DFA Targeted Credit Portfolio Institutional Class
DTCPX
NASDAQ
| Weiss Ratings | DTCPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DTCPX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Joseph F. Kolerich (10), David A. Plecha (10), Alexander Fridman (5) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DTCPX-NASDAQ | Click to Compare |
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| Fund Name | DFA Targeted Credit Portfolio Institutional Class | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 20, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DTCPX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.91% | |||
| Dividend | DTCPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DTCPX-NASDAQ | Click to Compare |
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| Cash | 17.88% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 81.65% | |||
| U.S. Bond | 44.89% | |||
| Non-U.S. Bond | 36.76% | |||
| Preferred | 0.00% | |||
| Convertible | 0.47% | |||
| Other Net | 0.00% | |||
| Price History | DTCPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.01% | |||
| 30-Day Total Return | 0.29% | |||
| 60-Day Total Return | 0.81% | |||
| 90-Day Total Return | 1.42% | |||
| Year to Date Total Return | 3.73% | |||
| 1-Year Total Return | 5.49% | |||
| 2-Year Total Return | 12.48% | |||
| 3-Year Total Return | 15.37% | |||
| 5-Year Total Return | 8.54% | |||
| Price | DTCPX-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 | DTCPX-NASDAQ | Click to Compare |
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| Nav | $9.65 | |||
| 1-Month Low NAV | $9.65 | |||
| 1-Month High NAV | $9.70 | |||
| 52-Week Low NAV | $9.51 | |||
| 52-Week Low NAV (Date) | Dec 10, 2024 | |||
| 52-Week High NAV | $9.70 | |||
| 52-Week High Price (Date) | Aug 27, 2025 | |||
| Beta / Standard Deviation | DTCPX-NASDAQ | Click to Compare |
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| Beta | 0.36 | |||
| Standard Deviation | 2.28 | |||
| Balance Sheet | DTCPX-NASDAQ | Click to Compare |
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| Total Assets | 873.43M | |||
| Operating Ratios | DTCPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.20% | |||
| Turnover Ratio | 21.00% | |||
| Performance | DTCPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 3.86% | |||
| Last Bear Market Total Return | -2.49% | |||