DFAAX Mutual Fund (DFA Global Core Plus Real Return Portfolio Institutional Class) is managed by Dimensional with $316.2M in net assets. DFAAX expense ratio is 0.29%, holding 393 positions across sectors including Other, Financials, Unknown. Inception date: 2021-04-26.

DFAAX performance shows a YTD return of 2.88%. The 1-year return is 4.87% and the 5-year return is 2.55%. DFAAX dividend yield stands at 4.57%, paid quarterly.

DFAAX top holdings include Dfa Short Term Investment Fund (2.4%), Umbs 15Yr Tba(Reg B) 2.5% Feb 17, 2026 (2.2%), The Dfa Investment Trust Company (2.0%), Exxon Mobil Corp. (1.8%), United States Treasury Inflation Indexed Bonds 04/15/2027 (1.4%). View all DFAAX holdings, sector breakdown, or dividend history.

DFAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.