Dimensional Fund Advisors

Statistics as of Apr 04, 2025

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Found total of 141 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▲1yr ReturnTotal Assets6M Money Flow
Inflation-Protected Bond
Expense Ratio
0.12%
TTM Yield
5.4%
3yr Sharpe
-0.91
YTD Return
5.8%
3yr Return
-35.0%
1yr Return
2.0%
Total Assets
$372M
6M Money Flow
-$2M
Miscellaneous Region
Expense Ratio
0.41%
TTM Yield
5.1%
3yr Sharpe
-0.46
YTD Return
-9.3%
3yr Return
-21.8%
1yr Return
-11.0%
Total Assets
$128M
6M Money Flow
-$4M
Global Real Estate
Expense Ratio
0.27%
TTM Yield
6.2%
3yr Sharpe
-0.54
YTD Return
0.6%
3yr Return
-20.8%
1yr Return
-3.2%
Total Assets
$3B
6M Money Flow
-$268M
Global Real Estate
Expense Ratio
0.22%
TTM Yield
3.9%
3yr Sharpe
-0.36
YTD Return
-3.2%
3yr Return
-14.8%
1yr Return
3.4%
Total Assets
$7B
6M Money Flow
-$535M
Real Estate
Expense Ratio
0.19%
TTM Yield
3.0%
3yr Sharpe
-0.29
YTD Return
-4.7%
3yr Return
-12.7%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
$152M
Real Estate
Expense Ratio
0.18%
TTM Yield
3.1%
3yr Sharpe
-0.29
YTD Return
-4.6%
3yr Return
-12.6%
1yr Return
5.7%
Total Assets
$7B
6M Money Flow
-$265M
Commodities Broad Basket
Expense Ratio
0.32%
TTM Yield
3.3%
3yr Sharpe
-0.44
YTD Return
1.9%
3yr Return
-11.6%
1yr Return
2.0%
Total Assets
$1B
6M Money Flow
-$59M
Foreign Small/Mid Growth
Expense Ratio
0.45%
TTM Yield
2.6%
3yr Sharpe
-0.26
YTD Return
-3.9%
3yr Return
-8.6%
1yr Return
-3.6%
Total Assets
$231M
6M Money Flow
-$12M
Target-Date 2030
Expense Ratio
0.17%
TTM Yield
3.4%
3yr Sharpe
-0.41
YTD Return
-0.9%
3yr Return
-5.4%
1yr Return
2.7%
Total Assets
$164M
6M Money Flow
-$23M
Target-Date 2025
Expense Ratio
0.16%
TTM Yield
3.1%
3yr Sharpe
-0.49
YTD Return
1.1%
3yr Return
-4.8%
1yr Return
4.3%
Total Assets
$127M
6M Money Flow
-$21M
Diversified Emerging Mkts
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
-0.15
YTD Return
-4.6%
3yr Return
-3.7%
1yr Return
-0.4%
Total Assets
$5B
6M Money Flow
$537M
Miscellaneous Region
Expense Ratio
0.51%
TTM Yield
4.2%
3yr Sharpe
-0.11
YTD Return
-7.8%
3yr Return
-2.8%
1yr Return
-2.9%
Total Assets
$19M
6M Money Flow
-$624K
Target-Date 2035
Expense Ratio
0.18%
TTM Yield
3.3%
3yr Sharpe
-0.26
YTD Return
-3.0%
3yr Return
-1.9%
1yr Return
1.6%
Total Assets
$180M
6M Money Flow
-$8M
Diversified Emerging Mkts
Expense Ratio
0.36%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
-3.1%
3yr Return
-1.6%
1yr Return
0.5%
Total Assets
$5B
6M Money Flow
-$117M
Target-Date 2020
Expense Ratio
0.18%
TTM Yield
2.9%
3yr Sharpe
-0.45
YTD Return
1.1%
3yr Return
-1.4%
1yr Return
4.7%
Total Assets
$67M
6M Money Flow
-$7M
Diversified Emerging Mkts
Expense Ratio
0.42%
TTM Yield
2.9%
3yr Sharpe
-0.14
YTD Return
-3.6%
3yr Return
-1.2%
1yr Return
0.3%
Total Assets
$1B
6M Money Flow
$2M
Global Bond-USD Hedged
Expense Ratio
0.20%
TTM Yield
3.5%
3yr Sharpe
-0.59
YTD Return
1.5%
3yr Return
-1.2%
1yr Return
4.2%
Total Assets
$946M
6M Money Flow
-$21M
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
3.3%
3yr Sharpe
-0.14
YTD Return
-3.6%
3yr Return
-1.1%
1yr Return
0.4%
Total Assets
$2B
6M Money Flow
-$67M
Small Blend
Expense Ratio
0.41%
TTM Yield
1.2%
3yr Sharpe
-0.06
YTD Return
-17.1%
3yr Return
-0.6%
1yr Return
-8.7%
Total Assets
$6B
6M Money Flow
-$734M
Small Blend
Expense Ratio
0.27%
TTM Yield
1.2%
3yr Sharpe
-0.06
YTD Return
-16.6%
3yr Return
-0.6%
1yr Return
-9.5%
Total Assets
$8B
6M Money Flow
$1B
Foreign Small/Mid Blend
Expense Ratio
0.39%
TTM Yield
2.4%
3yr Sharpe
-0.05
YTD Return
-3.3%
3yr Return
-0.1%
1yr Return
-2.4%
Total Assets
$2B
6M Money Flow
$382M
Diversified Emerging Mkts
Expense Ratio
0.61%
TTM Yield
3.5%
3yr Sharpe
-0.17
YTD Return
-5.0%
3yr Return
0.2%
1yr Return
-2.0%
Total Assets
$3B
6M Money Flow
-$338M
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
2.9%
3yr Sharpe
-0.13
YTD Return
-6.7%
3yr Return
0.2%
1yr Return
-7.3%
Total Assets
$1B
6M Money Flow
$212M
Diversified Emerging Mkts
Expense Ratio
0.40%
TTM Yield
3.6%
3yr Sharpe
-0.10
YTD Return
-4.1%
3yr Return
0.5%
1yr Return
-0.4%
Total Assets
$26B
6M Money Flow
-$728M
Small Blend
Expense Ratio
0.27%
TTM Yield
1.3%
3yr Sharpe
-0.04
YTD Return
-16.3%
3yr Return
0.7%
1yr Return
-8.4%
Total Assets
$14B
6M Money Flow
-$377M
Global Small/Mid Stock
Expense Ratio
0.42%
TTM Yield
2.2%
3yr Sharpe
-0.05
YTD Return
-11.7%
3yr Return
1.1%
1yr Return
-5.9%
Total Assets
$83M
6M Money Flow
-$5M
Inflation-Protected Bond
Expense Ratio
0.11%
TTM Yield
3.0%
3yr Sharpe
-0.64
YTD Return
4.7%
3yr Return
1.4%
1yr Return
7.0%
Total Assets
$5B
6M Money Flow
-$162M
Inflation-Protected Bond
Expense Ratio
0.11%
TTM Yield
4.0%
3yr Sharpe
-0.62
YTD Return
4.8%
3yr Return
1.5%
1yr Return
6.9%
Total Assets
$892M
6M Money Flow
$94M
Small Value
Expense Ratio
0.30%
TTM Yield
1.7%
3yr Sharpe
0.00
YTD Return
-18.1%
3yr Return
1.7%
1yr Return
-12.9%
Total Assets
$4B
6M Money Flow
$704M
Diversified Emerging Mkts
Expense Ratio
0.58%
TTM Yield
4.8%
3yr Sharpe
-0.11
YTD Return
-3.6%
3yr Return
1.7%
1yr Return
-1.7%
Total Assets
$247M
6M Money Flow
$2M
Intermediate Government
Expense Ratio
0.12%
TTM Yield
2.8%
3yr Sharpe
-0.63
YTD Return
4.6%
3yr Return
2.0%
1yr Return
6.4%
Total Assets
$6B
6M Money Flow
-$103M
Foreign Small/Mid Blend
Expense Ratio
0.39%
TTM Yield
3.5%
3yr Sharpe
-0.03
YTD Return
-2.7%
3yr Return
2.1%
1yr Return
-1.6%
Total Assets
$11B
6M Money Flow
-$1B
Target-Date 2015
Expense Ratio
0.17%
TTM Yield
2.7%
3yr Sharpe
-0.36
YTD Return
1.0%
3yr Return
2.4%
1yr Return
5.1%
Total Assets
$24M
6M Money Flow
-$3M
Small Value
Expense Ratio
0.34%
TTM Yield
1.4%
3yr Sharpe
0.00
YTD Return
-15.9%
3yr Return
2.6%
1yr Return
-8.8%
Total Assets
$401M
6M Money Flow
-$938K
Intermediate Core Bond
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.49
YTD Return
3.3%
3yr Return
3.4%
1yr Return
6.0%
Total Assets
$7B
6M Money Flow
$984M
Small Value
Expense Ratio
0.31%
TTM Yield
1.8%
3yr Sharpe
0.03
YTD Return
-17.8%
3yr Return
3.5%
1yr Return
-11.8%
Total Assets
$13B
6M Money Flow
-$597M
Foreign Large Blend
Expense Ratio
0.29%
TTM Yield
2.2%
3yr Sharpe
-0.01
YTD Return
-1.0%
3yr Return
3.7%
1yr Return
-4.6%
Total Assets
$1B
6M Money Flow
-$13M
Global Bond-USD Hedged
Expense Ratio
0.22%
TTM Yield
4.2%
3yr Sharpe
-0.44
YTD Return
1.8%
3yr Return
4.1%
1yr Return
4.7%
Total Assets
$700M
6M Money Flow
-$24M
Small Value
Expense Ratio
0.28%
TTM Yield
1.7%
3yr Sharpe
0.03
YTD Return
-16.5%
3yr Return
4.2%
1yr Return
-11.2%
Total Assets
$9B
6M Money Flow
$266M
Small Value
Expense Ratio
0.29%
TTM Yield
1.8%
3yr Sharpe
0.03
YTD Return
-16.4%
3yr Return
4.3%
1yr Return
-10.2%
Total Assets
$11B
6M Money Flow
-$545M
Foreign Large Blend
Expense Ratio
0.28%
TTM Yield
2.4%
3yr Sharpe
0.02
YTD Return
-0.7%
3yr Return
4.6%
1yr Return
-3.9%
Total Assets
$3B
6M Money Flow
$735M
Inflation-Protected Bond
Expense Ratio
0.29%
TTM Yield
4.0%
3yr Sharpe
-0.34
YTD Return
1.9%
3yr Return
4.7%
1yr Return
5.3%
Total Assets
$268M
6M Money Flow
$3M