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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.89
+0.06 (0.55%)
Jul 3, 2025, 4:00 PM EDT
11.35%
Fund Assets n/a
Expense Ratio 0.24%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 0.07
Dividend Yield 0.69%
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date Jun 27, 2025
Previous Close 10.83
YTD Return n/a
1-Year Return n/a
5-Year Return n/a
52-Week Low 9.78
52-Week High 10.89
Beta (5Y) n/a
Holdings 8
Inception Date n/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
Name Symbol Weight
DFA U.S. Core Equity 1 Portfolio Institutional Class DFEOX 33.36%
DFA U.S. Large Company Portfolio DFUSX 32.46%
DFA Large Cap International Portfolio Institutional Class DFALX 13.00%
DFA Emerging Markets Core Equity 2 Portfolio Institutional Class DFCEX 8.74%
DFA International Core Equity 2 Portfolio Institutional Class DFIEX 6.91%
State Street U.S. Government Money Market Portfolio GVMXX 5.88%
DFA Short-Term Extended Quality Portfolio Institutional Class DFEQX 2.73%
DFA Two Year Global Fixed Income Portfolio Institutional Class DFGFX 2.73%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Jun 27, 2025 $0.07478 Jun 30, 2025
Full Dividend History