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Overall Morningstar
Rating™
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| What is this?
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 |
 |
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As of 2013-04-30 |
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Out of
Large Value Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Large |
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Value |
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As of
2013-02-28 |
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|
| Day Change |
|
$ 0.31 |
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| NAV
(2013-05-17)
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|
$ 27.64 |
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| YTD Return %
(2013-05-17)
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| 21.08%
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| Total Assets ($ mil) |
| 10,291 |
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| Growth of $10,000 |
 |
Fund: |
DFA US Large Cap Value I |
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(from
2003-01-01
to 2013-04-30)
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 |
Category: |
Large Value |
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 |
Index: |
S&P 500 TR |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-17 |
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Inception date: 1993-02-19 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-17 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 888-576-1167 or visit www.dimensional.com. |
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| Asset Allocation |
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 |
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| % of Net Assets |
 |
Cash |
0.3 |
 |
Stocks |
99.7 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
1.2 |
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(as a % of Assets) |
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|
 |
| Holding Status |
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| Total Number of Stock Holdings |
244 |
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Turnover % |
10 |
| Total Number of Bond Holdings
|
0 |
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30 Day SEC Yield %
|
--- |
| % of Assets in Top 10 Holdings |
33.05 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-02-28 |
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YTD Return through 2013-05-17 |
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Fund Inception: 1993-02-19 |
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Portfolio Manager (Start Date) |
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Stephen A. Clark
(2008-03-29)
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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. |
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Joseph H. Chi
(2012-02-28)
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Mr. Chi is a Portfolio Manager and Vice President of the Dimensional and a member of the Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a portfolio manager in 2005 and has been responsible for the international equity portfolios since 2010. |
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Jed S. Fogdall
(2012-02-28)
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Jed S. Fogdall is Portfolio Manager and Vice President of Dimensional. Mr. Fogdall has an M.B.A. from the University of California, Los Angeles and a B.S. from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for the international equity portfolios since 2010. |
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Henry F. Gray
(2012-02-28)
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Sales Charge %
(taken from prospectus dated 2013-05-06)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
0.27 |
based on net assets
(taken from annual report dated 2012-10-31)
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| Correspondence Information |
DFA Investment Dimensions Group Inc
1299 Ocean Ave Ste 650 11th FL
Santa Monica,
CA
90401
USA |
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| Telephone: |
| 888-576-1167 |
| 512-306-7400 |
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