3 Top-Ranked Dimensional Mutual Funds to Buy Now

08.09.25 11:33 Uhr

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Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions across various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,600 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 June 30, 2025, Dimensional Fund Advisor had nearly $1.3 trillion 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 U.S. Social Core Equity 2 Portfolio DFUEX, DFA US Small Cap Value Portfolio DFSVX and Dfa Global Allocation 25/75 Portfolio DGTSX. 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 U.S. Social Core Equity 2 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 16.4%. As of the end of April 2025, DFUEX held 2097 issues, with 6% of its net assets invested in Apple.DFA US Small Cap Value Portfolio fund invests most of its net assets in securities of small-cap domestic companies. DFSVX advisors may also buy or sell futures and options contracts for U.S. equity securities and indices to adjust equity market exposure based on actual or expected cash flows from the fund.DFA US Small Cap Value has three-year annualized returns of 8.6%. DFSVX has an expense ratio of 0.31%.Dfa Global Allocation 25/75 Portfolio fund invests most of its net assets in a well-diversified portfolio of domestic and international equity underlying funds, and fixed-income underlying funds. DGTSX advisors aim to invest in equity and fixed income securities in various proportions, depending upon market conditions.Dfa Global Allocation 25/75 Portfolio fund has three-year annualized returns of 6.1%. Joseph F. Kolerich, has been one of the fund managers of DGTSX since February 2012.To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.Want key mutual fund info delivered straight to your inbox?Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>View All Zacks #1 Ranked Mutual FundsWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DFUEX): Fund Analysis Report Get Your Free (DFSVX): Fund Analysis Report Get Your Free (DGTSX): Fund Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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05.08.2019NOW Market PerformCowen and Company, LLC
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15.02.2018NOW BuyStifel, Nicolaus & Co., Inc.
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03.08.2018NOW BuyStifel, Nicolaus & Co., Inc.
15.02.2018NOW BuyStifel, Nicolaus & Co., Inc.
16.01.2018NOW BuyStifel, Nicolaus & Co., Inc.
06.06.2017NOW BuyStifel, Nicolaus & Co., Inc.
04.05.2017NOW BuySeaport Global Securities
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05.08.2019NOW Market PerformCowen and Company, LLC
03.08.2018NOW Market PerformCowen and Company, LLC
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15.02.2018NOW Market PerformCowen and Company, LLC
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