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Saturday, December 26, 2009, 6:45AM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
DFA US Large Cap Value III (DFUVX)On Dec 24: 13.23  Up 0.07 (0.53%)  
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Profile  As of 30-Nov-09Get Profile for:
DFA US Large Cap Value III
6300 Bee Cave Road, Building One
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Phone: 310-633-7885
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FUND OVERVIEW 
Category:Large Value
Fund Family:Dimensional Fund Advisors
Net Assets:1.53B
Year-to-Date Return:26.91%
Yield:2.13%
Morningstar Rating:2 stars
Fund Inception Date:02-Feb-95
MORNINGSTAR STYLE BOX 
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
DFUVX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (9-Dec-09): 0.07
Last Cap Gain (10-Dec-08): 0.00
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 75.50%
FEES & EXPENSES 
ExpenseDFUVXCategory
Avg
Total Expense Ratio:% 1.27%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.45%
Max Deferred Sales Load:% 2.64%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$628
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$960
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,847
* Per $10,000 invested


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