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 Funds List

Share Class Type

1 to 25 of 103 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
DFA Diversified Fixed Income InstlDFXIXIntermediate Core Bond4.14%750.150%LowInstitutional$0
DFA Emerging Markets Small Cap IDEMSXDiversified Emerging Mkts12.12%680.590%LowInstitutional$0
DFA Global Allocation 25/75 IDGTSXConservative Allocation7.18%410.240%LowInstitutional$0
DFA Short-Duration Real Return InstlDFAIXShort-Term Bond4.97%470.220%LowInstitutional$0
DFA US Large Company IDFUSXLarge Blend20.67%260.080%LowInstitutional$0
Dimensional 2045 Target Dt Rtr Inc InstlDRIIXTarget-Date 204514.89%450.220%LowInstitutional$0
Dimensional 2050 Target Dt Rtr Inc InstlDRIJXTarget-Date 205016.63%100.220%LowInstitutional$0
Dimensional 2055 Target Dt Rtr Inc InstlDRIKXTarget-Date 205516.80%110.220%LowInstitutional$0
Dimensional 2060 Target Dt Rtr Inc InstlDRILXTarget-Date 206016.70%120.220%LowInstitutional$0
Dimensional 2065 Target Dt Rtr Inc InstlDTDRXTarget-Date 2065+16.71%130.220%LowInstitutional$0
DFA CA Municipal Real Return InstlDCARXMuni California Intermediate—2.73%600.260%LowInstitutional$0
DFA Emerging Markets Core Equity IDFCEXDiversified Emerging Mkts15.74%420.390%LowInstitutional$0
DFA Emerging Markets IDFEMXDiversified Emerging Mkts16.08%370.350%LowInstitutional$0
DFA Emerging Markets IIDFETXDiversified Emerging Mkts16.07%380.340%LowInstitutional$0
DFA Emerging Markets Social Core PortDFESXDiversified Emerging Mkts15.49%430.440%LowInstitutional$0
DFA Emerging Markets Trgt Val InstlDEMGXDiversified Emerging Mkts13.59%570.580%LowInstitutional$0
DFA Emerging Markets Value IDFEVXDiversified Emerging Mkts15.28%450.440%LowInstitutional$0
DFA Five-Year Global Fixed-Income IDFGBXGlobal Bond-USD Hedged—4.23%460.210%LowInstitutional$0
DFA Global Allocation 60/40 IDGSIXModerate Allocation11.35%550.250%LowInstitutional$0
DFA Global Core Plus Real Return InstlDFAAXInflation-Protected Bond5.44%110.290%LowInstitutional$0
DFA Global Equity IDGEIXGlobal Large-Stock Blend16.10%390.250%LowInstitutional$0
DFA Global Real Estate Securities PortDFGEXGlobal Real Estate10.91%360.220%LowInstitutional$0
DFA Global Small Company InstitutionalDGLIXGlobal Small/Mid Stock9.50%260.420%LowInstitutional$0
DFA Inflation-Protected Securities IDIPSXInflation-Protected Bond5.14%240.110%LowInstitutional$0
DFA International Small Cap GrowthDISMXForeign Small/Mid Growth7.63%410.490%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

  • 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.

  • Category

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

  • 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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