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See Overvalued Stocks
16.202
+0.220
+1.40%
20/12 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 741.41M
DFA Global Real Estate Securities Cl A
16.202
+0.220
+1.40%
- Overview
- Profile
- Historical Data
- Holdings
Dfa Global Real Estate Securities Cl A Overview
On this page you'll find an in-depth profile of Dfa Global Real Estate Securities Cl A. Learn about the key management, total assets, investment strategy and contact information of 0P0000FX2I among other information.
Investment Strategy
The fundamental investment objective of the fund is to achieve long-term capital appreciation primarily through exposure to investments in securities of companies and other entities from around the world that are principally engaged in the real estate industry.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ashish P. Bhagwanjee | - | 2020 | Now |
| Biography | Mr. Bhagwanjee is a Vice President and Senior Portfolio Manager of the Dimensional Fund Advisors LP. Mr. Bhagwanjee holds an MBA from the University of Chicago and a BS from Purdue University. Mr. Bhagwanjee joined the Dimensional in 2014, has been a portfolio manager since 2017. | ||
| William B. Collins-Dean | - | 2019 | Now |
| Biography | Will Collins-Dean is a Portfolio Manager and Vice President of the Sub-Adviser. Mr. Collins-Dean received his MBA from the University of Chicago and is bachelor’s degree from Wake Forest University. Mr. Collins-Dean joined the Sub-Adviser in 2014 and has been a portfolio manager since 2016. | ||
| Mary T. Phillips | Head | 2017 | Now |
| Biography | Ms. Phillips is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, Vice President and Senior Portfolio Manager of the Advisor. Ms. Phillips holds an MBA from the University of Chicago Booth School of Business and a BA from the University of Puget Sound. Ms. Phillips joined the Advisor in 2012, has been a portfolio manager since 2014, and has been responsible for the US Sustainability, International Sustainability and Emerging Markets Sustainability ETFs since inception (2022). | ||
| Allen Pu | Senior Portfolio Manager | 2015 | Now |
| Biography | Allen Pu is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Pu joined Dimensional as a Portfolio Manager in 2006. Mr. Pu has an M.B.A. from the University of California, Los Angeles, an M.S. and Ph.D. from Caltech, and a B.S. from Cooper Union for the Advancement of Science and Art. | ||
| Jed S. Fogdall | Vice President | 2010 | Now |
| Biography | 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. | ||
| Bhanu P. Singh | portfolio manager | 2015 | 2023 |
| Biography | Bhanu P. Singh is Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Singh joined Dimensional originally in 2003 and has been a portfolio manager since 2012. Mr. Singh has an M.B.A. from the University of Chicago Booth School of Business and a B.A. from the University of California, Los Angeles. | ||
| Joseph H. Chi | Vice President | 2010 | 2019 |
| Biography | Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Karen E. Umland | Senior Portfolio Manager | 2008 | 2015 |
| Biography | Karen E. Umland, CFA, is a Senior Portfolio Manager and a Vice President of Dimensional Fund Advisors, Inc. and a member of its Investment Committee. She received her BA from Yale University in 1988 and her MBA from the University of California at Los Angeles in 1993. Ms. Umland joined Dimensional in 1993 and since 1998 has been a Portfolio Manager and responsible for the international portfolios managed by Dimensional. | ||
| Robert T. Deere | Portfolio Manager | 2008 | 2009 |
| Biography | Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994. | ||
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