Global Small Company Portfolio 2.48 -0.39 -0.66 94.21M 7 Jul 2021
Global Social Core Equity Portfolio DGBEX 1.79 0.04 0.31 111.12M 4 Jul 2021
INTERNATIONAL CORE EQUITY PORTFOLIO DFIEX 3.77 -1.65 1.06 36.86B 5,255 Jul 2021
International High Relative Profitability Portfolio DIHRX 3.78 -0.22 1.76 2.29B 552 Jul 2021
International Large Cap Growth Portfolio 3.63 -0.03 2.23 722.87M 490 Jul 2021
International Small Cap Growth Portfolio 2.05 -0.33 2.49 287.26M 1,521 Jul 2021
INTERNATIONAL SMALL COMPANY PORTFOLIO DFISX 3.17 -1.62 1.94 12.49B 7 Jul 2021
International Social Core Equity Portfolio 3.64 -2.1 1.17 1.7B 4,378 Jul 2021
International Sustainability Core 1 Portfolio 3.68 -1.45 1.36 3.44B 4,330 Jul 2021
International Vector Equity Portfolio 3.91 -1.95 0.84 3.94B 4,904 Jul 2021
JAPANESE SMALL COMPANY PORTFOLIO DFJSX -0.04 0.35 1.45 430.52M 1 Jul 2021
LARGE CAP INTERNATIONAL PORTFOLIO DFALX 3.94 -1.44 0.81 6.41B 1,390 Jul 2021
Selectively Hedged Global Equity Portfolio 1.93 0.74 -0.05 343.2M 23 Jul 2021
T.A. U.S. Core Equity 2 Portfolio 5.23 4.5 4.37 13.23B 2,466 Apr 2021
T.A. World ex U.S. Core Equity Portfolio 3.36 -0.78 -0.86 4.7B 9,378 Jul 2021
TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO DTMIX 5.09 -2.48 -0.7 3.5B 509 Jul 2021
TAX-MANAGED U.S. EQUITY PORTFOLIO DTMEX 3.08 3.82 5.27 5.45B 1,937 Apr 2021
TAX-MANAGED U.S. MARKETWIDE VALUE PORTFOLIO DTMMX 3.08 -1.83 -0.21 5.82B 1 Jul 2021
TAX-MANAGED U.S. SMALL CAP PORTFOLIO DFTSX 9.23 4.31 2.54 4.32B 1,942 Apr 2021
Tax-Managed U.S. Targeted Value Portfolio DTMVX 11.71 6.57 3.1 6.13B 1,362 Apr 2021
U.S. CORE EQUITY 1 PORTFOLIO DFEOX 1.07 1.24 1.39 32.88B 2,562 Jul 2021
U.S. CORE EQUITY 2 PORTFOLIO DFQTX 1.29 0.84 1.2 34.89B 2,623 Jul 2021
U.S. High Relative Profitability Portfolio DURPX 0.44 2.45 2.9 5.62B 197 Jul 2021
U.S. Large Cap Equity Portfolio 0.77 1.88 2 2.17B 709 Jul 2021
U.S. Large Cap Growth Portfolio 0.03 2.78 3.44 2.87B 189 Jul 2021
U.S. LARGE CAP VALUE PORTFOLIO DFLVX 3.35 -1.94 -0.22 24.9B 1 Jul 2021
U.S. MICRO CAP PORTFOLIO DFSCX 3.09 -0.21 -2.32 7.89B 1,656 Jul 2021
U.S. Small Cap Growth Portfolio 0.83 0.46 0.34 1.03B 528 Jul 2021
U.S. SMALL CAP PORTFOLIO DFSTX 2.15 -0.51 -1.44 18.32B 2,076 Jul 2021
U.S. SMALL CAP VALUE PORTFOLIO DFSVX 4.61 -2.79 -2.08 15.46B 1,016 Jul 2021
U.S. Social Core Equity 2 Portfolio 0.86 0.87 1.23 1.76B 2,373 Jul 2021
U.S. Sustainability Core 1 Portfolio 0.74 1.63 2 5.31B 2,126 Jul 2021
U.S. Sustainability Targeted Value Portfolio 3.04 -2.92 -1.24 249.11M 1,086 Jul 2021
U.S. Targeted Value Portfolio DFFVX 3.98 -2.62 -1.85 12.75B 1,392 Jul 2021
U.S. VECTOR EQUITY PORTFOLIO DFVEX 2.33 -1.09 -0.64 5.34B 2,442 Jul 2021
UNITED KINGDOM SMALL COMPANY PORTFOLIO DFUKX 4.6 -4.27 2.93 48.45M 1 Jul 2021
VA Equity Allocation Portfolio 2.24 0.2 0.46 97.8M 10 Jul 2021
VA GLOBAL BOND PORTFOLIO 0.19 -0.19 0.85 431.17M 133 Jul 2021
VA Global Moderate Allocation Portfolio 1.34 0.19 0.56 185.72M 13 Jul 2021
VA INTERNATIONAL SMALL PORTFOLIO 3.08 -1.46 1.69 342.71M 3,660 Jul 2021
VA INTERNATIONAL VALUE PORTFOLIO 5.4 -2.63 -0.66 419.87M 501 Jul 2021
VA SHORT-TERM FIXED PORTFOLIO 0 0 0 294.29M 110 Jul 2021
VA U.S. LARGE VALUE PORTFOLIO 3.21 -1.88 -0.31 636.13M 365 Jul 2021
VA U.S. TARGETED VALUE PORTFOLIO 4.22 -2.47 -1.83 515.62M 1,244 Jul 2021
VIT Inflation-Protected Securities Portfolio 1.15 0.35 3.23 212.65M 19 Jul 2021
World Core Equity Portfolio 2.04 0.34 0.5 1.08B 4 Jul 2021
World ex U.S. Core Equity Portfolio 3.35 -0.62 -0.79 4.34B 9,803 Jul 2021
World ex U.S. Targeted Value Portfolio 3.52 -1.59 -0.84 770.58M 5,347 Jul 2021
World ex U.S. Value Portfolio 4.49 -1.76 -1.66 306.81M 3 Jul 2021

Calendar

9 Jul 21
17 Oct 21
31 Oct 21

Current reports

No filings