Dimensional Fund Advisors

Statistics as of Apr 02, 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.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
0.34%
TTM Yield
1.3%
3yr Sharpe
0.00
YTD Return
-5.4%
3yr Return
15.0%
1yr Return
2.0%
Total Assets
$451M
6M Money Flow
-$938K
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
2.7%
3yr Sharpe
-0.13
YTD Return
-0.9%
3yr Return
7.7%
1yr Return
-1.3%
Total Assets
$1B
6M Money Flow
$212M
Muni California Intermediate
Expense Ratio
0.26%
TTM Yield
2.5%
3yr Sharpe
-0.71
YTD Return
1.6%
3yr Return
7.2%
1yr Return
4.1%
Total Assets
$352M
6M Money Flow
$25M
Muni California Intermediate
Expense Ratio
0.21%
TTM Yield
2.1%
3yr Sharpe
-0.68
YTD Return
0.2%
3yr Return
5.4%
1yr Return
2.2%
Total Assets
$414M
6M Money Flow
-$2M
Commodities Broad Basket
Expense Ratio
0.32%
TTM Yield
3.1%
3yr Sharpe
-0.44
YTD Return
9.4%
3yr Return
-3.9%
1yr Return
11.1%
Total Assets
$1B
6M Money Flow
-$59M
Large Blend
Expense Ratio
0.14%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
8.2%
Total Assets
$1B
6M Money Flow
$528M
Diversified Emerging Mkts
Expense Ratio
0.41%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
4.2%
Total Assets
$225M
6M Money Flow
$26M
Diversified Emerging Mkts
Expense Ratio
0.58%
TTM Yield
4.5%
3yr Sharpe
-0.11
YTD Return
1.5%
3yr Return
8.6%
1yr Return
3.8%
Total Assets
$260M
6M Money Flow
$2M
Diversified Emerging Mkts
Expense Ratio
0.61%
TTM Yield
3.3%
3yr Sharpe
-0.17
YTD Return
-0.2%
3yr Return
6.8%
1yr Return
3.2%
Total Assets
$3B
6M Money Flow
-$338M
Diversified Emerging Mkts
Expense Ratio
0.42%
TTM Yield
2.8%
3yr Sharpe
-0.14
YTD Return
2.4%
3yr Return
6.7%
1yr Return
6.7%
Total Assets
$1B
6M Money Flow
$2M
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
-
Total Assets
$139M
6M Money Flow
-
Inflation-Protected Bond
Expense Ratio
0.29%
TTM Yield
4.0%
3yr Sharpe
-0.34
YTD Return
2.5%
3yr Return
5.6%
1yr Return
6.2%
Total Assets
$270M
6M Money Flow
$3M
Muni National Short
Expense Ratio
0.25%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
3.4%
Total Assets
$184M
6M Money Flow
-$13M
Large Blend
Expense Ratio
0.17%
TTM Yield
1.1%
3yr Sharpe
0.20
YTD Return
-3.2%
3yr Return
25.6%
1yr Return
6.9%
Total Assets
$32B
6M Money Flow
$1B
Diversified Emerging Mkts
Expense Ratio
0.35%
TTM Yield
2.4%
3yr Sharpe
-0.15
YTD Return
2.9%
3yr Return
5.6%
1yr Return
7.2%
Total Assets
$5B
6M Money Flow
$537M
Foreign Large Blend
Expense Ratio
0.18%
TTM Yield
2.7%
3yr Sharpe
0.13
YTD Return
7.8%
3yr Return
20.0%
1yr Return
7.8%
Total Assets
$9B
6M Money Flow
$2B
Short-Term Bond
Expense Ratio
0.22%
TTM Yield
4.1%
3yr Sharpe
-0.19
YTD Return
2.0%
3yr Return
12.5%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
-$34M
Foreign Large Blend
Expense Ratio
0.17%
TTM Yield
3.0%
3yr Sharpe
0.14
YTD Return
8.0%
3yr Return
20.8%
1yr Return
7.8%
Total Assets
$6B
6M Money Flow
$13M
Intermediate Core Bond
Expense Ratio
0.19%
TTM Yield
3.7%
3yr Sharpe
-0.45
YTD Return
2.9%
3yr Return
4.5%
1yr Return
5.6%
Total Assets
$12B
6M Money Flow
-$213M
Real Estate
Expense Ratio
0.19%
TTM Yield
2.8%
3yr Sharpe
-0.29
YTD Return
2.7%
3yr Return
-6.6%
1yr Return
13.0%
Total Assets
$1B
6M Money Flow
$152M
Target-Date 2065+
Expense Ratio
0.24%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
-
Total Assets
0
6M Money Flow
-
Small Blend
Expense Ratio
0.27%
TTM Yield
1.1%
3yr Sharpe
-0.06
YTD Return
-6.3%
3yr Return
11.4%
1yr Return
1.2%
Total Assets
$9B
6M Money Flow
$1B
Small Value
Expense Ratio
0.28%
TTM Yield
1.5%
3yr Sharpe
0.03
YTD Return
-5.5%
3yr Return
17.3%
1yr Return
0.2%
Total Assets
$10B
6M Money Flow
$266M
Large Blend
Expense Ratio
0.12%
TTM Yield
1.2%
3yr Sharpe
0.25
YTD Return
-3.8%
3yr Return
28.0%
1yr Return
8.7%
Total Assets
$7B
6M Money Flow
$872M
Global Large-Stock Blend
Expense Ratio
0.25%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
7.4%
Total Assets
$636M
6M Money Flow
$152M
Foreign Large Blend
Expense Ratio
0.29%
TTM Yield
3.0%
3yr Sharpe
0.02
YTD Return
6.3%
3yr Return
15.5%
1yr Return
7.1%
Total Assets
$8B
6M Money Flow
$327M
Muni California Intermediate
Expense Ratio
0.19%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
1.6%
Total Assets
$410M
6M Money Flow
$81M
Diversified Emerging Mkts
Expense Ratio
0.40%
TTM Yield
3.4%
3yr Sharpe
-0.10
YTD Return
2.0%
3yr Return
8.4%
1yr Return
6.1%
Total Assets
$27B
6M Money Flow
-$728M
Intermediate Core Bond
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.49
YTD Return
2.9%
3yr Return
3.3%
1yr Return
5.9%
Total Assets
$7B
6M Money Flow
$984M
Ultrashort Bond
Expense Ratio
0.21%
TTM Yield
4.8%
3yr Sharpe
-0.82
YTD Return
1.1%
3yr Return
11.0%
1yr Return
5.0%
Total Assets
$117M
6M Money Flow
-$5M
Muni Single State Short
Expense Ratio
0.19%
TTM Yield
2.7%
3yr Sharpe
-1.71
YTD Return
0.8%
3yr Return
7.0%
1yr Return
3.2%
Total Assets
$741M
6M Money Flow
$53M
Europe Stock
Expense Ratio
0.40%
TTM Yield
4.5%
3yr Sharpe
0.01
YTD Return
10.5%
3yr Return
13.7%
1yr Return
9.3%
Total Assets
$104M
6M Money Flow
-$677M
Large Blend
Expense Ratio
0.15%
TTM Yield
3.9%
3yr Sharpe
0.21
YTD Return
-3.7%
3yr Return
26.2%
1yr Return
9.6%
Total Assets
$214M
6M Money Flow
-$7M
Diversified Emerging Mkts
Expense Ratio
0.39%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
6.6%
Total Assets
$5B
6M Money Flow
$567M
Diversified Emerging Mkts
Expense Ratio
0.36%
TTM Yield
3.1%
3yr Sharpe
-0.13
YTD Return
3.6%
3yr Return
6.8%
1yr Return
7.3%
Total Assets
$5B
6M Money Flow
-$117M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.2%
3yr Sharpe
0.25
YTD Return
-3.0%
3yr Return
28.1%
1yr Return
7.7%
Total Assets
$34B
6M Money Flow
-$2B
Short-Term Bond
Expense Ratio
0.18%
TTM Yield
4.5%
3yr Sharpe
-0.43
YTD Return
1.3%
3yr Return
11.1%
1yr Return
5.5%
Total Assets
$6B
6M Money Flow
-$131M
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
3.1%
3yr Sharpe
-0.14
YTD Return
2.5%
3yr Return
6.8%
1yr Return
6.9%
Total Assets
$2B
6M Money Flow
-$67M
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
3.9%
3yr Return
-
1yr Return
6.9%
Total Assets
$986M
6M Money Flow
$244M
Diversified Emerging Mkts
Expense Ratio
0.44%
TTM Yield
4.6%
3yr Sharpe
-0.01
YTD Return
4.0%
3yr Return
12.8%
1yr Return
6.7%
Total Assets
$11B
6M Money Flow
-$102M
Short Government
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.84
YTD Return
1.0%
3yr Return
11.0%
1yr Return
4.8%
Total Assets
$2B
6M Money Flow
$3M
Small Value
Expense Ratio
0.29%
TTM Yield
1.6%
3yr Sharpe
0.03
YTD Return
-5.4%
3yr Return
17.3%
1yr Return
1.2%
Total Assets
$13B
6M Money Flow
-$545M