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 $1.79B in net assets. DFTEX expense ratio is 0.20%, holding 627 positions across sectors including Other, Financials, Energy. Inception date: 2010-07-20.
DFTEX performance shows a YTD return of 1.25%. The 1-year return is 4.65% and the 5-year return is 0.57%. DFTEX dividend yield stands at 4.90%, paid monthly.
DFTEX top holdings include The Dfa Investment Trust Company (3.2%), Dfa Short Term Investment Fund (3.1%), NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), International Development Associat Regs 2.5% May 28, 2030 (1.8%), Agence Francaise Develop /EUR/ Regd Reg S 2.87500000 (0.9%). View all DFTEX holdings, sector breakdown, or dividend history.
DFTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.