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
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Scottrade NTF
- Thrivent – Advisory Eligible
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard TF
- Nationwide Retirement Flexible Advantage
- LPL SWM - 10.24.2024
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
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 |
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 |
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