Morningstar® Investment Profile™   Morningstar®
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DFA VA US Large Value
Release date as of 2022-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2022-02-28  
Maximum Fees
Administrative ---
Management 0.19%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.19%
Expense Ratio 0.30%
(taken from annual report dated 2022-04-30)
Total Annual Operating Expense 0.21%
Waiver Data
Type Date %
--- --- --- ---
Inception Date: 1995-01-12
Mngr Name Jed S. Fogdall
Mngr Start Date 2012-02-28
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 Mary T. Phillips
Mngr Start Date 2022-02-28
Mary T. Phillips, CFA, Deputy Head of Portfolio Management, North America, Senior Portfolio Manager and Vice President of Dimensional, joined Dimensional in 2012 and has been a portfolio manager since 2014. Ms. Phillips began managing Dimensional’s allocated portion of the Fund’s portfolio in March 2018. Ms. Phillips earned an MBA with concentration in analytic finance, statistics and econometrics, and managerial and organizational behavior from the University of Chicago and a BA from the University of Puget Sound.
Mngr Name John A. Hertzer
Mngr Start Date 2022-02-28
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
Dimensional Fund Advisors
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