DFA Tax-Managed US Marketwide Value (DTMMX)
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DFA Tax-Managed US Marketwide Value
DFA Investment Dimensions Group Inc
1299 Ocean Ave Ste 650 11th FL
Santa Monica CA 90401
888-576-1167
Management information
Jed S. Fogdall,Lead manager since 27 February 2012
Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyDimensional Fund Advisors
Net assets5.78B
YTD return21.71%
Yield1.43%
Morningstar rating★★★
Inception date13 Dec 1998
Fund operations
Last dividend0.14
Last cap gain0.00
Holdings turnover7.00%
Average for categoryN/A
Fees and expenses
ExpenseDTMMXCategory average
Annual report expense ratio (net)0.37%0.90%
Prospectus net expense ratio0.37%N/A
Prospectus gross expense ratio0.57%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection119N/A
5-yr expense projection208N/A
10-yr expense projection468N/A
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