DFA Tax-Managed US Marketwide Value II
6300 Bee Cave Road, Building One
Map
Phone: 310-633-7885
| Category: | Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 671.36M | | Year-to-Date Return: | 20.87% | | Yield: | 2.33% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Dec-98 |
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Stephen A. Clark
Lead Manager since
29-Mar-08 | | | Clark is a senior portfolio manager and vice president of DFA and chairman of the Investment Committee. He joined DFA in 2001 and has been responsible for the portfolio management group since January 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 seeks long-term capital appreciation while minimizing federal income taxes on returns. The fund normally purchase shares of a master fund that buys value stocks of U.S. companies on a market capitalization weighted basis in each applicable country. It invests in the common stocks of U.S. companies which the advisor determines to be ?value? stocks at the time of purchase. |
| Last Dividend
(9-Sep-09):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 0.76 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | DFMVX | Category
Avg | | Total Expense Ratio: | 0.23%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 74 | $638 | | 5 Yr Expense Projection*: |
$ 130 | $966 | | 10 Yr Expense Projection*: |
$ 293 | $1,855 |
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0.67% Nasdaq 
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