DFA US Large Cap Value II
6300 Bee Cave Road, Building One
Map
Phone: 310-633-7885
| Category: | Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 106.53M | | Year-to-Date Return: | 26.78% | | Yield: | 1.77% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Aug-94 |
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Stephen Clark
Lead Manager since
29-Mar-08 | | | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment in long-term capital appreciation. The fund invests all of its assets in The U.S. Large Cap Value Series(Master Fund) of the DFA Investment Trust Company. This Master Fund invests in common stocks of large U.S. companies (normally those in highest 90% of market capitalization) which the advisor determines to be value stocks at purchase time. |
| Last Dividend
(9-Dec-09):
| 0.04 | | Last Cap Gain
(10-Dec-08):
| 5.89 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | DFCVX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.20% Nasdaq 
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