DFA Inflation-Protected Securities Portfolio Institutional Class
DIPSX
NASDAQ
| Weiss Ratings | DIPSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DIPSX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | David A. Plecha (18), Joseph F. Kolerich (13), Alan R. Hutchison (9) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DIPSX-NASDAQ | Click to Compare |
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| Fund Name | DFA Inflation-Protected Securities Portfolio Institutional Class | |||
| Category | Inflation-Protected Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 18, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DIPSX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.84% | |||
| Dividend | DIPSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DIPSX-NASDAQ | Click to Compare |
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| Cash | 0.27% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 99.73% | |||
| U.S. Bond | 99.73% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DIPSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.53% | |||
| 30-Day Total Return | 0.90% | |||
| 60-Day Total Return | 2.10% | |||
| 90-Day Total Return | 2.01% | |||
| Year to Date Total Return | 5.73% | |||
| 1-Year Total Return | 4.08% | |||
| 2-Year Total Return | 10.30% | |||
| 3-Year Total Return | 4.53% | |||
| 5-Year Total Return | 6.65% | |||
| Price | DIPSX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DIPSX-NASDAQ | Click to Compare |
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| Nav | $11.20 | |||
| 1-Month Low NAV | $11.06 | |||
| 1-Month High NAV | $11.20 | |||
| 52-Week Low NAV | $10.71 | |||
| 52-Week Low NAV (Date) | Jan 10, 2025 | |||
| 52-Week High NAV | $11.28 | |||
| 52-Week High Price (Date) | Sep 24, 2024 | |||
| Beta / Standard Deviation | DIPSX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 6.80 | |||
| Balance Sheet | DIPSX-NASDAQ | Click to Compare |
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| Total Assets | 5.08B | |||
| Operating Ratios | DIPSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.11% | |||
| Turnover Ratio | -- | |||
| Performance | DIPSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 5.37% | |||
| Last Bear Market Total Return | -6.51% | |||