| US Large Growth |
|
| DFA US High Relative Profitability Fund (DURPX) |
January 2019 to present |
| Investment Objective |
The investment objective of the US High Relative Profitability Portfolio is to achieve long-term capital appreciation. |
| US Large Company |
|
| DFA US Large Company Fund (DFUSX) |
March 2000 to December 2018 |
| Dimensional US Large Cap Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of largest US companies (approx. 500 holdings) on a market-cap weighted basis. |
| US Large Cap Value |
|
| DFA US Large Cap Value Fund (DFLVX) |
March 2000 to present |
| Dimensional US Large Cap Value Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of largest US value companies using the Book to Market ratio on a market-cap weighted basis |
| US Targeted Value |
|
| DFA US Targeted Value Fund (DFFVX) |
March 2000 to present |
| Dimensional US Targeted Value Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of small, mid, and micro cap companies using the Book to Market ratio on a market-cap weighted basis |
| International Large Growth |
|
| DFA International High Relative Profitability Fund (DIHRX) |
January 2019 to present |
| Investment Objective |
The investment objective of the International High Relative Profitability Portfolio is to achieve long-term capital appreciation. |
| International Value |
|
| DFA International Value Fund (DFIVX) |
March 2000 to present |
| MSCI EAFE Value Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of developed large international companies using the Book to Market ratio on a market-cap weighted basis |
| International Small Company |
|
| DFA International Small Company Fund (DFISX) |
March 2000 to December 2018 |
| Dimensional Small Cap Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of developed small international companies on a market-cap weighted basis |
|
|
| International Small Value |
|
| DFA International Small Value Fund (DISVX) |
March 2000 to present |
| Dimensional Small Value Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of developed small value international companies using the Book to Market ratio on a market-cap weighted basis |
| Emerging Markets |
|
| DFA Emerging Markets Fund (DFEMX) |
March 2000 to December 2018 |
| MSCI Emerging Markets Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of emerging market companies on a market-cap weighted bases |
| Emerging Markets Value |
|
| DFA Emerging Markets Value Fund (DFEVX) |
March 2000 to present |
| Dimensional Emerging Markets Value Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of emerging market companies on a market-cap weighted bases |
| Emerging Markets Small Cap |
|
| DFA Emerging Markets Small Cap Fund (DEMSX) |
March 2000 to December 2018 |
| Fama/French EM Small Cap Index |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of emerging market small companies on a market-cap weighted basis |
| DFA Global Real Estate |
|
| DFA Globar REIT Fund (DFGEX) |
January 2013 to present |
| DFREX (50%) and DFITX (50%) |
April 2007 to December 2012 |
| DFREX (50%) and S&P Global ex. US REIT Index (50%) |
March 2000 to March 2007 |
| DJ US REIT Index (50%) and S&P Global ex US REIT Index (50%) |
July 1989 to February 2000 |
| Investment Objective |
Attempts to capture the returns of US and non-US companies that are in the real estate industry on a market-cap weighted basis |