Dimensional Fund Advisors Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.0113.1318.60-10.209.07
    Category Average-3.269.4618.32-9.6410.77
    Assets for Each Yr*279.03336.55431.11396.97439.29
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.07 6.51 4.23

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $439,288 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 40.31 0.30 Very Low
    International Stock 3.0 34.98 0.48 Very Low
    Municipal Bond 1.6 1.87 0.25 Very Low
    Taxable Bond 3.1 9.90 0.19 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    DFA Five-Year Global David A. Plecha 18.20
    DFA One-Year Fixed-I David A. Plecha 13.60
    DFA Short-Term Gover David A. Plecha 13.60
    DFA Intermediate Gov David A. Plecha 13.30
    DFA Two-Year Governm David A. Plecha 11.50

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    DFA Emerging Markets Jed S. Fogdall 0.80
    DFA Global Sustainab Joseph F. Kolerich 0.90
    DFA Em Mkts Sustnby Jed S. Fogdall 1.30
    DFA Global Core Plus Joseph F. Kolerich 1.30
    DFA US Hi Relatv Pro Jed S. Fogdall 1.70