Dimensional 2065 Target Fund Quote

DTDRX Fund  USD 15.90  0.14  0.89%   

Performance

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Odds Of Distress

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Dimensional 2065 is trading at 15.90 as of the 26th of June 2025; that is 0.89 percent up since the beginning of the trading day. The fund's open price was 15.76. Dimensional 2065 has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of March 2025 and ending today, the 26th of June 2025. Click here to learn more.
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2065 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. More on Dimensional 2065 Target

Moving together with Dimensional Mutual Fund

  0.96DIHRX Intal High RelativePairCorr
  0.94DILRX Dfa InternationalPairCorr
  0.95DISVX Dfa International SmallPairCorr
  0.94DISMX Dfa InternationalPairCorr
  0.78DMNBX Dfa Mn MunicipalPairCorr

Dimensional Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Blend Funds, Target-Date 2065+ Funds, Target-Date 2065+, Dimensional Fund Advisors, Large Blend (View all Sectors)
Update Date31st of March 2025
Dimensional 2065 Target [DTDRX] is traded in USA and was established 26th of June 2025. Dimensional 2065 is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Target-Date 2065+ category and is part of Dimensional Fund Advisors family. Dimensional 2065 Target currently has accumulated 70.5 K in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.02%.
Check Dimensional 2065 Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dimensional Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dimensional Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dimensional 2065 Target Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dimensional 2065 Target Mutual Fund Constituents

DFALXLarge Cap InternationalMutual FundForeign Large Blend
DFCEXEmerging Markets EMutual FundDiversified Emerging Mkts
DFEOXUs E EquityMutual FundLarge Blend
DFEQXDfa Short Term ExtendedMutual FundShort-Term Bond
DFGFXDfa Two Year GlobalMutual FundWorld Bond-USD Hedged
DFIEXInternational E EquityMutual FundForeign Large Blend
DFUSXUs Large PanyMutual FundLarge Blend
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Dimensional 2065 Target Risk Profiles

Dimensional 2065 Against Markets

Other Information on Investing in Dimensional Mutual Fund

Dimensional 2065 financial ratios help investors to determine whether Dimensional Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dimensional with respect to the benefits of owning Dimensional 2065 security.
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