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.
3 Top-Ranked Dimensional Mutual Funds to Buy for Strong Returns
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 March 31, 2026, Dimensional Fund Advisor had nearly $969 billion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 44 years ago, this fund family is headquartered in Austin, TX.
DFA US Sustainability Core fund invests most of its net assets in a broad and diverse group of domestic companies, preferably with a small market cap, lower relative price and higher profitability. DFSIX advisors adjust the composition of the portfolio based on sustainability impact considerations.
DFA US Sustainability Core fund has three-year annualized returns of 16.9%. As of the end of October 2025, DFSIX held 1948 issues, with 7.6% of its net assets invested in NVIDIA.
DFA U.S. Targeted Value Portfolio fund invests most of its net assets in a well-diversified portfolio of readily marketable domestic small and mid-cap companies, which, according to its advisor, are value stocks with high profitability. DFFVX advisors also invest in futures and options contracts of U.S. equity securities and indices.
DFA U.S. Targeted Value Portfolio fund has a three-year annualized return of 14.3%. DFFVX has an expense ratio of 0.29%.
Dfa Global Allocation 25/75 Portfolio fund invests most of its net assets in a well-diversified portfolio of domestic and international equity underlying funds, and fixed-income underlying funds. DGTSX advisors aim to invest in equity and fixed income securities in various proportions, depending upon market conditions.
Dfa Global Allocation 25/75 Portfolio fund has three-year annualized returns of 7.4%. Joseph F. Kolerich has been one of the fund managers of DGTSX since February 2012.
View the Zacks #1 Rank List
Image: Bigstock
3 Top-Ranked Dimensional Mutual Funds to Buy for Strong Returns
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 March 31, 2026, Dimensional Fund Advisor had nearly $969 billion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 44 years ago, this fund family is headquartered in Austin, TX.
Below, we share with you three Dimensional mutual funds, viz., DFA US Sustainability Core (DFSIX - Free Report) , DFA U.S. Targeted Value Portfolio (DFFVX - Free Report) and Dfa Global Allocation 25/75 Portfolio (DGTSX - Free Report) . Each has 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 Dimensional mutual funds.
DFA US Sustainability Core fund invests most of its net assets in a broad and diverse group of domestic companies, preferably with a small market cap, lower relative price and higher profitability. DFSIX advisors adjust the composition of the portfolio based on sustainability impact considerations.
DFA US Sustainability Core fund has three-year annualized returns of 16.9%. As of the end of October 2025, DFSIX held 1948 issues, with 7.6% of its net assets invested in NVIDIA.
DFA U.S. Targeted Value Portfolio fund invests most of its net assets in a well-diversified portfolio of readily marketable domestic small and mid-cap companies, which, according to its advisor, are value stocks with high profitability. DFFVX advisors also invest in futures and options contracts of U.S. equity securities and indices.
DFA U.S. Targeted Value Portfolio fund has a three-year annualized return of 14.3%. DFFVX has an expense ratio of 0.29%.
Dfa Global Allocation 25/75 Portfolio fund invests most of its net assets in a well-diversified portfolio of domestic and international equity underlying funds, and fixed-income underlying funds. DGTSX advisors aim to invest in equity and fixed income securities in various proportions, depending upon market conditions.
Dfa Global Allocation 25/75 Portfolio fund has three-year annualized returns of 7.4%. Joseph F. Kolerich has been one of the fund managers of DGTSX since February 2012.
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 >>