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DFA Commodity Strategy Portfolio Institutional Class Shares (DCMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.30+0.03 (+0.41%)
At close: 8:00PM EDT
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DFA Commodity Strategy Portfolio Institutional Class Shares

DFA Investment Dimensions Group Inc

1299 Ocean Ave Ste 650 11th FL

Santa Monica CA 90401

888-576-1167
Management Information
David A. Plecha,Lead Manager since November 8, 2010
David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryCommodities Broad Basket
Fund FamilyDimensional Fund Advisors
Net Assets1.59B
YTD Return25.09%
Yield0.26%
Morningstar Rating★★★★
Inception DateNov 8, 2010

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover71.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDCMSXCategory Average
Annual Report Expense Ratio (net)0.32%1.15%
Prospectus Net Expense Ratio0.32%N/A
Prospectus Gross Expense Ratio0.32%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection103N/A
5 Yr Expense Projection406N/A
10 Yr Expense Projection0N/A
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