DFA Investment Dimensions Group Inc. - Dimensional 2070 Target Date Retirement Income Fund (DFARX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.90
-0.05 (-0.46%)
Jul 31, 2025, 9:30 AM EDT
-0.46%
Fund Assetsn/a
Expense Ratio0.24%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.07
Dividend Yield0.68%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateJun 27, 2025
Previous Close10.95
YTD Returnn/a
1-Year Returnn/a
5-Year Returnn/a
52-Week Low9.78
52-Week High11.04
Beta (5Y)n/a
Holdings8
Inception Daten/a

About DFARX

Dimensional 2070 Target Date Retirement Income Fund Institutional Class is a mutual fund specifically designed for investors who anticipate retiring around the year 2070. Its central purpose is to provide a diversified, professionally managed investment solution that adjusts its asset allocation over time according to a preset glide path. Early on, the fund generally allocates a higher proportion to growth-oriented assets, such as equities, to pursue capital appreciation. As the target retirement year approaches, it gradually shifts toward more income-focused and lower-risk assets, like bonds, to prioritize capital preservation and generate retirement income. Notable features include its dynamic asset allocation, which is regularly adjusted to account for changes in market conditions and investor needs at different life stages. The fund is managed with attention to risks such as interest rate changes, inflation, and market volatility, aiming to help reduce income uncertainty for future retirees. Dimensional Fund Advisors’ lineup of target date funds provides an accessible, low-cost, and transparent solution for long-term retirement planning, serving a vital role for individuals and institutions seeking to simplify investment decisions ahead of and during retirement.

Fund Family Dimensional Fund Advisors
Stock Exchange NASDAQ
Ticker Symbol DFARX
Share Class Institutional Class

Top 10 Holdings

105.80% of assets
NameSymbolWeight
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOX33.36%
DFA U.S. Large Company PortfolioDFUSX32.46%
DFA Large Cap International Portfolio Institutional ClassDFALX13.00%
DFA Emerging Markets Core Equity 2 Portfolio Institutional ClassDFCEX8.74%
DFA International Core Equity 2 Portfolio Institutional ClassDFIEX6.91%
State Street U.S. Government Money Market PortfolioGVMXX5.88%
DFA Short-Term Extended Quality Portfolio Institutional ClassDFEQX2.73%
DFA Two Year Global Fixed Income Portfolio Institutional ClassDFGFX2.73%

Dividend History

Ex-DividendAmountPay Date
Jun 27, 2025$0.07478Jun 30, 2025