DFA US Small Cap Value I (DFSVX)

Min Initial Investment

0

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

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• Protected Investors of America
• Comerica Bank
• American Trust Custody
• Pershing FundCenter
• Shareholders Services Group
• JPMorgan
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Institutional FundsNetwork
• DATALynx
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• SunGard Transaction Network
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Invest n Retire
• Scottrade TF
• Standard Retirement Services, Inc.
• Thrivent – Advisory Eligible
• Matrix Financial Solutions
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• WFA Fdntl Choice/PIM Updated 9.2.26
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• H Beck Inc.
• Securities America Inc.
• Vanguard TF
• Nationwide Retirement Flexible Advantage
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• LPL SWM
• Schwab Advisor Services All Funds Available
• ADP Access IPS Z
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Thrivent – Retail Eligible
• ADP Raymond James 3(38)
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Funds Available for Approved Inv Managers Only

The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.