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USD
DFA International Social Cor Eq Instl (DSCLX)
20.38
-0.24
(-1.16%)
At close: October 30 at 8:08:19 PM EDT
Fund Summary
The Advisor intends to purchase securities of companies associated with developed market countries that the Advisor has designated as approved markets. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in equity securities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.
DFA International Social Cor Eq Instl
Santa Monica CA 90401
1299 Ocean Ave Ste 650 11th FL
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 2.31B |
| YTD Return | 11.06% |
| Yield | 3.40% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2012 |
Fund Operations
| Last Dividend | 0.44 |
| Last Cap Gain | 19.00 |
|---|---|
| Holdings Turnover | 12.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | DSCLX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.26% | 0.92% |
|
Prospectus Net Expense Ratio
|
0.26% | -- |
|
Prospectus Gross Expense Ratio
|
0.26% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | 5.28% |
|
Max Deferred Sales Load
|
-- | 1.46% |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
William B. Collins-Dean, Lead Manager since February 28, 2019
Will Collins-Dean is a Portfolio Manager and Vice President of the Sub-Adviser. Mr. Collins-Dean received his MBA from the University of Chicago and is bachelor’s degree from Wake Forest University. Mr. Collins-Dean joined the Sub-Adviser in 2014 and has been a portfolio manager since 2016.Morningstar Style Box
