|
| Release date as of 2024-03-31. 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 |
0.22%
|
(taken from annual report dated 2023-10-31) |
| Total Annual Operating Expense |
0.21%
|
|
|
|
|
Type |
Date |
% |
| --- |
--- |
--- |
--- |
|
|
|
|
|
| Inception Date: 1995-01-12 |
|
|
|
|
| Mngr Name |
David A. Plecha |
| Mngr Start Date |
1995-01-12 |
|
| 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 |
Travis A. Meldau |
| Mngr Start Date |
2020-02-28 |
|
| Biography |
| Mr. Meldau is a Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Meldau holds an MBA from Wake Forest University, and a BSBA from Appalachian State University. Mr. Meldau joined Dimensional in 2011, has been a portfolio manager since 2011. |
|
|
| 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. |
|
|
|
| Dimensional Fund Advisors LP |
|
| Dimensional Fund Advisors |
|
|
| Dimensional Fund Advisors Ltd |
| DFA Australia Limited |
|
|
|
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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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