DFA Global Equity R2
1299 Ocean Avenue 11th Floor
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Phone: 310-633-7885
| Category: | World Stock | | Fund Family: | Dimensional Investment Group | | Net Assets: | 8.07M | | Year-to-Date Return: | -12.20% | | Yield: | 1.51% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Dec-03 |
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Robert T. Deere
Lead Manager since
24-Dec-03 | | | Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide long-term capital appreciation. The fund invests almost all assets in equity underlying funds including both domestic equity and international equity funds. These funds may be the U.S. Large Company Series, the U.S. Large Cap Value Series, the U.S. Small Cap Series, and Dimensional Real Estate Securities Portfolio, and Large Cap International Portfolio etc. |
| Last Dividend
(9-Sep-08):
| 0.03 | | Last Cap Gain
(19-Dec-07):
| 0.30 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 61.53% |
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| Expense | DGERX | Category
Avg | | Total Expense Ratio: | 0.58%
| 1.56% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$242 | $695 | | 5 Yr Expense Projection*: |
$440 | $1,090 | | 10 Yr Expense Projection*: |
$1,013 | $2,150 |
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1.49% Nasdaq 
0.27%
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