DFA US Large Cap Value III
6300 Bee Cave Road, Building One
Map
Phone: 310-633-7885
| Category: | Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 1.46B | | Year-to-Date Return: | 20.15% | | Yield: | 2.25% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Feb-95 |
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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: | $0 | | 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 purchase shares of a master fund that buys value stocks of large-cap U.S. companies on a market capitalization weighted basis in each applicable country. It generally invests in a broad and diverse group of the common stocks of large-cap companies traded on a principal U.S. exchange or on the over-the-counter market that the advisor determines to be value stocks. |
| Last Dividend
(9-Sep-09):
| 0.04 | | Last Cap Gain
(10-Dec-08):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | DFUVX | Category
Avg | | Total Expense Ratio: | 0.14%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 45 | $638 | | 5 Yr Expense Projection*: |
$ 79 | $966 | | 10 Yr Expense Projection*: |
$ 179 | $1,855 |
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0.18% Nasdaq 
0.42%
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