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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
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
Small Value
Expense Ratio
0.31%
TTM Yield
1.7%
3yr Sharpe
0.03
YTD Return
-12.4%
3yr Return
16.9%
1yr Return
-3.1%
Total Assets
$14B
6M Money Flow
-$705M
Small Blend
Expense Ratio
0.41%
TTM Yield
1.1%
3yr Sharpe
0.02
YTD Return
-11.3%
3yr Return
16.0%
1yr Return
0.4%
Total Assets
$6B
6M Money Flow
-$738M
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
Small Value
Expense Ratio
0.29%
TTM Yield
1.7%
3yr Sharpe
0.05
YTD Return
-10.9%
3yr Return
17.9%
1yr Return
-1.1%
Total Assets
$12B
6M Money Flow
-$402M
Small Value
Expense Ratio
0.34%
TTM Yield
1.4%
3yr Sharpe
0.03
YTD Return
-10.5%
3yr Return
16.6%
1yr Return
0.2%
Total Assets
$424M
6M Money Flow
-$4M
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
Small Blend
Expense Ratio
0.27%
TTM Yield
1.2%
3yr Sharpe
0.05
YTD Return
-9.8%
3yr Return
17.6%
1yr Return
1.4%
Total Assets
$15B
6M Money Flow
-$133M
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
0.24%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
-6.7%
3yr Return
24.1%
1yr Return
3.6%
Total Assets
$4B
6M Money Flow
-$322M
Large Blend
Expense Ratio
0.22%
TTM Yield
1.0%
3yr Sharpe
0.36
YTD Return
-6.4%
3yr Return
37.0%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$74M
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
Large Blend
Expense Ratio
0.17%
TTM Yield
1.0%
3yr Sharpe
0.45
YTD Return
-6.0%
3yr Return
39.8%
1yr Return
10.6%
Total Assets
$7B
6M Money Flow
-$100M
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
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
0.18%
TTM Yield
1.2%
3yr Sharpe
0.36
YTD Return
-5.5%
3yr Return
34.3%
1yr Return
8.6%
Total Assets
$31B
6M Money Flow
-$2B
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
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
Large Blend
Expense Ratio
0.15%
TTM Yield
1.2%
3yr Sharpe
0.40
YTD Return
-5.1%
3yr Return
36.3%
1yr Return
9.5%
Total Assets
$33B
6M Money Flow
-$1B
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
Large Blend
Expense Ratio
0.15%
TTM Yield
3.9%
3yr Sharpe
0.40
YTD Return
-5.0%
3yr Return
37.5%
1yr Return
12.3%
Total Assets
$211M
6M Money Flow
-$2M
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
Large Blend
Expense Ratio
0.08%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
-4.4%
3yr Return
41.7%
1yr Return
13.1%
Total Assets
$12B
6M Money Flow
-$453M
Global Small/Mid Stock
Expense Ratio
0.42%
TTM Yield
2.0%
3yr Sharpe
0.09
YTD Return
-4.0%
3yr Return
18.9%
1yr Return
4.6%
Total Assets
$94M
6M Money Flow
-$490K
Large Blend
Expense Ratio
0.22%
TTM Yield
1.2%
3yr Sharpe
0.48
YTD Return
-3.8%
3yr Return
39.2%
1yr Return
10.5%
Total Assets
$5B
6M Money Flow
-$212M
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
Large Value
Expense Ratio
0.21%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
-3.4%
3yr Return
22.9%
1yr Return
3.4%
Total Assets
$11B
6M Money Flow
-$57M
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
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
Large Growth
Expense Ratio
0.18%
TTM Yield
1.1%
3yr Sharpe
0.60
YTD Return
-2.8%
3yr Return
47.7%
1yr Return
14.2%
Total Assets
$3B
6M Money Flow
-$90M
Large Value
Expense Ratio
0.23%
TTM Yield
2.0%
3yr Sharpe
0.17
YTD Return
-2.7%
3yr Return
22.7%
1yr Return
3.7%
Total Assets
$26B
6M Money Flow
-$1B
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
Global Large-Stock Blend
Expense Ratio
0.26%
TTM Yield
1.8%
3yr Sharpe
0.33
YTD Return
-1.9%
3yr Return
31.2%
1yr Return
9.5%
Total Assets
$9B
6M Money Flow
-$299M
Global Large-Stock Blend
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.37
YTD Return
-1.7%
3yr Return
32.0%
1yr Return
8.4%
Total Assets
$298M
6M Money Flow
$2M
Target-Date 2055
Expense Ratio
0.22%
TTM Yield
1.8%
3yr Sharpe
0.41
YTD Return
-1.2%
3yr Return
34.0%
1yr Return
11.0%
Total Assets
$115M
6M Money Flow
$8M
Target-Date 2065+
Expense Ratio
0.22%
TTM Yield
1.8%
3yr Sharpe
0.42
YTD Return
-1.2%
3yr Return
34.2%
1yr Return
11.0%
Total Assets
$33M
6M Money Flow
$8M
Target-Date 2060
Expense Ratio
0.22%
TTM Yield
1.8%
3yr Sharpe
0.41
YTD Return
-1.1%
3yr Return
34.2%
1yr Return
11.0%
Total Assets
$95M
6M Money Flow
$7M
Global Large-Stock Blend
Expense Ratio
0.34%
TTM Yield
1.8%
3yr Sharpe
0.34
YTD Return
-1.0%
3yr Return
33.0%
1yr Return
11.2%
Total Assets
$61M
6M Money Flow
-$2M
Target-Date 2050
Expense Ratio
0.21%
TTM Yield
1.9%
3yr Sharpe
0.42
YTD Return
-1.0%
3yr Return
34.4%
1yr Return
11.1%
Total Assets
$169M
6M Money Flow
$5M
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
Target-Date 2045
Expense Ratio
0.20%
TTM Yield
2.3%
3yr Sharpe
0.40
YTD Return
-0.7%
3yr Return
31.2%
1yr Return
10.2%
Total Assets
$194M
6M Money Flow
$7M
Global Large-Stock Blend
Expense Ratio
0.27%
TTM Yield
1.9%
3yr Sharpe
0.36
YTD Return
-0.5%
3yr Return
32.2%
1yr Return
10.0%
Total Assets
$1B
6M Money Flow
$1M