DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND

DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND is a registered fund series of DFA INVESTMENT DIMENSIONS GROUP INC (series S000050940). Net assets $202.8M as of 2026-04-30.

Profile

Series ID: S000050940
Registrant: DFA INVESTMENT DIMENSIONS GROUP INC
LEI: 549300OQ5N615BTPKO93
Net assets: $202.8M
Total assets: $202.8M
As of: 2026-04-30
Type: Fund of funds

Advisers

Dimensional Fund Advisors LP (Advisor)

Top holdings (9 reported)

Holding	Ticker	Value	% of fund
DFA LTIP Portfolio	—	$45.8M	2260.67%
DFA US Large Company Portfolio	—	$45.4M	2237.44%
DFA US Core Equity 1 Portfolio	—	$45.3M	2232.17%
DFA Large Cap International Portfolio	—	$17.0M	838.19%
DFA Short-Term Extended Quality Portfolio	—	$14.1M	695.19%
DFA Two-Year Global Fixed Income Portfolio	—	$14.1M	693.82%
Emerging Markets Core Equity 2 Portfolio	—	$12.6M	622.33%
International Core Equity 2 Portfolio	—	$8.4M	416.68%
State Street Global Advisors	—	$73K	3.62%

Net asset history

Report date	Net assets
2026-04-30	$202.8M
2026-01-31	$199.8M
2025-10-31	$211.3M
2025-07-31	$206.1M
2025-04-30	$193.2M
2025-01-31	$201.2M
2024-10-31	$203.7M
2024-07-31	$195.9M

More