Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions from various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,500 professionals in more than 15 offices worldwide.
It invests in domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of Dec. 31, 2024, Dimensional Fund Advisor had nearly $777 billion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 41 years ago, this fund family is headquartered in Austin, TX.
Below, we share with you three Dimensional mutual funds, viz., DFA US Sustainability Core DFSIX, DFA U.S. Social Core Equity Portfolio DFUEX and U.S. Vector Equity Portfolio DFVEX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Dimensional mutual funds.
DFA US Sustainability Core invests most of its net assets in a broad and diverse group of domestic companies, preferably with a small market cap, lower relative price and higher profitability. DFSIX advisors adjust the composition of the portfolio based on sustainability impact considerations.
DFA US Sustainability Core has three-year annualized returns of 11.7%. As of the end of January 2025, DFSIX held 1952 issues, with 5.5% of its net assets invested in Apple.
DFA U.S. Social Core Equity Portfolio fund invests most of its net assets in a diversified equity portfolio of domestic companies, irrespective of their market capitalization. DFUEX advisors generally invest in small-cap, high-profitability companies that are priced lower than their U.S. coverage universe.
DFA U.S. Social Core Equity Portfolio fund has three-year annualized returns of 10.7%. DFUEX has an expense ratio of 0.22%.
U.S. Vector Equity Portfolio fund invests most of its net assets in a well-diversified and broad group of U.S. operating companies, preferably in smaller capitalization, lower relative price and higher profitability companies in the United States. DFVEX advisors generally define the U.S. Universe as a set of U.S.-operating companies listed on a securities exchange in the country that are market-capitalization weighted.
U.S. Vector Equity Portfolio has three-year annualized returns of 7.3%. John A. Hertzerhas been one of the fund managers of DFVEX since February 2022.