Dimensional Fund Advisors

Statistics as of Apr 04, 2025

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Found total of 140 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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.7%
3yr Return
-
1yr Return
-
Total Assets
$135M
6M Money Flow
-
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.7%
3yr Return
-
1yr Return
-
Total Assets
$129M
6M Money Flow
$78M
Foreign Small/Mid Value
Expense Ratio
0.30%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
-
Total Assets
$73M
6M Money Flow
$28M
Small Growth
Expense Ratio
0.32%
TTM Yield
0.8%
3yr Sharpe
0.06
YTD Return
-14.8%
3yr Return
6.8%
1yr Return
-8.0%
Total Assets
$1B
6M Money Flow
$137M
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
0.17%
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 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
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
Large Blend
Expense Ratio
0.17%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-14.2%
3yr Return
-
1yr Return
-2.3%
Total Assets
$1B
6M Money Flow
$134M
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
Large Blend
Expense Ratio
0.14%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-13.3%
3yr Return
-
1yr Return
-2.4%
Total Assets
$1B
6M Money Flow
$528M
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
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
0.14%
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
0.21%
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
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
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
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
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
0.18%
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
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
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 Value
Expense Ratio
0.19%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-10.2%
3yr Return
-
1yr Return
-4.1%
Total Assets
$365M
6M Money Flow
$112M
Mid-Cap Value
Expense Ratio
0.24%
TTM Yield
1.5%
3yr Sharpe
0.09
YTD Return
-13.8%
3yr Return
6.8%
1yr Return
-7.4%
Total Assets
$4B
6M Money Flow
-$262M
Muni National Short
Expense Ratio
0.21%
TTM Yield
1.5%
3yr Sharpe
-0.79
YTD Return
1.1%
3yr Return
5.2%
1yr Return
3.0%
Total Assets
$469M
6M Money Flow
-$57M
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
0.30%
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
Global Large-Stock Blend
Expense Ratio
0.25%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-10.5%
3yr Return
-
1yr Return
-2.5%
Total Assets
$574M
6M Money Flow
$152M
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 Growth
Expense Ratio
0.27%
TTM Yield
1.8%
3yr Sharpe
0.01
YTD Return
-1.1%
3yr Return
4.8%
1yr Return
-2.4%
Total Assets
$878M
6M Money Flow
$67M
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
Large Value
Expense Ratio
0.21%
TTM Yield
1.9%
3yr Sharpe
0.13
YTD Return
-9.4%
3yr Return
8.1%
1yr Return
-6.5%
Total Assets
$10B
6M Money Flow
-$21M
Muni Single State Short
Expense Ratio
0.30%
TTM Yield
1.9%
3yr Sharpe
-0.82
YTD Return
1.0%
3yr Return
5.2%
1yr Return
3.0%
Total Assets
$75M
6M Money Flow
$3M
Large Value
Expense Ratio
0.22%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-8.3%
3yr Return
-
1yr Return
-5.4%
Total Assets
$3B
6M Money Flow
$712M
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
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
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
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
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
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
Large Value
Expense Ratio
0.23%
TTM Yield
2.1%
3yr Sharpe
0.15
YTD Return
-8.1%
3yr Return
9.2%
1yr Return
-5.5%
Total Assets
$25B
6M Money Flow
-$1B