DFA Tax-Managed US Small Cap
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Small Blend | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 977.68M | | Year-to-Date Return: | 16.74% | | Yield: | 1.03% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Dec-98 |
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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: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests in companies whose market capitalizations are equal to those in the sixth to tenth deciles of those listed on the New York Stock Exchange. It usually invests at least 80% of assets in U.S. stocks that the advisor believes are undervalued. The fund may invest up to 15% of assets in illiquid securities. It may invest up to 5% of assets in foreign securities listed on exchanges in the United States. |
| Last Dividend
(9-Dec-09):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 2.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.53% |
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| Expense | DFTSX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.51% Nasdaq 
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