3 Top-Ranked Dimensional Mutual Funds With Solid Growth Potential
Dimensional Fund Advisors invests in both domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of June 30, 2026, Dimensional had $1.08 trillion in assets under management. For the past four decades, the company has provided investment management strategies to its clients. Founded in 1981, it is headquartered in Austin, TX.
It offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1600, Dimensional Fund Advisors has 15 offices in 10 countries, including the United States.
Below, we share with you three top-ranked Dimensional mutual funds, namely DFA US Large Company DFUSX, DFA US Large Cap Value DFUVX and DFA U.S. Targeted Value DFFVX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
DFA US Large Company tracks the S&P 500 by holding its constituent stocks in similar proportions and uses equity futures and options to manage market exposure and cash flows.
DFA US Large Company has three-year annualized returns of 22.8%. As of July 2026, DFUSX held 506 issues, with 7.5% of its assets invested in Nvidia.
DFA US Large Cap Value invests primarily in its corresponding master fund, which focuses on large-cap U.S. companies under the same investment objective and policies.
DFA US Large Cap Value has three-year annualized returns of 19.1%. DFUVX has an expense ratio of 0.13%.
DFA U.S. Targeted Value primarily invests in diversified U.S. small- and mid-cap value stocks with higher profitability and uses equity derivatives to manage market exposure and cash flows.
DFA U.S. Targeted Value has three-year annualized returns of 15.7%. Marc C. Leblond has been one of the fund managers of DFFVX since 2020.
To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.
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This article originally published on Zacks Investment Research (zacks.com).