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
Large Growth
Expense Ratio
0.18%
TTM Yield
1.1%
3yr Sharpe
0.44
YTD Return
-10.9%
3yr Return
24.3%
1yr Return
1.4%
Total Assets
$3B
6M Money Flow
-$115M
Foreign Large Value
Expense Ratio
0.27%
TTM Yield
4.0%
3yr Sharpe
0.33
YTD Return
0.9%
3yr Return
19.5%
1yr Return
0.8%
Total Assets
$9B
6M Money Flow
$1B
Foreign Large Value
Expense Ratio
0.28%
TTM Yield
3.9%
3yr Sharpe
0.34
YTD Return
1.1%
3yr Return
19.3%
1yr Return
0.7%
Total Assets
$11B
6M Money Flow
-$393M
Large Blend
Expense Ratio
0.22%
TTM Yield
1.3%
3yr Sharpe
0.36
YTD Return
-11.1%
3yr Return
19.2%
1yr Return
-0.9%
Total Assets
$5B
6M Money Flow
-$164M
Large Blend
Expense Ratio
0.21%
TTM Yield
1.3%
3yr Sharpe
0.34
YTD Return
-10.5%
3yr Return
18.7%
1yr Return
-1.2%
Total Assets
$7B
6M Money Flow
$794M
Foreign Small/Mid Value
Expense Ratio
0.43%
TTM Yield
3.8%
3yr Sharpe
0.29
YTD Return
0.7%
3yr Return
16.8%
1yr Return
3.2%
Total Assets
$11B
6M Money Flow
-$522M
Large Blend
Expense Ratio
0.17%
TTM Yield
1.1%
3yr Sharpe
0.29
YTD Return
-14.3%
3yr Return
15.8%
1yr Return
-2.4%
Total Assets
$6B
6M Money Flow
$56M
Large Blend
Expense Ratio
0.08%
TTM Yield
1.4%
3yr Sharpe
0.30
YTD Return
-13.4%
3yr Return
15.8%
1yr Return
-0.1%
Total Assets
$11B
6M Money Flow
-$506M
Large Blend
Expense Ratio
0.14%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-13.3%
3yr Return
15.5%
1yr Return
-1.4%
Total Assets
$2B
6M Money Flow
$185M
Large Blend
Expense Ratio
0.09%
TTM Yield
1.2%
3yr Sharpe
0.28
YTD Return
-14.1%
3yr Return
14.8%
1yr Return
-1.1%
Total Assets
$12B
6M Money Flow
$3B
Foreign Large Value
Expense Ratio
0.38%
TTM Yield
4.3%
3yr Sharpe
0.24
YTD Return
0.1%
3yr Return
14.3%
1yr Return
0.7%
Total Assets
$280M
6M Money Flow
$5M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.3%
3yr Sharpe
0.25
YTD Return
-13.4%
3yr Return
13.8%
1yr Return
-2.9%
Total Assets
$30B
6M Money Flow
-$2B
Japan Stock
Expense Ratio
0.40%
TTM Yield
3.2%
3yr Sharpe
0.26
YTD Return
-2.8%
3yr Return
13.7%
1yr Return
-0.4%
Total Assets
$196M
6M Money Flow
-$19M
Large Blend
Expense Ratio
0.12%
TTM Yield
1.3%
3yr Sharpe
0.25
YTD Return
-14.1%
3yr Return
13.6%
1yr Return
-1.9%
Total Assets
$7B
6M Money Flow
$872M
Foreign Small/Mid Value
Expense Ratio
0.42%
TTM Yield
2.9%
3yr Sharpe
0.22
YTD Return
-0.5%
3yr Return
13.2%
1yr Return
-0.1%
Total Assets
$2B
6M Money Flow
$275M
Large Blend
Expense Ratio
0.22%
TTM Yield
1.1%
3yr Sharpe
0.22
YTD Return
-15.1%
3yr Return
13.2%
1yr Return
-3.8%
Total Assets
$2B
6M Money Flow
-$84M
Large Blend
Expense Ratio
0.18%
TTM Yield
1.4%
3yr Sharpe
0.23
YTD Return
-13.5%
3yr Return
12.9%
1yr Return
-3.3%
Total Assets
$28B
6M Money Flow
-$2B
Target-Date 2050
Expense Ratio
0.21%
TTM Yield
2.1%
3yr Sharpe
0.23
YTD Return
-9.4%
3yr Return
12.9%
1yr Return
-0.6%
Total Assets
$155M
6M Money Flow
$7M
Target-Date 2045
Expense Ratio
0.20%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
-7.8%
3yr Return
12.6%
1yr Return
0.5%
Total Assets
$178M
6M Money Flow
$2M
Target-Date 2065+
Expense Ratio
0.22%
TTM Yield
2.0%
3yr Sharpe
0.23
YTD Return
-9.7%
3yr Return
12.5%
1yr Return
-0.8%
Total Assets
$29M
6M Money Flow
$7M
Short-Term Bond
Expense Ratio
0.22%
TTM Yield
4.1%
3yr Sharpe
-0.19
YTD Return
2.1%
3yr Return
12.4%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
-$34M
Global Large-Stock Blend
Expense Ratio
0.32%
TTM Yield
2.1%
3yr Sharpe
0.24
YTD Return
-9.8%
3yr Return
12.4%
1yr Return
-2.2%
Total Assets
$275M
6M Money Flow
-$611K
Target-Date 2060
Expense Ratio
0.22%
TTM Yield
2.0%
3yr Sharpe
0.22
YTD Return
-9.8%
3yr Return
12.3%
1yr Return
-0.9%
Total Assets
$85M
6M Money Flow
$6M
Target-Date 2055
Expense Ratio
0.22%
TTM Yield
2.0%
3yr Sharpe
0.22
YTD Return
-9.8%
3yr Return
12.3%
1yr Return
-0.9%
Total Assets
$104M
6M Money Flow
$6M
Ultrashort Bond
Expense Ratio
0.13%
TTM Yield
4.9%
3yr Sharpe
-0.57
YTD Return
1.1%
3yr Return
12.1%
1yr Return
5.0%
Total Assets
$5B
6M Money Flow
$156M
Large Blend
Expense Ratio
0.17%
TTM Yield
1.3%
3yr Sharpe
0.20
YTD Return
-13.5%
3yr Return
11.7%
1yr Return
-3.5%
Total Assets
$28B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.15%
TTM Yield
4.3%
3yr Sharpe
0.21
YTD Return
-14.0%
3yr Return
11.6%
1yr Return
-1.0%
Total Assets
$190M
6M Money Flow
-$7M
Global Bond-USD Hedged
Expense Ratio
0.16%
TTM Yield
4.7%
3yr Sharpe
-0.69
YTD Return
1.1%
3yr Return
11.3%
1yr Return
5.0%
Total Assets
$4B
6M Money Flow
-$138M
Short-Term Bond
Expense Ratio
0.16%
TTM Yield
4.6%
3yr Sharpe
-0.31
YTD Return
1.9%
3yr Return
11.1%
1yr Return
5.9%
Total Assets
$4B
6M Money Flow
$862M
Short Government
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.84
YTD Return
1.1%
3yr Return
11.0%
1yr Return
4.9%
Total Assets
$2B
6M Money Flow
$3M
Ultrashort Bond
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.79
YTD Return
1.1%
3yr Return
11.0%
1yr Return
4.9%
Total Assets
$139M
6M Money Flow
-$3M
Short-Term Bond
Expense Ratio
0.18%
TTM Yield
4.5%
3yr Sharpe
-0.43
YTD Return
1.3%
3yr Return
10.9%
1yr Return
5.4%
Total Assets
$6B
6M Money Flow
-$131M
Ultrashort Bond
Expense Ratio
0.21%
TTM Yield
4.8%
3yr Sharpe
-0.82
YTD Return
1.1%
3yr Return
10.9%
1yr Return
5.0%
Total Assets
$118M
6M Money Flow
-$5M
Foreign Large Blend
Expense Ratio
0.17%
TTM Yield
3.2%
3yr Sharpe
0.14
YTD Return
-0.8%
3yr Return
10.6%
1yr Return
-0.8%
Total Assets
$6B
6M Money Flow
$13M
Global Large-Stock Blend
Expense Ratio
0.27%
TTM Yield
2.1%
3yr Sharpe
0.18
YTD Return
-9.4%
3yr Return
10.5%
1yr Return
-2.2%
Total Assets
$1B
6M Money Flow
$8M
Short-Term Bond
Expense Ratio
0.20%
TTM Yield
4.1%
3yr Sharpe
-0.38
YTD Return
1.2%
3yr Return
10.3%
1yr Return
5.6%
Total Assets
$850M
6M Money Flow
$36M
Global Large-Stock Blend
Expense Ratio
0.26%
TTM Yield
2.0%
3yr Sharpe
0.17
YTD Return
-10.4%
3yr Return
10.2%
1yr Return
-2.5%
Total Assets
$8B
6M Money Flow
-$304M
Global Large-Stock Blend
Expense Ratio
0.34%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-10.4%
3yr Return
10.2%
1yr Return
-2.1%
Total Assets
$55M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
0.09
YTD Return
-5.6%
3yr Return
10.1%
1yr Return
0.9%
Total Assets
$3B
6M Money Flow
-$236M
Foreign Small/Mid Value
Expense Ratio
0.29%
TTM Yield
3.7%
3yr Sharpe
0.13
YTD Return
-0.8%
3yr Return
10.0%
1yr Return
-0.3%
Total Assets
$3B
6M Money Flow
-$73M
Global Bond-USD Hedged
Expense Ratio
0.21%
TTM Yield
4.6%
3yr Sharpe
-0.79
YTD Return
1.2%
3yr Return
9.9%
1yr Return
5.2%
Total Assets
$9B
6M Money Flow
-$156M
Global Bond
Expense Ratio
0.17%
TTM Yield
4.4%
3yr Sharpe
-0.54
YTD Return
1.3%
3yr Return
9.8%
1yr Return
5.5%
Total Assets
$998M
6M Money Flow
-$34M