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DFA Tax-Managed US Marketwide Value (DTMMX)

NASDAQ - NASDAQ Delayed Price. Currency in USD
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DFA Tax-Managed US Marketwide Value

DFA Investment Trust Co6300 Bee Cave Road,Building OneAustin TX 78746
888-576-1167
Management Information
Jed S. Fogdall,Lead Manager since February 27, 2012
Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
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

CategoryLarge Value
Fund FamilyDimensional Fund Advisors
Net Assets4.71B
YTD Return7.00%
Yield1.62%
Morningstar Rating★★★★
Inception DateDec 13, 1998

Fund Operations

Last Dividend0.13
Last Cap Gain0.00
Holdings Turnover5.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDTMMXCategory Average
Annual Report Expense Ratio (net)0.37%1.06%
Prospectus Net Expense Ratio0.37%N/A
Prospectus Gross Expense Ratio0.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.88%
3 Yr Expense Projection119N/A
5 Yr Expense Projection208N/A
10 Yr Expense Projection468N/A