Fund Evaluator:
DFA Intl Hi Relatv Profitability Instl (DIHRX)
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Best Performing in Foreign Large Blend Over the Last Year
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Fund Details
DFA Intl Hi Relatv Profitability Instl Overview
DFA Intl Hi Relatv Profitability Instl (DIHRX) is an actively managed International Equity Foreign Large Blend fund. Dimensional Fund Advisors launched the fund in 2017.
The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of companies in the particular non-U.S. markets in which the portfolio invests. The portfolio may invest in ETFs for the purpose of gaining exposure to the equity markets while maintaining liquidity. It may lend its portfolio securities to generate additional income.
About DFA Intl Hi Relatv Profitability Instl (DIHRX)
There are 3 members of the management team with an average tenure of 5.10 years: Jed Fogdall (2017), Joel Schneider (2022), Brendan McAndrews (2025). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: MSCI World ex USA NR USD index with a weighting of 100%. DFA Intl Hi Relatv Profitability Instl has 429 securities in its portfolio. The top 10 holdings constitute 20.3% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
DFA Intl Hi Relatv Profitability Instl is part of the Equity global asset class and is within the International Equity fund group. DFA Intl Hi Relatv Profitability Instl has 95.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.4%. There is 95.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). DFA Intl Hi Relatv Profitability Instl has 3.2% of the portfolio in cash.
Assets Under Management
The fund has $1 billion in total assets, which is below the $2 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
DIHRX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The DFA Intl Hi Relatv Profitability Instl expense ratio is below average compared to funds in the Foreign Large Blend category. DFA Intl Hi Relatv Profitability Instl has an expense ratio of 0.29%, which is 69% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. DFA Intl Hi Relatv Profitability Instl has a portfolio turnover rate of 14%, indicating that holds its assets around 0.1 years. By way of comparison, the average portfolio turnover is 62% for the Foreign Large Blend category.
Recently, in the month of August 2026, DFA Intl Hi Relatv Profitability Instl returned 2.0%, which earned it a grade of C, as the Foreign Large Blend category had an average return of 2.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
DFA Intl Hi Relatv Profitability Instl has a trailing yield of 2.31%, which is above the 2.13% category average. The fund normally distributes its income quarterly.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
DFA Intl Hi Relatv Profitability Instl Grades
Year to date, the fund has returned 11.6%, 2.4 percentage points worse than the category, which translates into a grade of D. The fund has returned 18.4% over the past year (grade of F), 14.9% over the past three years (grade of F) and 6.9% per year over the past five years (grade of D).
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DIHRX Trailing NAV Total Returns Data as of 8/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| DIHRX Return (NAV) | 2.0% | 3.3% | 18.4% | 14.9% | 6.9% | na |
| DIHRX Grade | C | C | F | F | D | na |
| +/- Category | -0.0% | 0.1% | -3.9% | -3.3% | -1.6% | na |
| Foreign Large Blend Avg | 2.0% | 3.2% | 22.3% | 18.2% | 8.5% | 9.3% |
| DIHRX Tax Cost Ratio | na | na | 0.8% | 0.7% | 0.8% | na |
DIHRX Annual NAV Total ReturnsData as of 8/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| DIHRX Return (NAV) | 11.6% | 27.0% | -0.0% | 18.1% | -16.6% | 13.5% | 13.2% | 24.5% | -13.5% | na | na |
| DIHRX Grade | D | D | F | B | C | A | B | B | B | na | na |
| +/- Category | -2.4% | -3.5% | -4.9% | 1.8% | -0.2% | 3.4% | 1.4% | 1.5% | 1.7% | na | na |
| Foreign Large Blend Avg | 13.9% | 30.5% | 4.9% | 16.2% | -16.4% | 10.2% | 11.8% | 22.9% | -15.2% | 26.4% | 1.0% |
| Risk Measures | |
| Standard Deviation: | 12.5% |
| Total Risk Index: | 1.03 - Average |
| Category Risk Index: | 0.99 - Average |
| Category Risk Grade: | C (55% Rank) |
| Beta: | 0.85 |
| R-Squared: | 83% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 2.3% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | |
| Total Assets: | $1818 Mil |
| Fund Total Assets: | $1,819 Mil |
| Share Class Type: | Inst |
| Portfolio Turnover: | 14% |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 9.3 years | |||
| Average Tenure: 5.1 years | |||
| Managers (Year): Fogdall Jed (2017), Schneider Joel (2022), McAndrews Brendan (2025) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 429 |
| % in Top 10 Holdings: | 20.3% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 95.4% |
Portfolio Allocation |
|
| Domestic Stock: | 1.4% |
| Foreign Stock: | 95.4% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 3.2% |
Purchase Information
| Fund Family: | Dimensional Fund Advisors |
| Phone Number: | 888-576-1167 |
| Website: | www.dimensional.com |
| Status: | Open |
| Inception Date: | May 16, 2017 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.29% ( Rating : Below Avg ) |
| Category Average Expense Ratio (%): | 0.94% |
| Share Class: | DFA Intl Hi Relatv Profitability Instl |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
