DFAPX Mutual Fund
DFAPX Mutual Fund
DFA Investment Grade Portfolio
DFAPX Mutual Fund Overview
DFAPX Mutual Fund (DFA Investment Grade Portfolio) is managed by Dimensional with $12.59B in net assets. DFAPX expense ratio is 0.19%, holding 850 positions across sectors including Financials, Other, Unknown. Inception date: 2011-03-07.
DFAPX performance shows a YTD return of 0.93%. The 1-year return is 3.85% and the 5-year return is 0.40%. DFAPX dividend yield stands at 4.02%, paid quarterly.
DFAPX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), Dfa Short Term Investment Fund (2.5%), The Dfa Investment Trust Company (2.2%), Us T-Note Vrn 07/31/26 (1.6%), Treasury Floating Rate Note 5.48% Apr 30, 2026 (1.5%). View all DFAPX holdings, sector breakdown, or dividend history.
DFAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.