DFA Investment Dimensions Group Inc. - Dimensional Retirement Income Fund (TDIFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.22
0.00 (0.00%)
Feb 17, 2026, 10:24 AM EST
Fund Assets15.72M
Expense Ratio0.06%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.39
Dividend Yield3.17%
Dividend Growth9.01%
Payout FrequencyQuarterly
Ex-Dividend Daten/a
Previous Close12.22
YTD Return1.58%
1-Year Return8.45%
5-Year Return20.96%
52-Week Low10.97
52-Week High12.22
Beta (5Y)0.36
Holdings8
Inception DateNov 2, 2015

About TDIFX

The DFA Investment Dimensions Group Inc. - Dimensional Retirement Income Fund (TDIFX) seeks to provide total return consistent with the Portfolio's asset allocation. TDIFX allocates its assets to other mutual funds according to an asset allocation strategy designed for investors who have retired and are planning to withdraw the value of the investment in the Portfolio over many years.

Category Target-Date Retirement
Stock Exchange NASDAQ
Ticker Symbol TDIFX
Index Index is not available on Lipper Database

Performance

TDIFX had a total return of 8.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.93%.

Top Holdings

NameSymbolWeight
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSX47.93%
DFA One-Year Fixed Income Portfolio Institutional ClassDFIHX32.04%
DFA U.S. Large Company PortfolioDFUSX7.10%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOX7.10%
DFA Large Cap International Portfolio Institutional ClassDFALX2.60%
DFA Emerging Markets Core Equity 2 Portfolio Institutional ClassDFCEX1.80%
DFA International Core Equity 2 Portfolio Institutional ClassDFIEX1.30%
Ssc Government Mm Gvmxxn/a0.12%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 15, 2025$0.11021Dec 16, 2025
Sep 29, 2025$0.10287Sep 30, 2025
Jun 27, 2025$0.11651Jun 30, 2025
Mar 28, 2025$0.05732Mar 31, 2025
Dec 13, 2024$0.08455Dec 13, 2024
Sep 27, 2024$0.08428Sep 30, 2024
Full Dividend History