Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1300, Dimensional Fund Advisor has 13 offices in nine different countries, including the United States.
It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets. As of Sep 30, 2018, Dimensional Fund Advisor had nearly $596 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 37 years ago, this fund family is headquartered in Austin, TX.
Below we share with you three top-ranked Dimensional Fund Advisor mutual funds. 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 Dimensional funds.
DFA US Targeted Value R2 (DFTPX - Free Report) seeks appreciation of capital for the long run. DFTPX maintains a diverse portfolio by investing mainly in readily marketable securities of domestic mid- and small-cap companies that are expected to be value stocks. DFA US Targeted Value R2 has three-year annualized returns of 7.7%.
As of October 2018, DFTPX held 1,513 issues, with 0.83% of its assets invested in S+p500 Emini Fut Dec18 Xcme 20181221.
DFA Tax-Managed US Equity (DTMEX - Free Report) seeks appreciation of capital for the long run and reduces federal income taxes on total returns. DTMEX primarily invests a large chunk of its assets in securities of domestic companies. DFA Tax-Managed US Equity has three-year annualized returns of 11.8%.
DTMEX has an expense ratio of 0.22% compared with the category average of 0.96%.
DFA US Social Core Equity 2 Portfolio (DFUEX - Free Report) seeks capital appreciation for the long run. DFUEX invests a large chunk of its assets in equity securities of domestic small-cap companies, highly profitable companies and value stocks. DFA US Social Core Equity 2 Portfolio has three-year annualized returns of 10.7%.
Jed Fogdall has been one of the fund managers of DFUEX since 2012.
To view the Zacks Rank and past performance of all Dimensional Investments mutual funds, investors can click here to see the complete list of Dimensional funds.
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