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Commodity Strategy Portfolio

Ticker DCMSX
Inception Date 11/09/10
Fund Net Assets $2 B (As Of 02/28/18)

The investment objective of the DFA Commodity Strategy Portfolio is to seek total return consisting of capital appreciation and current income.

Returns (As of 02/28/18)(As of 12/31/17)

Annualized Returns

portfolio benchmark
YTD 0.67% 0.22%
1 Year 2.22% 1.58%
3 Year -3.46% -4.69%
5 Year -6.70% -8.08%
Since Inception -5.76% -7.27%

Annualized Returns

portfolio benchmark
YTD 2.73% 1.70%
1 Year 2.73% 1.70%
3 Year -3.81% -5.03%
5 Year -7.13% -8.45%
Since Inception -5.98% -7.46%

Calendar Year Returns

portfolio benchmark
2017 2.73% 1.70%
2016 13.77% 11.77%
2015 -23.85% -24.66%
2014 -14.62% -17.01%
2013 -9.09% -9.52%
2012 1.33% -1.06%
2011 -12.10% -13.32%

Performance is reported net of all advisory fees and includes reinvestment of dividends and other earnings. Performance data shown represents past performance and is no guarantee of future results. Current performance may be higher or lower than the performance shown. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.  

Performance less than one year is not annualized.

Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

Prior to July 1, 2014, the name of the benchmark was Dow Jones-UBS Commodity Index Total Return. The index calculation methodology has not changed. It is not an investment product available for purchase.

Data provided by Bloomberg.

Dimensional funds are distributed by DFA Securities LLC.

Fees & Expenses

Management Fee 0.30%
Total Operating Expense Ratio 0.33%
Net Expense Ratio (to investor) 0.33%

Certain Portfolios have entered into fee waiver and/or expense assumption arrangements with the Advisor. In these cases, the Advisor has contractually agreed, under certain circumstances, to waive certain fees and/or assume certain expenses of the Portfolio. Unless otherwise stated in the prospectus, the Advisor may amend or discontinue these arrangements at any time, one year from the date of the prospectus. The net expense ratio reflects the total annual fund operating expenses of the Portfolio after taking into account any such fee waiver and/or expense assumption arrangements. Please read the Portfolio's prospectus for details and more information.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at

Dimensional funds are distributed by DFA Securities LLC.