Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
DFA VA Short-Term Fixed Portfolio
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-02-28  
Maximum Fees
Administrative 0.32%
Management 0.10%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.10%
Expense Ratio 0.12%
(taken from annual report dated 2024-04-30)
Total Annual Operating Expense 0.12%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1995-10-03
Mngr Name David A. Plecha
Mngr Start Date 1995-10-03
Biography
David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments.
Mngr Name Ryan C. Haselton
Mngr Start Date 2021-02-28
Mngr Name Joseph F. Kolerich
Mngr Start Date 2012-02-28
Biography
Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012.
Investment Advisor(s)
Dimensional Fund Advisors LP
Web Site
www.dimensional.com
Issuer
Dimensional Fund Advisors
Subadvisor(s)
Dimensional Fund Advisors Ltd
DFA Australia Limited
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