DIPSX - DFA Inflation-Protected Securities Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

DFA Inflation-Protected Securities Portfolio Institutional Class

DFA Investment Dimensions Group Inc

1299 Ocean Ave Ste 650 11th FL

Santa Monica CA 90401

Management Information
David A. Plecha,Lead Manager since September 17, 2006
Mr. Plecha is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP and a member of the Investment Committee. Mr. Plecha received his BS from the University of Michigan at Ann Arbor in 1983 and his MBA from the University of California at Los Angeles in 1987. Mr. Plecha has been a portfolio manager since 1989.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryInflation-Protected Bond
Fund FamilyDimensional Fund Advisors
Net Assets4.88B
YTD Return9.22%
Morningstar Rating★★★★★
Inception DateSep 17, 2006

Fund Operations

Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover24.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDIPSXCategory Average
Annual Report Expense Ratio (net)0.12%0.77%
Prospectus Net Expense Ratio0.12%N/A
Prospectus Gross Expense Ratio0.12%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.46%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection39N/A
5 Yr Expense Projection68N/A
10 Yr Expense Projection154N/A