Dimensional Fund Advisors

Statistics as of May 01, 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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Large Blend
Expense Ratio
0.09%
TTM Yield
1.1%
3yr Sharpe
0.47
YTD Return
-5.1%
3yr Return
41.0%
1yr Return
12.1%
Total Assets
$14B
6M Money Flow
$3B
Foreign Large Value
Expense Ratio
0.27%
TTM Yield
3.6%
3yr Sharpe
0.49
YTD Return
13.2%
3yr Return
41.4%
1yr Return
15.3%
Total Assets
$11B
6M Money Flow
$2B
Foreign Large Blend
Expense Ratio
0.18%
TTM Yield
2.6%
3yr Sharpe
0.35
YTD Return
10.7%
3yr Return
32.8%
1yr Return
13.4%
Total Assets
$9B
6M Money Flow
$2B
Small Blend
Expense Ratio
0.27%
TTM Yield
1.1%
3yr Sharpe
0.02
YTD Return
-10.3%
3yr Return
15.9%
1yr Return
0.5%
Total Assets
$9B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.12%
TTM Yield
1.2%
3yr Sharpe
0.42
YTD Return
-5.4%
3yr Return
37.8%
1yr Return
10.9%
Total Assets
$7B
6M Money Flow
$1B
Foreign Large Blend
Expense Ratio
0.23%
TTM Yield
2.8%
3yr Sharpe
0.34
YTD Return
11.5%
3yr Return
32.4%
1yr Return
14.0%
Total Assets
$9B
6M Money Flow
$994M
Large Blend
Expense Ratio
0.17%
TTM Yield
1.1%
3yr Sharpe
0.33
YTD Return
-5.8%
3yr Return
32.8%
1yr Return
8.3%
Total Assets
$31B
6M Money Flow
$964M
Large Blend
Expense Ratio
0.21%
TTM Yield
1.2%
3yr Sharpe
0.45
YTD Return
-3.2%
3yr Return
37.7%
1yr Return
10.7%
Total Assets
$8B
6M Money Flow
$887M
Small Value
Expense Ratio
0.30%
TTM Yield
1.6%
3yr Sharpe
0.00
YTD Return
-12.7%
3yr Return
15.1%
1yr Return
-4.0%
Total Assets
$4B
6M Money Flow
$829M
Short-Term Bond
Expense Ratio
0.16%
TTM Yield
4.5%
3yr Sharpe
-0.09
YTD Return
2.5%
3yr Return
13.0%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
$759M
Intermediate Core Bond
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.29
YTD Return
2.5%
3yr Return
6.9%
1yr Return
6.7%
Total Assets
$7B
6M Money Flow
$733M
Large Value
Expense Ratio
0.22%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-2.9%
3yr Return
-
1yr Return
3.5%
Total Assets
$3B
6M Money Flow
$729M
Foreign Large Blend
Expense Ratio
0.28%
TTM Yield
2.2%
3yr Sharpe
0.25
YTD Return
10.2%
3yr Return
27.3%
1yr Return
10.3%
Total Assets
$4B
6M Money Flow
$674M
Large Blend
Expense Ratio
0.14%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-5.2%
3yr Return
-
1yr Return
9.9%
Total Assets
$2B
6M Money Flow
$623M
Diversified Emerging Mkts
Expense Ratio
0.39%
TTM Yield
2.6%
3yr Sharpe
-0.03
YTD Return
1.6%
3yr Return
12.4%
1yr Return
5.9%
Total Assets
$5B
6M Money Flow
$534M
Diversified Emerging Mkts
Expense Ratio
0.35%
TTM Yield
2.4%
3yr Sharpe
-0.01
YTD Return
2.6%
3yr Return
13.2%
1yr Return
7.3%
Total Assets
$5B
6M Money Flow
$510M
Foreign Small/Mid Blend
Expense Ratio
0.39%
TTM Yield
2.1%
3yr Sharpe
0.18
YTD Return
10.1%
3yr Return
23.7%
1yr Return
13.5%
Total Assets
$3B
6M Money Flow
$434M
Ultrashort Bond
Expense Ratio
0.15%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
1.4%
3yr Return
-
1yr Return
5.1%
Total Assets
$1B
6M Money Flow
$400M
Foreign Small/Mid Value
Expense Ratio
0.42%
TTM Yield
2.5%
3yr Sharpe
0.41
YTD Return
13.2%
3yr Return
38.6%
1yr Return
15.4%
Total Assets
$3B
6M Money Flow
$384M
Global Bond-USD Hedged
Expense Ratio
0.22%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
6.2%
Total Assets
$1B
6M Money Flow
$337M
Global Real Estate
Expense Ratio
0.22%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
14.7%
Total Assets
$2B
6M Money Flow
$319M
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
2.7%
3yr Sharpe
0.06
YTD Return
0.7%
3yr Return
17.0%
1yr Return
1.2%
Total Assets
$1B
6M Money Flow
$294M
Foreign Large Blend
Expense Ratio
0.29%
TTM Yield
2.9%
3yr Sharpe
0.22
YTD Return
8.3%
3yr Return
25.0%
1yr Return
10.9%
Total Assets
$8B
6M Money Flow
$265M
Small Value
Expense Ratio
0.28%
TTM Yield
1.6%
3yr Sharpe
0.05
YTD Return
-11.1%
3yr Return
17.7%
1yr Return
-2.2%
Total Assets
$10B
6M Money Flow
$226M
Large Blend
Expense Ratio
0.14%
TTM Yield
1.1%
3yr Sharpe
0.47
YTD Return
-4.6%
3yr Return
39.9%
1yr Return
11.2%
Total Assets
$2B
6M Money Flow
$217M
Global Bond-USD Hedged
Expense Ratio
0.20%
TTM Yield
4.2%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
5.7%
Total Assets
$813M
6M Money Flow
$208M
Global Large-Stock Blend
Expense Ratio
0.25%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
9.6%
Total Assets
$668M
6M Money Flow
$174M
Real Estate
Expense Ratio
0.19%
TTM Yield
2.9%
3yr Sharpe
-0.27
YTD Return
0.6%
3yr Return
-2.7%
1yr Return
16.4%
Total Assets
$1B
6M Money Flow
$156M
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
3.2%
3yr Sharpe
0.08
YTD Return
2.5%
3yr Return
17.7%
1yr Return
4.8%
Total Assets
$927M
6M Money Flow
$152M
Muni National Short
Expense Ratio
0.17%
TTM Yield
2.9%
3yr Sharpe
-0.60
YTD Return
-0.2%
3yr Return
6.2%
1yr Return
1.9%
Total Assets
$2B
6M Money Flow
$148M
Diversified Emerging Mkts
Expense Ratio
0.43%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
-
Total Assets
$153M
6M Money Flow
$144M
Small Growth
Expense Ratio
0.32%
TTM Yield
0.7%
3yr Sharpe
0.16
YTD Return
-8.0%
3yr Return
24.7%
1yr Return
3.0%
Total Assets
$1B
6M Money Flow
$132M
Mid-Cap Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.3%
3yr Return
-
1yr Return
-
Total Assets
$191M
6M Money Flow
$129M
Ultrashort Bond
Expense Ratio
0.13%
TTM Yield
4.8%
3yr Sharpe
-0.54
YTD Return
1.4%
3yr Return
12.4%
1yr Return
4.9%
Total Assets
$5B
6M Money Flow
$126M
Large Value
Expense Ratio
0.19%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-3.5%
3yr Return
-
1yr Return
6.7%
Total Assets
$399M
6M Money Flow
$114M
Global Bond-USD Hedged
Expense Ratio
0.20%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
6.1%
Total Assets
$563M
6M Money Flow
$107M
Large Blend
Expense Ratio
0.17%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-6.0%
3yr Return
-
1yr Return
10.5%
Total Assets
$1B
6M Money Flow
$103M
Foreign Large Blend
Expense Ratio
0.24%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
11.6%
3yr Return
-
1yr Return
15.9%
Total Assets
$671M
6M Money Flow
$87M
Global Bond-USD Hedged
Expense Ratio
0.24%
TTM Yield
4.0%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
-
1yr Return
5.8%
Total Assets
$459M
6M Money Flow
$80M
Inflation-Protected Bond
Expense Ratio
0.11%
TTM Yield
4.2%
3yr Sharpe
-0.50
YTD Return
4.5%
3yr Return
2.8%
1yr Return
8.1%
Total Assets
$886M
6M Money Flow
$71M
Muni National Short
Expense Ratio
0.24%
TTM Yield
2.4%
3yr Sharpe
-0.69
YTD Return
1.7%
3yr Return
7.2%
1yr Return
3.9%
Total Assets
$2B
6M Money Flow
$67M
Muni California Intermediate
Expense Ratio
0.19%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
1.2%
Total Assets
$402M
6M Money Flow
$59M