DFA US Small Cap Value I
DFA Investment Trust Co 6300 Bee Cave Road,Building One
Map
Phone: 888-5761167
| Category: | Small Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 5.70B | | Year-to-Date Return: | 23.82% | | Yield: | 1.16% | | 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. 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 purchase value stocks of U.S. companies using a market capitalization weighted approach. The Portfolios focus on Small capitalization stocks. |
| Last Dividend
(9-Dec-09):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 2.27 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 86.18% |
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| Expense | DFSVX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
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0.05% Nasdaq 
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