Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
DFA VA US Large Value
Release date as of 2024-02-29. 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 0.19%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.19%
Expense Ratio 0.21%
(taken from annual report dated 2023-10-31)
Total Annual Operating Expense 0.21%
Waiver Data
Type Date %
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  Management
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 Commit- tee, 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.
Investment Advisor(s)
Dimensional Fund Advisors LP
Web Site
www.dimensional.com
Issuer
Dimensional Fund Advisors
Subadvisor(s)
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