Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC · 8 lines · as of Apr 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND |
|---|---|
| DFA LTIP Portfolio | 22.61 % |
| DFA US Large Company Portfolio | 22.37 % |
| DFA US Core Equity 1 Portfolio | 22.32 % |
| DFA Large Cap International Portfolio | 8.38 % |
| DFA Short-Term Extended Quality Portfolio | 6.95 % |
| DFA Two-Year Global Fixed Income Portfolio | 6.94 % |
| Emerging Markets Core Equity 2 Portfolio | 6.22 % |
| International Core Equity 2 Portfolio | 4.17 % |
1 funds, 8 lines read.