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Dimensional 2025 Target Date Retirement Income Fund Institutional Class (DRIUX)

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11.41 +0.03 +0.26%

27/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 148.03M

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Bond

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DRIUX Holdings

Comprehensive information about top holdings and Key Holding Information for the Dimensional 2025 Target Dt Rtr Inc Instl (DRIUX) fund. Our Dimensional 2025 Target Dt Rtr Inc Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.50	0.50
Stocks	25.71	25.71
Bonds	73.79	73.79

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.92	16.95
Price to Book	2.62	2.56
Price to Sales	1.71	1.84
Price to Cash Flow	11.02	10.85
Dividend Yield	2.04	2.20
5 Years Earnings Growth	11.25	11.52

Sector Allocation

Name	Net %	Category Average
Technology	24.94	21.64
Financial Services	15.26	15.24
Industrials	11.47	11.24
Consumer Cyclical	10.86	10.23
Healthcare	10.22	12.07
Communication Services	7.60	6.78
Consumer Defensive	6.21	6.31
Energy	4.82	4.73
Basic Materials	4.43	4.26
Utilities	2.69	2.84
Real Estate	1.50	4.66

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
DFA Inflation-Protected Securities I	-	53.54	-	-
DFA LTIP Institutional	-	20.17	-	-
DFA US Core Equity 1 I	-	9.23	-	-
DFA US Large Company I	-	9.22	-	-
DFA Large Cap International I	-	3.43	-	-
DFA Emerging Markets Core Equity I	-	2.29	-	-
DFA International Core Equity I	-	1.72	-	-
DFA Two-Year Global Fixed-Income I	-	0.16	-	-
DFA Short-Term Extended Quality I	-	0.16	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	11.88B	2.47	-1.56	1.93
DFA Five-Year Global Fixed-Income I	9.35B	4.54	0.82	1.41
DFA Intermediate Govt Fixed-Income	6.01B	1.31	-2.61	1.11
DFA Short-Term Extended Quality I	5.7B	4.71	1.50	1.72
DFA Inflation-Protected Securities	5.06B	3.25	-1.63	2.30

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