DFAT
DFA Investment Dimensions Group Inc.
1 year +17.4%Assets$13.94BDimensional Fund Advisors
Fee0.27%a year
Yield1.4%
This year+15.8%
5 years+10.2%a year on average
Components1172top 10: 7%
Returns
This year
+15.8%
1 year
+17.4%
3 years, yearly
+17.5%
5 years, yearly
+10.2%
10 years, yearly
+10.3%
The fund's own total return. Volatility 13.3% over one year, 18.3% over three; Sharpe ratio over three years 0.60.
Sectors
Financial Services28.9%
Industrials15.9%
Consumer Cyclicals14.9%
Energy11.2%
Technology8.6%
Consumer Defensive7.2%
Healthcare6.9%
Basic Materials3.8%
Communication Services2.0%
Real Estate1.0%
Utilities0.4%
Regions
North America94.9%
Latin America1.3%
Asia Emerging0.5%
Europe Developed0.3%
United Kingdom0.0%
Australasia0.0%
Africa/Middle East0.0%
Asia Developed0.0%
Asset classes
Stock US102.7%
Stock non-US2.0%
About the fund
- Issuer
- Dimensional Fund Advisors
- Since
- 1998-12-11
- Listed on
- NYSE ARCA
- ISIN
- US25434V6092
- Turnover
- 3% a year
The fund purchases a broad and diverse group of the readily marketable securities of U.S. small and mid cap companies that the advisor determines to be value stocks with higher profitability. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the fund.
From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.