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 Return ▲1yr ReturnTotal Assets6M Money Flow
Inflation-Protected Bond
Expense Ratio
0.12%
TTM Yield
5.6%
3yr Sharpe
-0.84
YTD Return
0.6%
3yr Return
-32.0%
1yr Return
1.7%
Total Assets
$354M
6M Money Flow
$10M
Commodities Broad Basket
Expense Ratio
0.32%
TTM Yield
3.3%
3yr Sharpe
-0.67
YTD Return
3.1%
3yr Return
-13.3%
1yr Return
4.7%
Total Assets
$1B
6M Money Flow
-$65M
Global Real Estate
Expense Ratio
0.27%
TTM Yield
5.6%
3yr Sharpe
-0.35
YTD Return
11.1%
3yr Return
-6.2%
1yr Return
9.6%
Total Assets
$3B
6M Money Flow
-$271M
Miscellaneous Region
Expense Ratio
0.41%
TTM Yield
4.6%
3yr Sharpe
-0.34
YTD Return
2.3%
3yr Return
-4.7%
1yr Return
3.9%
Total Assets
$145M
6M Money Flow
-$4M
Global Real Estate
Expense Ratio
0.22%
TTM Yield
3.7%
3yr Sharpe
-0.30
YTD Return
3.5%
3yr Return
-3.4%
1yr Return
14.7%
Total Assets
$7B
6M Money Flow
-$544M
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
Real Estate
Expense Ratio
0.18%
TTM Yield
3.0%
3yr Sharpe
-0.27
YTD Return
0.8%
3yr Return
-2.5%
1yr Return
16.5%
Total Assets
$7B
6M Money Flow
-$269M
Target-Date 2025
Expense Ratio
0.16%
TTM Yield
3.1%
3yr Sharpe
-0.34
YTD Return
2.2%
3yr Return
2.1%
1yr Return
7.8%
Total Assets
$125M
6M Money Flow
-$24M
Inflation-Protected Bond
Expense Ratio
0.11%
TTM Yield
3.0%
3yr Sharpe
-0.53
YTD Return
4.2%
3yr Return
2.5%
1yr Return
7.9%
Total Assets
$5B
6M Money Flow
-$136M
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
Global Bond-USD Hedged
Expense Ratio
0.20%
TTM Yield
3.4%
3yr Sharpe
-0.37
YTD Return
2.3%
3yr Return
3.5%
1yr Return
7.0%
Total Assets
$946M
6M Money Flow
-$17M
Target-Date 2030
Expense Ratio
0.17%
TTM Yield
3.3%
3yr Sharpe
-0.26
YTD Return
0.9%
3yr Return
3.7%
1yr Return
7.4%
Total Assets
$166M
6M Money Flow
-$26M
Intermediate Government
Expense Ratio
0.12%
TTM Yield
2.8%
3yr Sharpe
-0.44
YTD Return
3.7%
3yr Return
4.1%
1yr Return
7.3%
Total Assets
$6B
6M Money Flow
-$266M
Target-Date 2020
Expense Ratio
0.18%
TTM Yield
2.9%
3yr Sharpe
-0.31
YTD Return
2.5%
3yr Return
4.7%
1yr Return
8.2%
Total Assets
$67M
6M Money Flow
-$7M
Muni Single State Short
Expense Ratio
0.30%
TTM Yield
1.9%
3yr Sharpe
-0.73
YTD Return
0.1%
3yr Return
5.7%
1yr Return
2.3%
Total Assets
$74M
6M Money Flow
$2M
Muni National Short
Expense Ratio
0.21%
TTM Yield
1.6%
3yr Sharpe
-0.71
YTD Return
0.1%
3yr Return
5.8%
1yr Return
2.2%
Total Assets
$452M
6M Money Flow
-$105M
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
Muni California Intermediate
Expense Ratio
0.21%
TTM Yield
2.2%
3yr Sharpe
-0.63
YTD Return
-0.4%
3yr Return
6.2%
1yr Return
1.9%
Total Assets
$434M
6M Money Flow
$20M
Diversified Emerging Mkts
Expense Ratio
0.41%
TTM Yield
2.4%
3yr Sharpe
-0.15
YTD Return
1.7%
3yr Return
6.4%
1yr Return
4.3%
Total Assets
$229M
6M Money Flow
$25M
Muni Minnesota
Expense Ratio
0.30%
TTM Yield
2.2%
3yr Sharpe
-1.30
YTD Return
0.7%
3yr Return
6.6%
1yr Return
3.0%
Total Assets
$26M
6M Money Flow
-$2M
Muni National Interm
Expense Ratio
0.23%
TTM Yield
2.5%
3yr Sharpe
-0.52
YTD Return
-0.1%
3yr Return
6.9%
1yr Return
2.4%
Total Assets
$464M
6M Money Flow
$33M
Muni National Short
Expense Ratio
0.19%
TTM Yield
2.4%
3yr Sharpe
-0.56
YTD Return
0.1%
3yr Return
6.9%
1yr Return
2.3%
Total Assets
$1B
6M Money Flow
-$41M
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
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 Single State Short
Expense Ratio
0.25%
TTM Yield
2.8%
3yr Sharpe
-1.80
YTD Return
0.8%
3yr Return
7.3%
1yr Return
3.0%
Total Assets
$158M
6M Money Flow
$15M
Muni Single State Short
Expense Ratio
0.19%
TTM Yield
2.7%
3yr Sharpe
-1.69
YTD Return
0.8%
3yr Return
7.4%
1yr Return
3.1%
Total Assets
$744M
6M Money Flow
$53M
Muni National Short
Expense Ratio
0.19%
TTM Yield
2.8%
3yr Sharpe
-1.95
YTD Return
0.8%
3yr Return
7.6%
1yr Return
3.1%
Total Assets
$1B
6M Money Flow
-$56M
Muni National Short
Expense Ratio
0.25%
TTM Yield
2.9%
3yr Sharpe
-1.30
YTD Return
0.8%
3yr Return
7.7%
1yr Return
3.1%
Total Assets
$187M
6M Money Flow
-$6M
Muni California Intermediate
Expense Ratio
0.26%
TTM Yield
2.5%
3yr Sharpe
-0.71
YTD Return
1.6%
3yr Return
7.7%
1yr Return
3.7%
Total Assets
$348M
6M Money Flow
$18M
Intermediate Core Bond
Expense Ratio
0.19%
TTM Yield
3.7%
3yr Sharpe
-0.26
YTD Return
2.6%
3yr Return
7.9%
1yr Return
6.4%
Total Assets
$12B
6M Money Flow
-$252M
Global Bond-USD Hedged
Expense Ratio
0.22%
TTM Yield
4.2%
3yr Sharpe
-0.24
YTD Return
1.5%
3yr Return
8.0%
1yr Return
5.9%
Total Assets
$689M
6M Money Flow
-$30M
Intermediate Core Bond
Expense Ratio
0.22%
TTM Yield
3.6%
3yr Sharpe
-0.25
YTD Return
2.5%
3yr Return
8.1%
1yr Return
6.3%
Total Assets
$632M
6M Money Flow
$5M
Inflation-Protected Bond
Expense Ratio
0.29%
TTM Yield
4.0%
3yr Sharpe
-0.23
YTD Return
2.5%
3yr Return
8.1%
1yr Return
7.3%
Total Assets
$269M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
0.15%
TTM Yield
3.8%
3yr Sharpe
-0.44
YTD Return
3.0%
3yr Return
8.3%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$79M
Target-Date 2015
Expense Ratio
0.17%
TTM Yield
2.7%
3yr Sharpe
-0.20
YTD Return
2.8%
3yr Return
8.4%
1yr Return
8.8%
Total Assets
$24M
6M Money Flow
-$4M
Target-Date 2035
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-0.11
YTD Return
0.1%
3yr Return
9.5%
1yr Return
7.7%
Total Assets
$185M
6M Money Flow
-$6M
Global Bond-USD Hedged
Expense Ratio
0.23%
TTM Yield
4.3%
3yr Sharpe
-0.15
YTD Return
1.9%
3yr Return
10.0%
1yr Return
7.2%
Total Assets
$3B
6M Money Flow
-$75M
Corporate Bond
Expense Ratio
0.20%
TTM Yield
4.1%
3yr Sharpe
-0.12
YTD Return
1.8%
3yr Return
10.3%
1yr Return
7.0%
Total Assets
$2B
6M Money Flow
-$58M
Global Bond-USD Hedged
Expense Ratio
0.21%
TTM Yield
4.6%
3yr Sharpe
-0.55
YTD Return
1.4%
3yr Return
11.1%
1yr Return
4.9%
Total Assets
$9B
6M Money Flow
-$268M
Short Government
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.69
YTD Return
1.3%
3yr Return
11.6%
1yr Return
4.7%
Total Assets
$2B
6M Money Flow
-$24M
Ultrashort Bond
Expense Ratio
0.21%
TTM Yield
4.8%
3yr Sharpe
-0.68
YTD Return
1.4%
3yr Return
11.6%
1yr Return
4.9%
Total Assets
$117M
6M Money Flow
-$5M
Ultrashort Bond
Expense Ratio
0.17%
TTM Yield
4.6%
3yr Sharpe
-0.67
YTD Return
1.4%
3yr Return
11.7%
1yr Return
4.8%
Total Assets
$138M
6M Money Flow
-$5M