Distributions and Tax Center
Distribution Estimates for 2025
Year-end capital gain distribution estimates for Dimensional’s equity and allocation funds are available, using data as of August 15, 2025.
2025 Capital Gain Distribution Estimates
Fund Distribution Dates for 2025
Distributions for 2024
Final year-end Dimensional fund distributions for 2024.
Additional 2024 Reporting Information
2024 Additional Mutual Funds Tax Sheet
2024 Social and Sustainability Mutual Funds Tax Sheet
2024 Target Date Retirement Income Funds Tax Sheet
2024 ETFs Tax Sheet - Extended Reporting
2024 Mutual Funds Tax Sheet - Extended Reporting
Disclosures
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.com. Dimensional funds are distributed by DFA Securities LLC.
This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.
This information is intended expressly for discussion purposes only and should not be misconstrued or otherwise interpreted as legal or tax advice. Please consult with qualified legal or tax professionals regarding your individual circumstances.
VA portfolios are available only to insurance company separate accounts funding variable life and variable annuity insurance contracts.