Dimensional 2030 Target Dt Rtr Inc Instl (DRIWX)

Fund Assets	165.59M
Expense Ratio	0.16%
Min. Investment	$0.00
Turnover	17.00%
Dividend (ttm)	0.49
Dividend Yield	3.94%
Dividend Growth	37.59%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 29, 2026

Previous Close	12.44
YTD Return	4.71%
1-Year Return	8.15%
5-Year Return	7.20%
52-Week Low	11.81
52-Week High	12.90
Beta (5Y)	0.72
Holdings	10
Inception Date	Nov 2, 2015

About DRIWX

Dimensional 2030 Target Date Retirement Income Fund Institutional Class is an open-end mutual fund designed as a target-date retirement solution, specifically catering to individuals planning to retire around the year 2030. Its primary function is to provide a streamlined investment vehicle that dynamically adjusts asset allocation over time: early in its lifecycle, the fund emphasizes growth by investing more heavily in equity-oriented underlying funds, while gradually shifting towards fixed income holdings as the target date approaches, aiming for income protection and reduced volatility as investors near and move through retirement. The fund operates by allocating capital into a diversified mix of other mutual funds managed by Dimensional Fund Advisors, spanning both domestic and international stocks and bonds. Its asset allocation strategy progressively becomes more conservative up to a “landing point”—typically 15 years past the target date—when it stabilizes with 15–25% allocated to equities and 75–85% to fixed income, addressing the evolving needs for capital preservation and inflation-protected income in retirement. Notably, the fund seeks to manage risks associated with market volatility, interest rate fluctuations, and inflation, which are critical factors for retirement income planning. Dimensional 2030 Target Date Retirement Income Fund Institutional Class plays a significant role in retirement portfolios by offering a professionally managed, risk-adjusted, and adaptive approach to long-term retirement income generation.

• Fund Family: Dimensional Fund Advisors
• Category: Target-Date 2030
• Performance Rating: Low
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: DRIWX
• Index: Index is not available on Lipper Database

Performance

DRIWX had a total return of 8.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.55%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VTHRX	Vanguard	Vanguard Target Retirement 2030 Fund	0.08%

Top Holdings

Name	Symbol	Weight
DFA Inflation-Protected Securities I	DIPSX	32.49%
DFA LTIP Institutional	DRXIX	29.34%
DFA US Large Company I	DFUSX	12.29%
DFA US Core Equity 1 I	DFEOX	12.27%
DFA Large Cap International I	DFALX	4.36%
DFA Emerging Markets Core Equity 2 I	DFCEX	3.46%
DFA International Core Equity 2 I	DFIEX	2.17%
DFA Short-Term Extended Quality I	DFEQX	1.84%
DFA Two-Year Global Fixed-Income I	DFGFX	1.84%
Usd	n/a	-0.06%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 29, 2026	$0.20944	Jun 30, 2026
Mar 30, 2026	$0.00924	Mar 31, 2026
Dec 15, 2025	$0.56942	Dec 16, 2025
Sep 29, 2025	$0.12445	Sep 30, 2025
Jun 27, 2025	$0.13941	Jun 30, 2025
Mar 28, 2025	$0.05072	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 28, 2026

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