We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Top 3 Dimensional Mutual Funds Positioned for Solid Gains
Read MoreHide Full Article
Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions across various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,600 professionals in more than 15 offices worldwide.
It invests in domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of June 30, 2025, Dimensional Fund Advisor had nearly $1.3 trillion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 41 years ago, this fund family is headquartered in Austin, TX.
DFA US Large Company invests the majority of its net assets in equity securities that are part of the S&P 500 Index in almost the same proportion that they are represented in the index. DFUSX also purchases and sells futures contracts and options on futures contracts for U.S. equity securities to adjust its exposure.
DFA US Large Company has three-year annualized returns of 20.5%. As of July 2025, DFUSX held 504 issues, with 8% invested in NVIDIA.
DFA US Micro Cap uses a market-cap-weighted strategy to invest broadly in U.S. micro-cap stocks, using equity futures and options to manage market exposure and cash flows.
DFA US Micro Cap has three-year annualized returns of 10.6%. DFSCX has an expense ratio of 0.42%.
DFA Emerging Markets Small Cap is a feeder fund investing primarily in the DFA Emerging Markets Small Cap Series, which allocates the majority of its assets to approved emerging market small-cap securities.
DFA Emerging Markets Small Cap has three-year annualized returns of 12.4%. Ethan Wren has been one of the fund managers of DEMSX since 2020.
Image: Bigstock
Top 3 Dimensional Mutual Funds Positioned for Solid Gains
Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions across various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,600 professionals in more than 15 offices worldwide.
It invests in domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of June 30, 2025, Dimensional Fund Advisor had nearly $1.3 trillion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 41 years ago, this fund family is headquartered in Austin, TX.
Below, we share with you three top-ranked Dimensional mutual funds, namely DFA US Large Company (DFUSX - Free Report) , DFA US Micro Cap (DFSCX - Free Report) and DFA Emerging Markets Small Cap (DEMSX - Free Report) . Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
DFA US Large Company invests the majority of its net assets in equity securities that are part of the S&P 500 Index in almost the same proportion that they are represented in the index. DFUSX also purchases and sells futures contracts and options on futures contracts for U.S. equity securities to adjust its exposure.
DFA US Large Company has three-year annualized returns of 20.5%. As of July 2025, DFUSX held 504 issues, with 8% invested in NVIDIA.
DFA US Micro Cap uses a market-cap-weighted strategy to invest broadly in U.S. micro-cap stocks, using equity futures and options to manage market exposure and cash flows.
DFA US Micro Cap has three-year annualized returns of 10.6%. DFSCX has an expense ratio of 0.42%.
DFA Emerging Markets Small Cap is a feeder fund investing primarily in the DFA Emerging Markets Small Cap Series, which allocates the majority of its assets to approved emerging market small-cap securities.
DFA Emerging Markets Small Cap has three-year annualized returns of 12.4%. Ethan Wren has been one of the fund managers of DEMSX since 2020.
To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>