DSFIX Mutual Fund

DSFIX Mutual Fund (DFA Social Fixed Income Portfolio - Institutional) is managed by Dimensional with $763.9M in net assets. DSFIX expense ratio is 0.22%, holding 428 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2016-04-05.

DSFIX performance shows a YTD return of -0.39%. The 1-year return is 2.42% and the 5-year return is -0.16%. DSFIX dividend yield stands at 4.38%, paid monthly.

DSFIX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), The Dfa Investment Trust Company (2.7%), Dfa Short Term Investment Fund (2.0%), Treasury Floating Rate Note 5.54% Jan 31, 2026 (1.3%), Fnma 0.88 Aug 05, 2030 (1.3%). Go to all DSFIX holdings, DSFIX sectors, or DSFIX dividends.

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