DFTEX Mutual Fund
DFTEX Mutual Fund
DFTEX Mutual Fund
DFA Intermediate Term Extended Quality Portfolio
DFTEX Mutual Fund Overview
DFTEX Mutual Fund (DFA Intermediate Term Extended Quality Portfolio) is managed by Dimensional with $1.74B in net assets. DFTEX expense ratio is 0.20%, holding 676 positions across sectors including Financials, Energy, Utilities. Inception date: 2010-07-20.
DFTEX performance shows a YTD return of -0.08%. The 1-year return is 2.09% and the 5-year return is 0.09%. DFTEX dividend yield stands at 5.10%, paid monthly.
DFTEX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.7%), Dfa Short Term Investment Fund (2.6%), The Dfa Investment Trust Company (2.6%), Province Of Ontario, 1.35%, Due 12/2/30 (1.3%), Province Of Alberta Canada 2.05 06/01/2030 (1.0%). Go to all DFTEX holdings, DFTEX sectors, or DFTEX dividends.
DFTEX can be compared against other funds. Use DFTEX overlap to find shared positions, or DFTEX vs another fund for a side-by-side view. DFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.