DFA Dimensional 2050 Target Date Ret Inc Fd Inst (DRIJX)
23.90
-0.15
(-0.62%)
USD |
May 19 2026
DRIJX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 3.60% |
| Stock | 88.27% |
| Bond | 7.98% |
| Convertible | 0.00% |
| Preferred | 0.14% |
| Other | 0.01% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.74% |
|---|---|
|
North America
|
67.85% |
| Canada | 3.59% |
| United States | 64.26% |
|
Latin America
|
0.89% |
| Brazil | 0.33% |
| Chile | 0.04% |
| Colombia | 0.02% |
| Mexico | 0.21% |
| Peru | 0.01% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.26% |
|---|---|
| United Kingdom | 2.85% |
|
Europe Developed
|
12.12% |
| Austria | 0.14% |
| Belgium | 0.21% |
| Denmark | 0.41% |
| Finland | 0.37% |
| France | 1.97% |
| Germany | 1.96% |
| Greece | 0.04% |
| Ireland | 1.05% |
| Italy | 0.61% |
| Netherlands | 1.25% |
| Norway | 0.43% |
| Portugal | 0.04% |
| Spain | 0.63% |
| Sweden | 0.99% |
| Switzerland | 1.70% |
|
Europe Emerging
|
0.23% |
| Czech Republic | 0.01% |
| Poland | 0.11% |
| Turkey | 0.08% |
|
Africa And Middle East
|
1.05% |
| Egypt | 0.00% |
| Israel | 0.25% |
| Qatar | 0.06% |
| Saudi Arabia | 0.25% |
| South Africa | 0.29% |
| United Arab Emirates | 0.13% |
| Greater Asia | 14.87% |
|---|---|
| Japan | 4.14% |
|
Australasia
|
2.61% |
| Australia | 2.15% |
|
Asia Developed
|
4.36% |
| Hong Kong | 0.69% |
| Singapore | 0.55% |
| South Korea | 1.27% |
| Taiwan | 1.84% |
|
Asia Emerging
|
3.77% |
| China | 1.88% |
| India | 1.35% |
| Indonesia | 0.11% |
| Malaysia | 0.13% |
| Philippines | 0.18% |
| Thailand | 0.11% |
| Unidentified Region | 0.13% |
|---|
Bond Credit Quality Exposure
| AAA | 28.10% |
| AA | 28.76% |
| A | 23.81% |
| BBB | 17.57% |
| BB | 0.18% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 1.58% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
28.95% |
| Materials |
|
4.16% |
| Consumer Discretionary |
|
9.10% |
| Financials |
|
14.67% |
| Real Estate |
|
1.02% |
| Sensitive |
|
44.02% |
| Communication Services |
|
7.50% |
| Energy |
|
3.84% |
| Industrials |
|
10.57% |
| Information Technology |
|
22.11% |
| Defensive |
|
14.41% |
| Consumer Staples |
|
4.58% |
| Health Care |
|
7.51% |
| Utilities |
|
2.32% |
| Not Classified |
|
12.62% |
| Non Classified Equity |
|
0.20% |
| Not Classified - Non Equity |
|
12.42% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 22.44% |
| Corporate | 71.23% |
| Securitized | 0.00% |
| Municipal | 6.29% |
| Other | 0.04% |
Bond Maturity Exposure
| Short Term |
|
24.93% |
| Less than 1 Year |
|
24.93% |
| Intermediate |
|
75.07% |
| 1 to 3 Years |
|
48.67% |
| 3 to 5 Years |
|
26.40% |
| 5 to 10 Years |
|
0.00% |
| Long Term |
|
0.00% |
| 10 to 20 Years |
|
0.00% |
| 20 to 30 Years |
|
0.00% |
| Over 30 Years |
|
0.00% |
| Other |
|
0.00% |
As of February 28, 2026