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Nasdaq - Delayed Quote USD

DFA Social Fixed Income Institutional (DSFIX)

9.09
-0.04
(-0.44%)
At close: May 2 at 8:00:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.10%
5y Average Return -0.23%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (May 2, 2025) 9.83%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 9.83%
Worst 3Y Total Return -3.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DSFIX
Category
YTD
2.64%
-1.22%
1-Month
-0.07%
0.67%
3-Month
2.64%
1.77%
1-Year
4.65%
0.77%
3-Year
1.31%
5.26%
5-Year
0.32%
3.02%
10-Year
0.00%
3.31%
Last Bull Market
5.76%
3.52%
Last Bear Market
-5.00%
3.25%

Annual Total Return (%) History

Year
DSFIX
Category
2025
--
--
2024
1.81%
--
2023
7.18%
--
2022
-13.07%
--
2021
-2.19%
--
2020
9.26%
7.52%
2019
9.83%
8.06%
2018
-0.32%
-0.50%

2017
3.35%
3.71%
2016
--
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.64% -- -- --
2024 -0.14% 0.26% 4.57% -2.76%
2023 3.19% -0.56% -2.05% 6.63%
2022 -6.38% -5.00% -4.65% 2.51%
2021 -3.73% 2.19% -0.11% -0.47%
2020 2.38% 4.92% 1.01% 0.69%
2019 3.79% 3.52% 2.26% -0.03%
2018 -1.72% -0.41% 0.19% 1.65%
2017 1.15% 1.41% 0.75% 0.00%
2016 0.11% -3.42% -- --

Rank in Category (By Total Return)

YTD 65
1-Month 71
3-Month 65
1-Year 76
3-Year 14
5-Year 29

Load Adjusted Returns

1-Year 4.65%
3-Year 1.31%
5-Year 0.32%
10-Year --

Performance & Risk

YTD Return 2.10%
5y Average Return -0.23%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Dimensional Fund Advisors
Net Assets 639.55M
YTD Return 2.64%
Yield 3.65%
Morningstar Rating
Inception Date Apr 05, 2016

Fund Summary

The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers while excluding securities of corporate and certain non-sovereign government issuers based upon the Portfolio’s social issue screens. It will invest at least 80% of the fund's net assets in fixed income securities considered to be investment grade quality. The fund's investments may include foreign securities denominated in foreign currencies.

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