|
| Release date as of 2024-10-31. Data on page is subject to change. |
|
|
| Fees and Expenses |
Taken from prospectus dated 2024-02-28 |
|
| Maximum Fees |
| Administrative |
0.32%
|
| Management |
0.19%
|
| 12b-1 |
--- |
|
|
| Actual Fees |
| 12b-1 |
--- |
| Management |
0.19%
|
| Expense Ratio |
0.20%
|
(taken from annual report dated 2024-04-30) |
| Total Annual Operating Expense |
0.21%
|
|
|
|
|
Type |
Date |
% |
| --- |
--- |
--- |
--- |
|
|
|
|
|
| Inception Date: 1995-01-12 |
|
|
|
|
| Mngr Name |
Jed S. Fogdall |
| Mngr Start Date |
2012-02-28 |
|
| Biography |
| Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. |
|
|
| Mngr Name |
Allen Pu |
| Mngr Start Date |
2024-02-28 |
|
| Biography |
| Allen Pu is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Pu joined Dimensional as a Portfolio Manager in 2006. Mr. Pu has an M.B.A. from the University of California, Los Angeles, an M.S. and Ph.D. from Caltech, and a B.S. from Cooper Union for the Advancement of Science and Art. |
|
|
| Mngr Name |
John A. Hertzer |
| Mngr Start Date |
2022-02-28 |
|
| Biography |
| Mr. Hertzer joined DFA in 2013. Mr. Hertzer began his investment career in 2004 and earned a B.A. from Dartmouth College and an M.B.A. from the University of California Los Angeles. |
|
|
|
| Dimensional Fund Advisors LP |
|
| Dimensional Fund Advisors |
|
|
|
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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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