DFA VA Short-Term Fixed Portfolio |
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Release date as of 2024-10-31. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2024-02-28 |
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Maximum Fees |
Administrative |
0.32%
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Management |
0.10%
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12b-1 |
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Actual Fees |
12b-1 |
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Management |
0.10%
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Expense Ratio |
0.12%
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(taken from annual report dated 2024-04-30) |
Total Annual Operating Expense |
0.12%
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Type |
Date |
% |
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Inception Date: 1995-10-03 |
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Mngr Name |
David A. Plecha |
Mngr Start Date |
1995-10-03 |
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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. |
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Mngr Name |
Ryan C. Haselton |
Mngr Start Date |
2021-02-28 |
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Mngr Name |
Joseph F. Kolerich |
Mngr Start Date |
2012-02-28 |
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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. |
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Dimensional Fund Advisors LP |
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Dimensional Fund Advisors |
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Dimensional Fund Advisors Ltd |
DFA Australia Limited |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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