Dfa Two-Year Fixed Income PortfolioDFCFX

MUTUAL FUNDDimensional
Type
Mutual fund
Peer group
Alternative
Net assets
$125.7M
Expense ratio
0.21%
1-year return
+4.2%
3 years, a year
+4.8%
5 years, a year
+2.3%
Holdings
134

What it aims to do.

The investment objective of the DFA Two-Year Fixed Income Portfolio (the Two-Year Portfolio or the Portfolio) is to maximize total returns consistent with preservation of capital. Total return is comprised of income and capital appreciation.

Top 10 holdings.

Holding% of fund
United States Treasury4.27%
British Columbia Prov Of2.93%
AMZN Amazon.Com Inc2.79%
European Investment Bank2.34%
United States Treasury2.18%
Inter-American Devel Bk1.91%
Nestle Finance International Ltd1.69%
Kommunalbanken As1.67%
Province of Alberta Canada1.59%
PSP Capital Inc1.57%

More on DFCFX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.