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Dimensional Fund Advisor provides investment solutions across a variety of asset classes to institutional investors, individual investors, investment consultants, and financial advisors. With more than 1,400 employees, Dimensional Fund Advisor has 13 offices in nine countries, including the United States.
Specifically, Dimension Fund Advisors invests in domestic and international stocks, bonds, retirement funds, real estate and commodity markets. As of September 30, 2023, Dimension Fund Advisors had approximately $618 billion in assets under management. For the past 40 years, the company has provided investment management strategies to its clients. Founded 41 years ago, the fund family is headquartered in Austin, Texas.
Below, we introduce three-dimensional investment trusts. DFA US Vector Equity Fund (DFVEX – free report), DFA US Small Cap Value Fund (DFSVX – free report) and DFA US Large Company Portfolio (DFUSX – free report). Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here for a complete list of Dimensional mutual funds.
DFA US Vector Equity fund invests most of its net assets in a diverse group of companies operating in the United States, with high exposure to companies with low relative prices and high profitability. DFVEX selects investments in companies with market capitalizations equivalent to a weighted set of U.S. operating companies listed on U.S. stock exchanges.
The DFA US Vector Equity Fund has a three-year annualized return of 10.3%. As of July 2023, DFVEX holds 2,517 stocks, with 1.2% of its net assets invested in Exxon Mobil.
DFA US Small Cap Value Fund We seek long-term capital growth by investing in the securities of U.S. companies. DFSVX Advisors also invest in value stocks and securities that have a high book value relative to market value.
The DFA US Small Cap Value Fund has a three-year annualized return of 16%. DFSVX’s expense ratio is 0.31%, while the category average is 1.16%.
DFA US Large Company Portfolio seeks to closely reflect the investment performance of the S&P 500 Index, both in terms of fund stock prices and overall investment returns. DFUSX invests in the stocks that make up the S&P 500 Index in approximately the same proportion as represented in the index.
The DFA US Large Company Portfolio has a three-year annualized return of 9.7%. Joseph F. Hohn has been one of DFUSX’s fund managers since 2017.
To see the Zacks Rank and past performance of all Dimensional mutual funds, investors can click here for a complete list of Dimensional mutual funds.
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