DFA Commodity Strategy Portfolio Institutional Class Shares (DCMSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
5.13
-0.05 (-0.97%)
Feb 6, 2026, 8:05 AM EST
8.23%
Fund Assets1.21B
Expense Ratio0.32%
Min. Investment$0.00
Turnover69.00%
Dividend (ttm)0.50
Dividend Yield9.74%
Dividend Growth294.80%
Payout FrequencyQuarterly
Ex-Dividend DateDec 15, 2025
Previous Close5.18
YTD Return10.32%
1-Year Return20.07%
5-Year Return65.84%
52-Week Low4.01
52-Week High5.41
Beta (5Y)0.19
Holdings289
Inception DateNov 9, 2010

About DCMSX

The Portfolio seeks to achieve its investment objective by generally investing in a universe of allowable commodity-linked derivative instruments and fixed income investment opportunities. It may invest up to 25% of its total assets in Dimensional Cayman Commodity Fund I Ltd.

Fund Family Dimensional Fund Advisors
Category Commodities Broad Basket
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DCMSX
Index Bloomberg Commodity TR

Performance

DCMSX had a total return of 20.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.03%.

Top 10 Holdings

190.72% of assets
NameSymbolWeight
889948520 TRS USD R E 889948520 TRS REn/a39.60%
990364933 TRS USD R E 990364933 TRS REn/a21.70%
936552818 TRS USD R E 936552818 TRS REn/a20.03%
889949923 TRS USD R E 889949923 TRS REn/a19.84%
938880498 TRS USD R E RE 4938880498n/a19.21%
889949915 TRS USD R E 889949915 TRS RSn/a18.32%
938880508 TRS USD R E RE 4938880508n/a18.22%
936552695 TRS USD R E 936552695 TRS REn/a17.29%
990364924 TRS USD R E 990364924 TRS REn/a11.97%
United States Treasury Bills 0%B.0 11.28.254.53%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 15, 2025$0.40935Dec 16, 2025
Sep 29, 2025$0.02221Sep 30, 2025
Jun 27, 2025$0.03947Jun 30, 2025
Mar 28, 2025$0.02886Mar 31, 2025
Dec 13, 2024$0.06962Dec 13, 2024
Sep 27, 2024$0.03854Sep 30, 2024
Full Dividend History