WebSee DFA US Sustainability Targeted Val Port performance, holdings, fees, risk and other data from Morningstar, S&P, and others. ... DFA US Targeted Value Portfolio. 6.63%. WebDFA U.S. Targeted Value Portfolio - Institutional Class Release Date ... DFA U.S. Large Cap Value. Volatility and Risk Volatility as of 03-31-12 Low Moderate High Investment Category Risk Measures as of 03-31-12 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 25.17 1.55 1.10 3 Yr Beta 1.44 . 1.12 Principal Risks Lending, Loss of Money, Not FDIC ...

inancial D iScloSure eport

WebFound in a fund's prospectus, these figures show how much an investor would expect to pay in expenses-sales charges and fees assuming a $10,000 investment that grows by 5 percent per year with ... WebHolder Shares Date Reported % Out Value; Vanguard Total Stock Market Index Fund: 1,447,681: Sep 29, 2024: 2.78%: 31,088,950: DFA U.S. Small Cap Value Series: 1,297,471 the pensions regulator terms of reference

DFA U.S. Core Equity 1 Portfolio Institutional Class - Insider

WebDIPSX A complete DFA Inflation Protected Securities Portfolio;Institutional mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. WebContributions to this individual fund portfolio will be invested solely in the DFA U.S. Targeted Value Portfolio. Before making contributions to this portfolio, you should consider the more detailed information about the underlying fund in which it invests, including its investment objectives and policies, risks, and expenses, contained in the links below. Webdfa us targeted value portfolio cl i freezing dfgfx dfa two year glbl fixed incm port instl freezing dfihx dfa one year fixed incm port instl freezing ... dfa us large cap value iii port inst freezing dfvex dfa us vector eqty port instl freezing dfvix dfa intl value iii port inst freezing dfvqx dfa intl vector eqty port inst freezing. sian hodgson