September 27, 2016 6:12 AM ET

Capital Markets

Company Overview of DFA Investment Trust Company - United Kingdom Small Company Series

Company Overview

DFA Investment Trust Company - United Kingdom Small Company Series is an open ended equity mutual fund launched and managed by Dimensional Fund Advisors LP. The fund invests in the public equity markets across the United Kingdom. It seeks to invest in stocks of companies investing across diversified sectors. The fund employs quantitative analysis stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against MSCI UK Small Cap Index (Net dividends) and MSCI UK Small Cap Index (price only). DFA Investment Trust Company - United Kingdom Small Company Series is domiciled in the United States.

Dimensional Place

6300 Bee Cave Road

Building One

Austin, TX 78746

United States

Phone:

512-306-7400

Fax:

512-306-7499

Key Executives for DFA Investment Trust Company - United Kingdom Small Company Series

Chairman of the Board, Chief Executive Officer and President
Age: 69
Chief Compliance Officer and Vice President
Age: 50
Chief Investment Officer and Vice President
Age: 49
Head of Global Human Resources, Member of Administrative Committee, and Member of Global Management Committee
Age: 45
Vice President, Senior Portfolio Manager and Member of the Investment Committee
Age: 50
Compensation as of Fiscal Year 2016.

DFA Investment Trust Company - United Kingdom Small Company Series Key Developments

DFA Investment Trust Company - United Kingdom Small Company Series, Special/Extraordinary Shareholders Meeting, May 08, 2015

DFA Investment Trust Company - United Kingdom Small Company Series, Special/Extraordinary Shareholders Meeting, May 08, 2015., at 09:00 Central Standard Time. Location: 6300 Bee Cave Road. Agenda: To elect a board of directors or a board of trustees; to approve the use of a manager of managers structure whereby Dimensional will be able to employ and replace sub-advisors controlled by Dimensional without shareholder approval; to approve two sub-advisory agreements; to approve an updated investment management agreement for each fund; to approve an amendment to the fundamental investment limitation regarding investments in commodities; to approve an amendment to the fundamental investment limitation to eliminate the banking industry concentration policy for certain Funds;; to approve a manager of managers structure for the feeder fund's corresponding master fund; to consider updated investment management agreement between the advisor and the fund company; and to provide voting instructions to each feeder fund to approve an amendment to the fundamental investment limitation regarding investments in commodities by the feeder fund's corresponding master fund.

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