DFA US Small Cap Value I
DFA Investment Trust Co 6300 Bee Cave Road,Building One
Map
Phone: 310-633-7885
| Category: | Small Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 6.20B | | Year-to-Date Return: | 29.86% | | Yield: | 1.11% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-93 |
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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: | 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 purchase value stocks of U.S. companies using a market capitalization weighted approach. The Portfolios focus on Small capitalization stocks. |
| Last Dividend
(9-Sep-09):
| 0.02 | | Last Cap Gain
(19-Dec-07):
| 2.27 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 76.37% |
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| Expense | DFSVX | Category
Avg | | Total Expense Ratio: | 0.52%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 167 | $640 | | 5 Yr Expense Projection*: |
$ 291 | $1,003 | | 10 Yr Expense Projection*: |
$ 653 | $2,022 |
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2.03% Nasdaq 
0.03 (0.16%) 
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