Acorn’s Investment Vehicles

The list of funds listed under each investment strategy tab are the names of mutual funds or index funds in which your account, if you select that investment strategy, will be invested.  While Acorn manages the investment strategies, the mutual funds or index funds in the portfolios are managed by Dimensional Fund Advisors, LLC, Blackrock Fund Advisors or other third parties.

US Stocks

TA US Core Equity 2 Portfolio (I) DFTCX Summary Prospectus // Full Strategy Documentation
US Core Equity 2 Portfolio (I) DFQTX Summary Prospectus // Full Strategy Documentation
US Vector Equity Portfolio (I) DFVEX Summary Prospectus // Full Strategy Documentation
iShares Core S&P Small-Cap ETF IJR Summary Prospectus // Full Strategy Documentation
US Targeted Value Portfolio (I) DFFVX Summary Prospectus // Full Strategy Documentation
Enhanced US Large Co. Portfolio (I) DFELX Summary Prospectus // Full Strategy Documentation
iShares Core S&P 500 ETF IVV Summary Prospectus // Full Strategy Documentation
Tax-Managed US Small Cap Portfolio DFTSX Summary Prospectus // Full Strategy Documentation
Tax-Managed US Targeted Value Portfolio DTMVX Summary Prospectus // Full Strategy Documentation
Tax-Managed US Marketwide Value Portfolio DTMMX Summary Prospectus // Full Strategy Documentation
iShares Russell 1000 Growth Index (ETF) IWF Summary Prospectus // Full Strategy Documentation

Real Estate

SPDR® Dow Jones® Global Real Estate ETF RWO Summary Prospectus // Full Strategy Documentation

Developed Markets

iShares Core MSCI EAFE ETF IEFA Summary Prospectus // Full Strategy Documentation
TA World ex US Core Equity Portfolio DFTWX Summary Prospectus // Full Strategy Documentation
iShares Core MSCI Total International Stock ETF IXUS Summary Prospectus // Full Strategy Documentation
International Value Portfolio (I) DFIVX Summary Prospectus // Full Strategy Documentation

Emerging Markets

iShares Core MSCI Emerging Markets ETF IEMG Summary Prospectus // Full Strategy Documentation
TA World ex US Core Equity Portfolio DFTWX Summary Prospectus // Full Strategy Documentation
Emerging Markets Portfolio (I) DFEMX Summary Prospectus // Full Strategy Documentation

Global

iShares TIPS Bond ETF TIP Summary Prospectus // Full Strategy Documentation
Five-Year Global Fixed Income Portfolio (I) DFGBX Summary Prospectus // Full Strategy Documentation
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Summary Prospectus // Full Strategy Documentation

Tax Exempt (National)

SPDR® Nuveen Barclays Short Term Municipal Bond ETF SHM Summary Prospectus // Full Strategy Documentation
iShares National Muni Bond ETF MUB Summary Prospectus // Full Strategy Documentation
Intermediate Government Fixed Income Portfolio (I) DFIGX Summary Prospectus // Full Strategy Documentation
iShares TIPS Bond ETF TIP Summary Prospectus // Full Strategy Documentation

California Tax Exempt

Intermediate Government Fixed Income Portfolio (I) DFIGX Summary Prospectus // Full Strategy Documentation
iShares TIPS Bond ETF TIP Summary Prospectus // Full Strategy Documentation
CALIF. SHORT-TERM MUNI BOND PORTFOLIO (I) DFCMX Summary Prospectus // Full Strategy Documentation
CALIF. INTERMEDIATE-TERM MUNI BOND PORTFOLIO DCIBX Summary Prospectus // Full Strategy Documentation

US Stocks

US Social Core Equity 2 Portfolio DFUEX Summary Prospectus // Full Strategy Documentation
US Sustainability Core 1 Portfolio DFSIX Summary Prospectus // Full Strategy Documentation

Real Estate

Global Real Estate Securities Portfolio DFGEX Summary Prospectus // Full Strategy Documentation

International

International Social Core Equity Portfolio DSCLX Summary Prospectus // Full Strategy Documentation
International Sustainability Core 1 Portfolio DFSPX Summary Prospectus // Full Strategy Documentation

Emerging Markets

Emerging Markets Social Core Equity Portfolio DFESX Summary Prospectus // Full Strategy Documentation

Global Funds

Global Equity Portfolio (Aggressive) DGEIX Summary Prospectus // Full Strategy Documentation
Global Allocation 60/40 (Moderate) DGSIX Summary Prospectus // Full Strategy Documentation
Global Allocation 25/75 (Conservative) DGTSX Summary Prospectus // Full Strategy Documentation

Target Date Funds

Dimensional 2005 Target Date Ret Income Fund DRIMX Summary Prospectus // Full Strategy Documentation
Dimensional 2010 Target Date Ret Income Fund DRIBX Summary Prospectus // Full Strategy Documentation
Dimensional 2015 Target Date Ret Income Fund DRIQX Summary Prospectus // Full Strategy Documentation
Dimensional 2020 Target Date Ret Income Fund DRIRX Summary Prospectus // Full Strategy Documentation
Dimensional 2025 Target Date Ret Income Fund DRIUX Summary Prospectus // Full Strategy Documentation
Dimensional 2030 Target Date Ret Income Fund DRIWX Summary Prospectus // Full Strategy Documentation
Dimensional 2035 Target Date Ret Income Fund DRIGX Summary Prospectus // Full Strategy Documentation
Dimensional 2040 Target Date Ret Income Fund DRIHX Summary Prospectus // Full Strategy Documentation
Dimensional 2045 Target Date Ret Income Fund DRIIX Summary Prospectus // Full Strategy Documentation
Dimensional 2050 Target Date Ret Income Fund DRIJX Summary Prospectus // Full Strategy Documentation
Dimensional 2055 Target Date Ret Income Fund DRIKX Summary Prospectus // Full Strategy Documentation
Dimensional 2060 Target Date Ret Income Fund DRILX Summary Prospectus // Full Strategy Documentation