Company Overview of DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Equity Portfolio
DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Equity Portfolio is an open-ended equity mutual fund launched and managed by Dimensional Fund Advisors LP. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in stocks of companies across all market capitalizations. It focuses on factors such as free float, momentum, trading strategies, liquidity management, profitability and earnings or profits from operations relative to book value or assets to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 3000 Index. It was formerly known as DFA Invest...
6300 Bee Cave Road
Austin, TX 78746
Founded in 2001
Key Executives for DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Equity Portfolio
Chairman, Chief Executive Officer and President
Chief Financial Officer, Treasurer and Vice President
Chief Compliance Officer and Vice President
Chief Investment Officer and Vice President
Head of Global Human Resources, Member of Administrative Committee, and Member of Global Management Committee
Compensation as of Fiscal Year 2016.
DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Equity Portfolio Key Developments
DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Equity Portfolio, Special/Extraordinary Shareholders Meeting, May 08, 2015
Mar 12 15
DFA Investment Dimensions Group Inc. - Tax-Managed U.S. Equity Portfolio, Special/Extraordinary Shareholders Meeting, May 08, 2015., at 09:00 Central Standard Time. Location: 6300 Bee Cave Road. Agenda: To consider electing the members of the board of directors or board of trustees, as applicable; to consider taking advantage of Dimensional Fund Advisors LP’s global investment management experience and increasing efficiency and allowing dimensional to appoint and replace dimensional controlled sub-advisors for certain funds; to consider updating the funds’ investment advisory agreements to provide a uniform agreement that increases transparency and better describes all of the services that Dimensional provides to each fund; to consider updating the investment limitation for certain funds to eliminate the possibility of industry concentration, allowing these funds to be more diversified across industries in all market conditions; and to consider updating the investment limitation regarding investments in commodities to more clearly indicate what transactions funds can and cannot engage in, given the evolving definitions of commodity interests, swaps and related instruments.
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