DFARX Mutual Fund
DFARX Mutual Fund
DFARX Mutual Fund
Dimensional 2070 Target Date Retirement Income Fund Institutional Class
DFARX Mutual Fund Overview
DFARX Mutual Fund (Dimensional 2070 Target Date Retirement Income Fund Institutional Class) is managed by Dimensional with $1.1M in net assets. DFARX expense ratio is 0.24%, holding 8 positions across sectors including Financials. Inception date: 2025-01-02.
DFARX performance shows a YTD return of 10.34%. The 1-year return is 21.37%. DFARX dividend yield stands at 1.67%, paid quarterly.
DFARX top holdings include Dfa Us Large Company Portfolio (32.9%), Dfa U.s. Core Equity 1 (32.7%), Dfa Large Cap International Portfolio Institutional Class (12.3%), Dfa Emerging Markets Core Equity Portfolio (8.8%), State Street Institutional US Government Money Market Fund (8.1%). Go to all DFARX holdings, DFARX sectors, or DFARX dividends.
DFARX can be compared against other funds. Use DFARX overlap to find shared positions, or DFARX vs another fund for a side-by-side view. DFARX alternatives are available via the screener, along with tax-loss harvesting opportunities.