Three Highly Rated Dimensional Mutual Funds to Consider for Your Portfolio

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Nov 26 2025

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Source: NASDAQ.COM

Dimensional Fund Advisors Overview: Dimensional Fund Advisors, headquartered in Austin, TX, manages nearly $1.3 trillion in assets across various investment solutions for institutional and individual investors, with a workforce of over 1600 and 15 offices worldwide.
Highlighted Mutual Funds: Three notable mutual funds from Dimensional include DFA U.S. Social Core Equity 2 Portfolio (DFUEX), DFA US Small Cap Value Portfolio (DFSVX), and Dfa International Real Estate Securities (DFITX), all holding a Zacks Mutual Fund Rank #1 (Strong Buy) and showing strong annualized returns.
Investment Strategies: DFUEX focuses on small-cap, high-profitability domestic companies, DFSVX invests in small-cap domestic securities with a flexible approach to equity exposure, and DFITX targets foreign real estate securities, particularly real estate investment trusts.
AI Investment Insights: The article discusses the potential for significant wealth creation in the next phase of AI, highlighting the importance of early investment in emerging companies, while cautioning that the rapid growth of current AI stocks may soon stabilize.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.