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 US Sustainability Core DFSIX, U.S. Vector Equity Portfolio DFVEX 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 US Sustainability Core fund 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 fund has three-year annualized returns of 21.5%. As of the end of July 2025, DFSIX held 1979 issues, with 7.1% of its net assets invested in NVIDIA.
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 its 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 fund has three-year annualized returns of 15.3%. DFVEX has an expense ratio of 0.27%.
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 8.3%. Joseph F. Kolerich, has been one of the fund managers of DGTSX since February 2012.