DFWIX Mutual Fund

DFWIX Mutual Fund (World ex US Core Equity Portfolio - Institutional) is managed by Dimensional with $5.55B in net assets. DFWIX expense ratio is 0.30%, holding 10756 positions across sectors including Financials, Materials, Industrials. Inception date: 2013-04-09.

DFWIX performance shows a YTD return of 12.26%. The 1-year return is 26.50% and the 5-year return is 9.60%. DFWIX dividend yield stands at 2.93%, paid quarterly.

DFWIX top holdings include Dfa Short Term Investment Fund (3.6%), The Dfa Investment Trust Company (3.3%), Samsung Electronics (Equity) (0.9%), Taiwan Semiconductor Manufacturing Co. Ltd. (0.7%), Tencent Holdings Ltd Ordinary Shares (0.6%). Go to all DFWIX holdings, DFWIX sectors, or DFWIX dividends.

DFWIX can be compared against other funds. Use DFWIX overlap to find shared positions, or DFWIX vs another fund for a side-by-side view. DFWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.