DFA Global Equity R2
6300 Bee Cave Road, Building One
Map
Phone: 310-633-7885
| Category: | World Stock | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 7.19M | | Year-to-Date Return: | 29.63% | | Yield: | 1.39% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Dec-03 |
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Stephen Clark
Lead Manager since
28-Feb-09 | | | 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. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| 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 to provide long-term capital appreciation. The fund invests almost all assets in equity underlying funds including both domestic equity and international equity funds. These funds may be the U.S. Large Company Series, the U.S. Large Cap Value Series, the U.S. Small Cap Series, and Dimensional Real Estate Securities Portfolio, and Large Cap International Portfolio etc. |
| Last Dividend
(9-Dec-09):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 0.30 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.16% |
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| Expense | DGERX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.20% Nasdaq 
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