LWAS/DFA US High Book To Market
6300 Bee Cave Road,Building One
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Phone: 310-633-7885
| Category: | Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 68.74M | | Year-to-Date Return: | 26.56% | | Yield: | 2.04% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jun-96 |
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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. 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: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests all of assets in the U.S. Large Cap Value Series (the U.S. Large Cap Value Series) of the DFA Investment Trust Company. The series invests at least 80% of net assets in securities of large U.S. companies that have a high book value in relation to their market value. |
| Last Dividend
(9-Dec-09):
| 0.06 | | Last Cap Gain
(19-Dec-07):
| 0.83 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | DFBMX | 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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