Description: To achieve the fund's investment objective, Dimensional Fund Advisors LP implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. Under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Foreign Small/Mid Value
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock non-US | 99.49 | 0.00 | 99.49 |
| Stock US | 0.51 | 0.00 | 0.51 |
| Other | 0.00 | 0.00 | 0.00 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Industrials | 18.68 | 21.14 |
| Financial Services | 16.80 | 16.59 |
| Consumer Cyclicals | 13.94 | 13.45 |
| Basic Materials | 10.91 | 12.56 |
| Energy | 8.74 | 6.28 |
| Consumer Defensive | 7.61 | 6.71 |
| Technology | 6.90 | 6.63 |
| Healthcare | 6.62 | 6.79 |
| Communication Services | 5.40 | 4.36 |
| Utilities | 2.63 | 2.20 |
| Real Estate | 1.78 | 3.27 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| Europe Developed | 41.46 | 34.51 |
| Japan | 24.97 | 23.64 |
| United Kingdom | 11.50 | 13.33 |
| North America | 11.45 | 9.80 |
| Australasia | 7.22 | 6.30 |
| Asia Developed | 2.29 | 6.34 |
| Africa/Middle East | 0.82 | 2.29 |
| Asia Emerging | 0.22 | 2.30 |
| Latin America | 0.05 | 1.01 |
| Europe Emerging | 0.04 | 0.48 |