DFA Tax-Managed U.S. Marketwide Value
1299 Ocean Ave 11th Floor Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Large Value | | Fund Family: | Dimensional Investment Group | | Net Assets: | 2.38B | | Year-to-Date Return: | -11.68% | | Yield: | 1.86% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-98 |
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Robert T. Deere
Lead Manager since
14-Dec-98 | | | 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 is called a feeder fund as it does not buy individual securities directly. Instead, it invests in corresponding mutual funds called master funds. Master funds in turn purchase stocks, bonds and/or other securities. It buys a master fund that purchases value stocks of U.S. companies on a market capitalization weighted basis. |
| Last Dividend
(9-Sep-08):
| 0.07 | | Last Cap Gain
(19-Dec-07):
| 0.24 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 59.99% |
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| Expense | DTMMX | Category
Avg | | Total Expense Ratio: | 0.37%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$119 | $588 | | 5 Yr Expense Projection*: |
$208 | $902 | | 10 Yr Expense Projection*: |
$468 | $1,772 |
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1.49% Nasdaq 
0.27%
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