Dimensional 2050 Target Dt Rtr Inc Instl (DRIJX)

Fund Assets	195.45M
Expense Ratio	0.188%
Min. Investment	$0.00
Turnover	7.00%
Dividend (ttm)	0.42
Dividend Yield	1.69%
Dividend Growth	8.14%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 29, 2026

Previous Close	24.59
YTD Return	12.53%
1-Year Return	16.02%
5-Year Return	68.97%
52-Week Low	21.36
52-Week High	25.20
Beta (5Y)	0.88
Holdings	8
Inception Date	Nov 2, 2015

About DRIJX

This Portfolio's primary aim is to meet its investment objective by strategically investing in a selection of underlying mutual funds, all managed by the same Advisor. Its asset allocation strategy is specifically designed for individuals anticipating retirement around the year 2050, who also plan to gradually withdraw their investment's value for many years following their retirement date. Over time, the fund's investment mix will progressively adjust, shifting towards a more conservative allocation until it reaches a final, stabilized "landing point" structure.

• Fund Family: Dimensional Fund Advisors
• Category: Target-Date 2050
• Performance Rating: High
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: DRIJX
• Index: Index is not available on Lipper Database

Performance

DRIJX had a total return of 16.02% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.17%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VFIFX	Vanguard	Vanguard Target Retirement 2050 Fund	0.08%

Top Holdings

Name	Symbol	Weight
DFA US Large Company I	DFUSX	31.54%
DFA US Core Equity 1 I	DFEOX	31.39%
DFA Large Cap International I	DFALX	11.11%
DFA Emerging Markets Core Equity 2 I	DFCEX	8.24%
DFA Two-Year Global Fixed-Income I	DFGFX	6.04%
DFA Short-Term Extended Quality I	DFEQX	6.04%
DFA International Core Equity 2 I	DFIEX	5.62%
Ssc Government Mm Gvmxx	n/a	0.02%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 29, 2026	$0.10613	Sep 30, 2026
Jun 29, 2026	$0.12451	Jun 30, 2026
Mar 30, 2026	$0.05682	Mar 31, 2026
Dec 15, 2025	$0.28648	Dec 16, 2025
Sep 29, 2025	$0.10548	Sep 30, 2025
Jun 27, 2025	$0.1123	Jun 30, 2025

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error