# 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)](https://search.stillhousedata.com/firm/106482)

## Top holdings (9 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [DFA LTIP Portfolio](https://search.stillhousedata.com/security/25239Y873) | — | $45.8M | 2260.67% |
| [DFA US Large Company Portfolio](https://search.stillhousedata.com/security/25434D823) | — | $45.4M | 2237.44% |
| [DFA US Core Equity 1 Portfolio](https://search.stillhousedata.com/security/233203413) | — | $45.3M | 2232.17% |
| [DFA Large Cap International Portfolio](https://search.stillhousedata.com/security/233203868) | — | $17.0M | 838.19% |
| [DFA Short-Term Extended Quality Portfolio](https://search.stillhousedata.com/security/23320G521) | — | $14.1M | 695.19% |
| [DFA Two-Year Global Fixed Income Portfolio](https://search.stillhousedata.com/security/233203645) | — | $14.1M | 693.82% |
| [Emerging Markets Core Equity 2 Portfolio](https://search.stillhousedata.com/security/233203421) | — | $12.6M | 622.33% |
| [International Core Equity 2 Portfolio](https://search.stillhousedata.com/security/233203371) | — | $8.4M | 416.68% |
| [State Street Global Advisors](https://search.stillhousedata.com/security/857492706) | — | $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

- [Registrant: DFA INVESTMENT DIMENSIONS GROUP INC](https://search.stillhousedata.com/registrant/355437)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000050940.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.