| | As Of | | Fund / Series | — Filings for F/S#... |
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| | ⇒ Class / Contract — Filings for C/C#... | | Symbol |
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|
2024: | | 3/28/24 | | Asia Pacific Small Co. Portfolio — S#966 |
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⇒ | Asia Pacific Small Co. Portfolio – Institutional Class — C#2717 | | DFRSX |
| | 3/28/24 | | Continental Small Co. Portfolio — S#965 |
⇒ | Continental Small Co. Portfolio – Institutional Class — C#2716 | | DFCSX |
| | 1/26/24 | | CSTG&E International Social Core Equity Portfolio — S#18397 |
⇒ | CSTG&E International Social Core Equity Portfolio Shares — C#50868 | | — |
| | 1/26/24 | | CSTG&E U.S. Social Core Equity 2 Portfolio — S#18396 |
⇒ | CSTG&E U.S. Social Core Equity 2 Portfolio Shares — C#50867 | | — |
| | 3/28/24 | | DFA California Intermediate-Term Municipal Bond Portfolio — S#31489 |
⇒ | Institutional Class Shares — C#97894 | | — |
| | 3/28/24 | | DFA California Municipal Real Return Portfolio — S#59251 |
⇒ | Institutional Class — C#194527 | | — |
| | 3/28/24 | | DFA California Short-Term Municipal Bond Portfolio — S#16731 |
⇒ | DFA California Short-Term Municipal Bond Portfolio – Institutional Class — C#46747 | | — |
| | 3/28/24 | | DFA Commodity Strategy Portfolio — S#30217 |
⇒ | DFA Commodity Strategy Portfolio Shares — C#93002 | | — |
| | 3/28/24 | | DFA Diversified Fixed Income Portfolio — S#54156 |
⇒ | Institutional Class — C#170210 | | — |
| | 3/28/24 | | Dfa Five-Year Global Fixed Income Portfolio — S#969 |
⇒ | Dfa Five-Year Global Fixed Income Portfolio – Institutional Class — C#2720 | | DFGBX |
⇒ | DFA Five-Year Global Fixed Income Portfolio – Class R1 — C#53631 | | — |
⇒ | DFA Five-Year Global Fixed Income Portfolio – Class R2 — C#53632 | | — |
| | 3/28/24 | | DFA Global Core Plus Fixed Income Portfolio — S#60107 |
⇒ | Institutional Class — C#196746 | | — |
| | 3/28/24 | | DFA Global Core Plus Real Return Portfolio — S#71470 |
⇒ | Institutional Class — C#226674 | | — |
| | 3/28/24 | | DFA Global Real Estate Securities Portfolio — S#21884 |
⇒ | DFA Global Real Estate Securities Portfolio Shares — C#62760 | | — |
| | 3/28/24 | | DFA Global Sustainability Fixed Income Portfolio — S#63222 |
⇒ | Institutional Class — C#205087 | | — |
| | 3/28/24 | | DFA Inflation-Protected Securities Portfolio — S#13345 |
⇒ | DFA Inflation-Protected Securities Portfolio – Institutional Class — C#36041 | | — |
⇒ | DFA Inflation-Protected Securities Portfolio – Class R1 — C#53655 | | — |
⇒ | DFA Inflation-Protected Securities Portfolio – Class R2 — C#53656 | | — |
⇒ | DFA Inflation-Protected Securities Portfolio – Class R25 — C#102751 | | — |
| | 3/28/24 | | Dfa Intermediate Government Fixed Income Portfolio — S#986 |
⇒ | Dfa Intermediate Government Fixed Income Portfolio – Institutional Class — C#2737 | | DFIGX |
⇒ | DFA Intermediate Government Fixed Income Portfolio – Class R1 — C#53651 | | — |
⇒ | DFA Intermediate Government Fixed Income Portfolio – Class R2 — C#53652 | | — |
| | 3/28/24 | | DFA Intermediate-Term Extended Quality Portfolio — S#24203 |
⇒ | Institutional Class Shares — C#71024 | | — |
| | 3/28/24 | | DFA Intermediate-Term Municipal Bond Portfolio — S#35595 |
⇒ | Institutional Class — C#109006 | | — |
| | 3/28/24 | | DFA International Real Estate Securities Portfolio — S#14548 |
⇒ | DFA International Real Estate Securities Portfolio – Institutional Class — C#39642 | | — |
⇒ | DFA International Real Estate Securities Portfolio – Class R1 — C#53657 | | — |
⇒ | DFA International Real Estate Securities Portfolio – Class R2 — C#53658 | | — |
| | 3/28/24 | | Dfa International Small Cap Value Portfolio — S#950 |
⇒ | Dfa International Small Cap Value Portfolio – Institutional Class — C#2701 | | DISVX |
⇒ | DFA International Small Cap Value Portfolio – Class R25 — C#102743 | | — |
| | 3/28/24 | | DFA Investment Grade Portfolio — S#31490 |
⇒ | Institutional Class Shares — C#97895 | | — |
| | 3/28/24 | | Dfa Ltip Portfolio — S#33394 |
⇒ | Institutional Class — C#102640 | | — |
⇒ | Class R10 — C#102641 | | — |
⇒ | Class R25 — C#102642 | | — |
| | 3/28/24 | | DFA MN Municipal Bond Portfolio — S#58180 |
⇒ | Institutional Class — C#190799 | | — |
| | 3/28/24 | | DFA Municipal Bond Portfolio — S#48085 |
⇒ | Institutional Class — C#151980 | | — |
| | 3/28/24 | | DFA Municipal Real Return Portfolio — S#46723 |
⇒ | Institutional Class — C#145907 | | — |
| | 3/28/24 | | Dfa NY Municipal Bond Portfolio — S#49339 |
⇒ | Institutional Class — C#156057 | | — |
| | 3/28/24 | | Dfa One-Year Fixed Income Portfolio — S#968 |
⇒ | Dfa One-Year Fixed Income Portfolio – Institutional Class — C#2719 | | DFIHX |
⇒ | DFA One-Year Fixed Income Portfolio – Class R1 — C#53629 | | — |
⇒ | DFA One-Year Fixed Income Portfolio – Class R2 — C#53630 | | — |
| | 3/28/24 | | DFA Oregon Municipal Bond Portfolio — S#66100 |
⇒ | Institutional Class — C#213638 | | DOGMX |
| | 3/28/24 | | Dfa Real Estate Securities Portfolio — S#949 |
⇒ | Dfa Real Estate Securities Portfolio – Institutional Class — C#2700 | | DFREX |
⇒ | DFA Real Estate Securities Portfolio – Class R1 — C#53615 | | — |
⇒ | DFA Real Estate Securities Portfolio – Class R2 — C#53616 | | — |
| | 3/28/24 | | DFA Selective State Municipal Bond Portfolio — S#66101 |
⇒ | Institutional Class — C#213639 | | DSSMX |
| | 3/28/24 | | DFA Selectively Hedged Global Fixed Income Portfolio — S#20421 |
⇒ | DFA Selectively Hedged Global Fixed Income Portfolio – Institutional Class — C#57262 | | — |
| | 3/28/24 | | DFA Short-Duration Real Return Portfolio — S#42173 |
⇒ | Institutional Class — C#130944 | | — |
| | 3/28/24 | | DFA Short-Term Extended Quality Portfolio — S#24202 |
⇒ | Institutional Class Shares — C#71023 | | — |
| | 3/28/24 | | Dfa Short-Term Government Portfolio — S#984 |
⇒ | Dfa Short-Term Government Portfolio – Institutional Class — C#2735 | | DFFGX |
⇒ | DFA Short-Term Government Portfolio – Class R1 — C#53647 | | — |
⇒ | DFA Short-Term Government Portfolio – Class R2 — C#53648 | | — |
| | 3/28/24 | | Dfa Short-Term Municipal Bond Portfolio — S#973 |
⇒ | C#2724 | | DFSMX |
| | 3/28/24 | | DFA Short-Term Selective State Municipal Bond Portfolio — S#75838 |
⇒ | Institutional Class — C#235151 | | — |
| | 3/28/24 | | DFA Social Fixed Income Portfolio — S#53205 |
⇒ | Institutional Class — C#167354 | | — |
| | 3/28/24 | | Dfa Targeted Credit Portfolio — S#49338 |
⇒ | Institutional Class — C#156056 | | — |
| | 3/28/24 | | Dfa Two-Year Global Fixed Income Portfolio — S#955 |
⇒ | Dfa Two-Year Global Fixed Income Portfolio – Institutional Class — C#2706 | | DFGFX |
⇒ | DFA Two-Year Global Fixed Income Portfolio – Class R1 — C#53617 | | — |
⇒ | DFA Two-Year Global Fixed Income Portfolio – Class R2 — C#53618 | | — |
| | 3/28/24 | | DFA World ex U.S. Government Fixed Income Portfolio — S#34651 |
⇒ | Institutional Class — C#106763 | | — |
| | 1/26/24 | | Dimensional 2005 Target Date Retirement Income Fund — S#50933 |
⇒ | Institutional Class — C#160533 | | — |
| | 3/28/24 | | Dimensional 2010 Target Date Retirement Income Fund — S#50934 |
⇒ | Institutional Class — C#160534 | | — |
| | 3/28/24 | | Dimensional 2015 Target Date Retirement Income Fund — S#50935 |
⇒ | Institutional Class — C#160535 | | — |
| | 3/28/24 | | Dimensional 2020 Target Date Retirement Income Fund — S#50936 |
⇒ | Institutional Class — C#160536 | | — |
| | 3/28/24 | | Dimensional 2025 Target Date Retirement Income Fund — S#50937 |
⇒ | Institutional Class — C#160537 | | — |
| | 3/28/24 | | Dimensional 2030 Target Date Retirement Income Fund — S#50938 |
⇒ | Institutional Class — C#160538 | | — |
| | 3/28/24 | | Dimensional 2035 Target Date Retirement Income Fund — S#50939 |
⇒ | Institutional Class — C#160539 | | — |
| | 3/28/24 | | Dimensional 2040 Target Date Retirement Income Fund — S#50940 |
⇒ | Institutional Class — C#160540 | | — |
| | 3/28/24 | | Dimensional 2045 Target Date Retirement Income Fund — S#50929 |
⇒ | Institutional Class — C#160529 | | — |
| | 3/28/24 | | Dimensional 2050 Target Date Retirement Income Fund — S#50930 |
⇒ | Institutional Class — C#160530 | | — |
| | 3/28/24 | | Dimensional 2055 Target Date Retirement Income Fund — S#50931 |
⇒ | Institutional Class — C#160531 | | — |
| | 3/28/24 | | Dimensional 2060 Target Date Retirement Income Fund — S#50932 |
⇒ | Institutional Class — C#160532 | | — |
| | 3/28/24 | | Dimensional 2065 Target Date Retirement Income Fund — S#67428 |
⇒ | Institutional Class — C#216791 | | — |
| | 3/28/24 | | Dimensional Retirement Income Fund — S#50928 |
⇒ | Institutional Class — C#160528 | | — |
| | 3/28/24 | | Emerging Markets Core Equity Portfolio — S#978 |
⇒ | Emerging Markets Core Equity Portfolio – Institutional Class — C#2729 | | DFCEX |
⇒ | Emerging Markets Core Equity Portfolio – Class R1 — C#53637 | | — |
⇒ | Emerging Markets Core Equity Portfolio – Class R2 — C#53638 | | — |
⇒ | Emerging Markets Core Equity Portfolio – Class R25 — C#102747 | | — |
| | 3/28/24 | | Emerging Markets ex China Core Equity Portfolio — S#73658 |
⇒ | Institutional Class — C#230721 | | DAADX |
| | 3/28/24 | | Emerging Markets Portfolio — S#957 |
⇒ | Emerging Markets Portfolio – Institutional Class — C#2708 | | DFEMX |
⇒ | Emerging Markets Portfolio – Class R1 — C#53621 | | — |
⇒ | Emerging Markets Portfolio – Class R2 — C#53622 | | — |
| | 3/28/24 | | Emerging Markets Small Cap Portfolio — S#981 |
⇒ | Emerging Markets Small Cap Portfolio – Institutional Class — C#2732 | | DEMSX |
| | 3/28/24 | | Emerging Markets Social Core Equity Portfolio — S#12960 |
⇒ | Emerging Markets Social Core Equity Portfolio Shares — C#35022 | | — |
| | 3/28/24 | | Emerging Markets Sustainability Core 1 Portfolio — S#60925 |
⇒ | Institutional Class — C#197760 | | — |
| | 3/28/24 | | Emerging Markets Targeted Value Portfolio — S#63188 |
⇒ | Institutional Class — C#204811 | | — |
| | 3/28/24 | | Emerging Markets Value Portfolio — S#959 |
⇒ | Emerging Markets Value Portfolio – Institutional Class — C#2710 | | DFEVX |
⇒ | Emerging Markets Value Portfolio – Class R2 Shares — C#95345 | | — |
⇒ | Emerging Markets Value Portfolio – Class R — C#53626 | | — |
⇒ | Emerging Markets Value Portfolio – Class R1 — C#53625 | | — |
⇒ | Emerging Markets Value Portfolio – Class R25 — C#102744 | | — |
| | 3/28/24 | | Enhanced U.S. Large Co. Portfolio — S#956 |
⇒ | C#2707 | | DFELX |
⇒ | Enhanced U.S. Large Co. Portfolio – Class R1 — C#53619 | | — |
⇒ | Enhanced U.S. Large Co. Portfolio – Class R2 — C#53620 | | — |
| | 3/28/24 | | Global Small Co. Portfolio — S#55975 |
⇒ | Institutional Class Shares — C#176269 | | — |
| | 3/28/24 | | Global Social Core Equity Portfolio — S#66958 |
⇒ | Institutional Class — C#215528 | | DGBEX |
| | 3/28/24 | | International Core Equity Portfolio — S#983 |
⇒ | International Core Equity Portfolio – Institutional Class — C#2734 | | DFIEX |
⇒ | International Core Equity Portfolio – Class R1 — C#53645 | | — |
⇒ | International Core Equity Portfolio – Class R2 — C#53646 | | — |
⇒ | International Core Equity Portfolio – Class R25 — C#102749 | | — |
| | 3/28/24 | | International High Relative Profitability Portfolio — S#57238 |
⇒ | Institutional Class — C#182416 | | DIHRX |
| | 3/28/24 | | International Large Cap Growth Portfolio — S#39440 |
⇒ | Institutional Class — C#121547 | | — |
| | 3/28/24 | | International Small Cap Growth Portfolio — S#39441 |
⇒ | Institutional Class — C#121548 | | — |
| | 3/28/24 | | International Small Co. Portfolio — S#967 |
⇒ | International Small Co. Portfolio – Institutional Class — C#2718 | | DFISX |
⇒ | International Small Co. Portfolio – Class R1 — C#53627 | | — |
⇒ | International Small Co. Portfolio – Class R2 — C#53628 | | — |
| | 3/28/24 | | International Social Core Equity Portfolio — S#38669 |
⇒ | Institutional Class — C#119189 | | — |
| | 3/28/24 | | International Sustainability Core 1 Portfolio — S#20423 |
⇒ | International Sustainability Core 1 Portfolio Shares — C#57264 | | — |
⇒ | International Sustainability Core 1 Portfolio – Class R25 — C#102753 | | — |
| | 3/28/24 | | International Vector Equity Portfolio — S#22895 |
⇒ | International Vector Equity Portfolio Shares — C#66387 | | — |
| | 3/28/24 | | Japanese Small Co. Portfolio — S#963 |
⇒ | Japanese Small Co. Portfolio – Institutional Class — C#2714 | | DFJSX |
| | 3/28/24 | | Large Cap International Portfolio — S#985 |
⇒ | Large Cap International Portfolio – Institutional Class — C#2736 | | DFALX |
⇒ | Large Cap International Portfolio – Class R1 — C#53649 | | — |
⇒ | Large Cap International Portfolio – Class R2 — C#53650 | | — |
| | 3/28/24 | | Selectively Hedged Global Equity Portfolio — S#34541 |
⇒ | Institutional Class — C#106201 | | — |
| | 1/26/24 | | T.A. World ex U.S. Core Equity Portfolio — S#20997 |
⇒ | T.A. World ex U.S. Core Equity Portfolio – Institutional Class — C#59643 | | — |
| | 1/26/24 | | T.A.U.S. Core Equity 2 Portfolio — S#16732 |
⇒ | T.A.U.S. Core Equity 2 Portfolio – Institutional Class — C#46748 | | — |
| | 1/26/24 | | Tax-Managed Dfa International Value Portfolio — S#975 |
⇒ | C#2726 | | DTMIX |
| | 1/26/24 | | Tax-Managed U.S. Equity Portfolio — S#972 |
⇒ | C#2723 | | DTMEX |
| | 1/26/24 | | Tax-Managed U.S. Marketwide Value Portfolio — S#974 |
⇒ | C#2725 | | DTMMX |
| | 1/26/24 | | Tax-Managed U.S. Small Cap Portfolio — S#976 |
⇒ | C#2727 | | DFTSX |
| | 1/26/24 | | Tax-Managed U.S. Targeted Value Portfolio — S#977 |
⇒ | C#2728 | | DTMVX |
| | 3/28/24 | | U.S. Core Equity 1 Portfolio — S#979 |
⇒ | U.S. Core Equity 1 Portfolio – Institutional Class — C#2730 | | DFEOX |
⇒ | U.S. Core Equity 1 Portfolio – Class R1 — C#53639 | | — |
⇒ | U.S. Core Equity 1 Portfolio – Class R2 — C#53640 | | — |
⇒ | U.S. Core Equity 1 Portfolio – Class R25 — C#102748 | | — |
| | 3/28/24 | | U.S. Core Equity 2 Portfolio — S#980 |
⇒ | U.S. Core Equity 2 Portfolio – Institutional Class — C#2731 | | DFQTX |
⇒ | U.S. Core Equity 2 Portfolio – Class R1 — C#53641 | | — |
⇒ | U.S. Core Equity 2 Portfolio – Class R2 — C#53642 | | — |
| | 3/28/24 | | U.S. High Relative Profitability Portfolio — S#57237 |
⇒ | Institutional Class — C#182415 | | DURPX |
| | 3/28/24 | | U.S. Large Cap Equity Portfolio — S#41113 |
⇒ | Institutional Class — C#127650 | | — |
| | 3/28/24 | | U.S. Large Cap Growth Portfolio — S#39438 |
⇒ | Institutional Class — C#121545 | | — |
| | 3/28/24 | | U.S. Large Cap Value Portfolio — S#988 |
⇒ | U.S. Large Cap Value Portfolio – Institutional Class — C#2739 | | DFLVX |
⇒ | U.S. Large Cap Value Portfolio – Class R1 — C#53653 | | — |
⇒ | U.S. Large Cap Value Portfolio – Class R2 — C#53654 | | — |
⇒ | U.S. Large Cap Value Portfolio – Class R25 — C#102750 | | — |
| | 3/28/24 | | U.S. Micro Cap Portfolio — S#948 |
⇒ | U.S. Micro Cap Portfolio – Institutional Class — C#2699 | | DFSCX |
| | 3/28/24 | | U.S. Small Cap Growth Portfolio — S#39439 |
⇒ | Institutional Class — C#121546 | | — |
| | 3/28/24 | | U.S. Small Cap Portfolio — S#971 |
⇒ | U.S. Small Cap Portfolio – Institutional Class — C#2722 | | DFSTX |
⇒ | U.S. Small Cap Portfolio – Class R1 — C#53635 | | — |
⇒ | U.S. Small Cap Portfolio – Class R2 — C#53636 | | — |
| | 3/28/24 | | U.S. Small Cap Value Portfolio — S#987 |
⇒ | U.S. Small Cap Value Portfolio – Institutional Class — C#2738 | | DFSVX |
⇒ | U.S. Small Cap Value Portfolio – Class R — C#30410 | | — |
| | 3/28/24 | | U.S. Social Core Equity 2 Portfolio — S#18154 |
⇒ | U.S. Social Core Equity 2 Portfolio Shares — C#50178 | | — |
| | 3/28/24 | | U.S. Sustainability Core 1 Portfolio — S#20422 |
⇒ | U.S. Sustainability Core 1 Portfolio Shares — C#57263 | | — |
⇒ | U.S. Sustainability Core 1 Portfolio – Class R25 — C#102752 | | — |
| | 3/28/24 | | U.S. Sustainability Targeted Value Portfolio — S#68937 |
⇒ | Institutional Class — C#220291 | | — |
| | 3/28/24 | | U.S. Targeted Value Portfolio — S#970 |
⇒ | U.S. Targeted Value Portfolio – Institutional Class — C#2721 | | DFFVX |
⇒ | U.S. Targeted Value Portfolio – Class R1 — C#53633 | | — |
⇒ | U.S. Targeted Value Portfolio – Class R2 — C#53634 | | — |
⇒ | U.S. Targeted Value Portfolio – Class R10 — C#102745 | | — |
⇒ | U.S. Targeted Value Portfolio – Class R25 — C#102746 | | — |
| | 3/28/24 | | U.S. Vector Equity Portfolio — S#982 |
⇒ | U.S. Vector Equity Portfolio – Institutional Class — C#2733 | | DFVEX |
⇒ | U.S. Vector Equity Portfolio – Class R1 — C#53643 | | — |
⇒ | U.S. Vector Equity Portfolio – Class R2 — C#53644 | | — |
| | 3/28/24 | | United Kingdom Small Co. Portfolio — S#964 |
⇒ | United Kingdom Small Co. Portfolio – Institutional Class — C#2715 | | DFUKX |
| | 3/28/24 | | VA Equity Allocation Portfolio — S#57540 |
⇒ | Institutional Class — C#183437 | | — |
| | 3/28/24 | | Va Global Bond Portfolio — S#962 |
⇒ | C#2713 | | — |
| | 3/28/24 | | VA Global Moderate Allocation Portfolio — S#24504 |
⇒ | Institutional Class Shares — C#125332 | | — |
⇒ | Class L10 — C#72675 | | — |
| | 3/28/24 | | Va International Small Portfolio — S#951 |
⇒ | C#2702 | | — |
| | 3/28/24 | | Va International Value Portfolio — S#952 |
⇒ | C#2703 | | — |
| | 3/28/24 | | Va Short-Term Fixed Portfolio — S#954 |
⇒ | C#2705 | | — |
| | 3/28/24 | | Va U.S. Large Value Portfolio — S#961 |
⇒ | C#2712 | | — |
| | 3/28/24 | | Va U.S. Targeted Value Portfolio — S#953 |
⇒ | C#2704 | | — |
| | 3/28/24 | | VIT Inflation-Protected Securities Portfolio — S#49213 |
⇒ | Institutional Class — C#155213 | | — |
| | 3/28/24 | | World Core Equity Portfolio — S#33391 |
⇒ | Institutional Class — C#102631 | | — |
⇒ | Class R10 — C#102632 | | — |
⇒ | Class R25 — C#102633 | | — |
| | 3/28/24 | | World ex U.S. Core Equity Portfolio — S#39915 |
⇒ | Institutional Class Shares — C#123798 | | — |
| | 3/28/24 | | World ex U.S. Targeted Value Portfolio — S#38670 |
⇒ | Institutional Class — C#119190 | | — |
| | 3/28/24 | | World ex U.S. Value Portfolio — S#29683 |
⇒ | Institutional Class — C#91238 | | — |
|
2019: | | 1/29/19 | | DFA International Value Ex Tobacco Portfolio — S#22529 |
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⇒ | DFA International Value Ex Tobacco Portfolio Shares — C#65173 | | — |
| | 1/29/19 | | Dimensional Retirement Fixed Income Fund I — S#33392 |
⇒ | Class R10 — C#102635 | | — |
⇒ | Class R25 — C#102636 | | — |
⇒ | Institutional Class — C#102634 | | — |
| | 1/29/19 | | Dimensional Retirement Fixed Income Fund II — S#33393 |
⇒ | Class R10 — C#102638 | | — |
⇒ | Class R25 — C#102639 | | — |
⇒ | Institutional Class — C#102637 | | — |
| | 1/29/19 | | Dimensional Retirement Fixed Income Fund IV — S#44045 |
⇒ | Institutional Class — C#136693 | | — |
| | 1/29/19 | | Global Fixed Income (GBP Hedge) Portfolio — S#37713 |
⇒ | Institutional Class — C#116292 | | — |
| | 1/29/19 | | Lwas/Dfa International High Book to Market Portfolio — S#960 |
⇒ | C#2711 | | DFHBX |
| | 1/29/19 | | U.S. Large Co. Portfolio — S#958 |
⇒ | U.S. Large Co. Portfolio – Class R1 — C#53624 | | — |
⇒ | U.S. Large Co. Portfolio – Class R2 — C#53623 | | — |
⇒ | U.S. Large Co. Portfolio – Institutional Class — C#2709 | | DFLCX |
— 119 Funds / Series — 185 Classes / Contracts — |