DFA Tax-Managed U.S. Equity
1299 Ocean Ave 11th Floor Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Large Blend | | Fund Family: | Dimensional Investment Group | | Net Assets: | 1.79B | | Year-to-Date Return: | -9.63% | | Yield: | 1.75% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Sep-01 |
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Robert T. Deere
Lead Manager since
25-Sep-01 | | | 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 long-term capital appreciation while minimizing federal income taxes on returns. The fund buys shares of a Master Fund that purchases stocks of United States companies on a market capitalization weighted basis. It generally will invest in a broad and diverse group of the common stocks of companies traded on a principal U.S. exchange or on the over-the-counter market. |
| Last Dividend
(9-Sep-08):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 71.30% |
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| Expense | DTMEX | Category
Avg | | Total Expense Ratio: | 0.22%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$73 | $577 | | 5 Yr Expense Projection*: |
$129 | $877 | | 10 Yr Expense Projection*: |
$292 | $1,739 |
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1.49% Nasdaq 
0.27%
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