DFAAX Mutual Fund
DFAAX Mutual Fund
DFAAX Mutual Fund
DFA Global Core Plus Real Return Portfolio Institutional Class
DFAAX Mutual Fund Overview
DFAAX Mutual Fund (DFA Global Core Plus Real Return Portfolio Institutional Class) is managed by Dimensional with $321.4M in net assets. DFAAX expense ratio is 0.29%, holding 421 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2021-04-26.
DFAAX performance shows a YTD return of 1.93%. The 1-year return is 3.16% and the 5-year return is 1.79%. DFAAX dividend yield stands at 4.61%, paid quarterly.
DFAAX top holdings include The Dfa Investment Trust Company (2.6%), Dfa Short Term Investment Fund (2.5%), Umbs 15Yr Tba(Reg B) 2.50 02/18/2040 (2.3%), Exxon Mobil Corp. (1.7%), U.S. Treasury Inflation Indexed Bonds 0.125%, 04/15/27 (1.7%). Go to all DFAAX holdings, DFAAX sectors, or DFAAX dividends.
DFAAX can be compared against other funds. Use DFAAX overlap to find shared positions, or DFAAX vs another fund for a side-by-side view. DFAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.