Holdings (Monthly)
Guide ↗
Dimensional 2040 Target Date Retirement Income Fund
· Dfa Investment Dimensions Group Inc| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | DFA LTIP Portfolio | 25239Y873 | Jan 2026 | 8,770,874 | $44.9M | 22.47% | EC |
| 2 | DFA US Core Equity 1 Portfolio | 233203413 | Jan 2026 | 868,834 | $44.2M | 22.11% | EC |
| 3 | DFA US Large Company Portfolio | 25434D823 | Jan 2026 | 957,572 | $44.1M | 22.07% | EC |
| 4 | DFA Large Cap International Portfolio | 233203868 | Jan 2026 | 460,133 | $16.7M | 8.37% | EC |
| 5 | DFA Two-Year Global Fixed Income Portfolio | 233203645 | Jan 2026 | 1,518,669 | $14.9M | 7.43% | EC |
| 6 | DFA Short-Term Extended Quality Portfolio | 23320G521 | Jan 2026 | 1,416,912 | $14.8M | 7.43% | EC |
| 7 | Emerging Markets Core Equity 2 Portfolio | 233203421 | Jan 2026 | 380,574 | $11.9M | 5.96% | EC |
| 8 | International Core Equity 2 Portfolio | 233203371 | Jan 2026 | 391,241 | $8.4M | 4.18% | EC |