Dimensional 2035 Target Dt Rtr Inc Instl (DRIGX)

Fund Assets	198.63M
Expense Ratio	0.17%
Min. Investment	$0.00
Turnover	16.00%
Dividend (ttm)	0.54
Dividend Yield	3.68%
Dividend Growth	32.95%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 29, 2026

Previous Close	14.65
YTD Return	6.37%
1-Year Return	10.81%
5-Year Return	17.72%
52-Week Low	13.60
52-Week High	14.91
Beta (5Y)	0.78
Holdings	10
Inception Date	Nov 2, 2015

About DRIGX

The Dimensional 2035 Target Date Retirement Income Fund Institutional Class is a mutual fund designed to help individuals save for retirement with a target horizon around the year 2035. The fund primarily aims to provide a total return that aligns with the needs and risk profiles of investors approaching retirement. To achieve this, it follows a dynamic asset allocation strategy—initially allocating a higher proportion of its holdings to equities for growth potential, then gradually shifting toward fixed income assets as the target date nears to prioritize capital preservation and income stability. This approach seeks to reduce equity risk and lower volatility, supporting more stable inflation-adjusted income during retirement years. The fund is structured as a fund-of-funds, investing in a diversified mix of underlying mutual funds managed by Dimensional Fund Advisors. Sectors impacted by this strategy include domestic and international equities, government and corporate bonds, and inflation-protected securities. Upon reaching its target date, the fund is expected to closely align its allocation with that of the Dimensional Retirement Income Fund, facilitating a smooth transition for investors' decumulation needs. Its role in the financial market is to offer a streamlined, disciplined investment solution for long-term retirement planning, leveraging broad diversification and systematic rebalancing for individuals seeking a managed glide path toward and through retirement.

• Fund Family: Dimensional Fund Advisors
• Category: Target-Date 2035
• Performance Rating: Low
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: DRIGX
• Index: Index is not available on Lipper Database

Performance

DRIGX had a total return of 10.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.68%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VTTHX	Vanguard	Vanguard Target Retirement 2035 Fund	0.08%

Top Holdings

Name	Symbol	Weight
DFA LTIP Institutional	DRXIX	32.91%
DFA US Core Equity 1 I	DFEOX	17.09%
DFA US Large Company I	DFUSX	17.08%
DFA Inflation-Protected Securities I	DIPSX	10.10%
DFA Large Cap International I	DFALX	6.05%
DFA Emerging Markets Core Equity 2 I	DFCEX	4.78%
DFA Two-Year Global Fixed-Income I	DFGFX	4.46%
DFA Short-Term Extended Quality I	DFEQX	4.45%
DFA International Core Equity 2 I	DFIEX	3.02%
Ssc Government Mm Gvmxx	n/a	0.07%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 29, 2026	$0.22049	Jun 30, 2026
Mar 30, 2026	$0.01921	Mar 31, 2026
Dec 15, 2025	$0.6619	Dec 16, 2025
Sep 29, 2025	$0.13626	Sep 30, 2025
Jun 27, 2025	$0.14757	Jun 30, 2025
Mar 28, 2025	$0.05471	Mar 31, 2025

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

Data Sources Report a data error