Top 3 Dimensional Mutual Funds You Should Consider Buying – October 6, 2022

Dimensional Fund Advisor, founded in 1981, believes in applying academic research to practical investing to generate higher returns. It offers investment solutions of different asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor works with a staff of over 1,400 professionals, in more than 14 offices around the world.

It invests in domestic and foreign equities, fixed income securities, retirement income funds, and real estate and commodity markets. As of June 30, 2022, Dimensional Fund Advisor had nearly $575 billion in assets under management. For the past four decades, the firm has provided investment management strategies to its clients. Founded 41 years ago, this family of funds is headquartered in Austin, TX.

Below, we share with you three Dimensional mutual funds, namely, DFA US Target Value Portfolio (DFTVX free report), DFA Core 2 US Social Equity Portfolio (DFUEX free report), and DFA Global Equity Portfolio (DGERX free report). Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers going forward. Investors can click here to see the full list of Dimensional Mutual Funds.

DFA US Target Value Portfolio seeks long-term capital appreciation by investing the majority of its net assets in a diversified group of small and mid-capitalization US company securities which, in the opinion of their advisors, are higher yielding value stocks. DFTVX also buys and sells futures and options contracts on US equity securities and indices.

The DFA US Target Value Portfolio posted three-year annualized returns of 15.6%. At the end of April 2022, DFTVX held 49 issues with 4.34% of its net assets invested in money market instruments.

DFA Core 2 US Social Equity Portfolio invests the majority of its net assets in securities of a large and diversified group of US companies with increased exposure to smaller capitalization, lower relative price and higher profitability companies. DFUEX also invests a small portion of its assets in foreign issues.

The DFA US Social Core Equity 2 portfolio has three-year annualized returns of 11.3%. DFUEX has an expense ratio of 0.23% against a category average of 0.84%.

DFA Global Equity Portfolio invests the majority of its net assets in underlying funds that invest in domestic and international equity securities. DGERX advisors further diversify their assets by investing in different asset classes, such as large cap, small cap and emerging market securities, as well as real estate securities.

The DFA Global Equity Portfolio posted three-year annualized returns of 9.6%. Jed S. Fogdall has been a DGERX fund manager since February 2012.

To view the Zacks Ranking and past performance of all Dimensional Mutual Funds, investors can click here to see the full list of Dimensional Mutual Funds.

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