DFA US Large Company Institutional Idx
6300 Bee Cave Road, Building One
Map
Phone: 310-633-7885
| Category: | Large Blend | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 805.32M | | Year-to-Date Return: | 19.48% | | Yield: | 2.32% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Sep-99 |
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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: | $100,000,000 | | 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 approximate the total return of the S&P 500 index. The fund invests in a master portfolio that invests in the S&P 500 index stocks in approximately the same proportions they are represented in the S&P 500 index. |
| Last Dividend
(9-Sep-09):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | DFUSX | Category
Avg | | Total Expense Ratio: | 0.10%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 34 | $774 | | 5 Yr Expense Projection*: |
$ 61 | $1,287 | | 10 Yr Expense Projection*: |
$ 140 | $2,366 |
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1.44% Nasdaq 
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