DFCFX — Dfa Two-Year Fixed Income Portfolio

Data updated: 2026-06-24

DFCFX — Dfa Two-Year Fixed Income Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Alternative · $125.69M AUM · 0.21% expense ratio · 4.2% 1-yr return. From SEC regulatory filings.

DFCFX Fund Overview

DFCFX — Dfa Two-Year Fixed Income Portfolio is a US mutual fund managed by Dimensional Investment Group INC, categorised as Alternative. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Dimensional Investment Group INC
  • Category: Alternative
  • Assets under management: $125.69M
  • 1-year return: 4.2%
  • Ticker: DFCFX
  • SEC CIK: 0000861929
  • SEC series ID: S000001026
  • Share class ID: C000002780

DFCFX Holdings

Top 10 holdings of Dfa Two-Year Fixed Income Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
United States Treasury4.27%
British Columbia Prov Of2.92%
Amazon.com, Inc.2.79%
European Investment Bank2.34%
United States Treasury2.18%
Inter-American Devel Bk1.91%
Nestle Finance International Ltd1.69%
Kommunalbanken As1.67%
Province of Alberta Canada1.59%
PSP Capital Inc1.57%

View all DFCFX holdings

DFCFX Portfolio Allocation

Asset-class allocation of Dfa Two-Year Fixed Income Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income63.5%
Cash & Equivalents37.3%
Equity0.8%

DFCFX Performance

Total returns for DFCFX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD1.2%
1 year4.2%
3 years (annualised)4.8%
5 years (annualised)2.3%

DFCFX Risk Information

Risk metrics for DFCFX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 0.2%

DFCFX Costs and Fees

DFCFX costs about $21 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.21%
  • Gross expense ratio: 0.22%
  • Portfolio turnover: 69%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

DFCFX Cashflows

Over the 12 months to 2026-04, Dfa Two-Year Fixed Income Portfolio had net inflows of $8.42M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04$776.13K
2026-03$2.72M
2026-02$4.92M
2026-01−$1.09M
2025-12$48.91K
2025-11$1.72M

DFCFX Debt Constituents

Largest debt holdings of Dfa Two-Year Fixed Income Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury4.27%
British Columbia Prov Of2.92%
Amazon.com, Inc.2.79%
European Investment Bank2.34%
United States Treasury2.18%
Inter-American Devel Bk1.91%
Kommunalbanken As1.67%
National Australia Bank1.40%
Chevron USA, Inc.1.36%
Commonwealth Bank Aust1.30%

DFCFX Prospectus and SEC Filings

Official Dfa Two-Year Fixed Income Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Alternative funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.