DFA Tax-Managed US Targeted Value
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Small Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 1.76B | | Year-to-Date Return: | 18.64% | | Yield: | 1.22% | | Morningstar Rating: |  | | Fund Inception Date: | 11-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 long-term capital appreciation while minimizing federal income taxes on returns. The fund invests in value stocks of U.S. companies on a market capitalization weighted basis. It invests in mid and small capitalization issues. In selecting value stocks the advisor primarily considers price relative to book value. |
| Last Dividend
(9-Dec-09):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 1.41 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 86.18% |
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| Expense | DTMVX | 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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0.03% Nasdaq 
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