DSFIX Mutual Fund

DSFIX Mutual Fund (DFA Social Fixed Income Portfolio - Institutional) is managed by Dimensional with $752.7M in net assets. DSFIX expense ratio is 0.22%, holding 440 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2016-04-05.

DSFIX performance shows a YTD return of -2.49%. The 1-year return is -1.83% and the 5-year return is -0.02%. DSFIX dividend yield stands at 4.46%, paid monthly.

DSFIX top holdings include The Dfa Investment Trust Company (3.7%), NEW ZEALAND 4.5% 05/15/30/NZD/ (2.2%), USD (2.0%), Aud260821 08/21/2026 (1.9%), Us Tsy Frn 01/31/28 Govt (1.2%). 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.