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Dfa Investment Grade Portfolio Institutional Class Shares (DFAPX)

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10.11 -0.02    -0.20%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 11.87B
DFA Investment Grade I 10.11 -0.02 -0.20%

Dfa Investment Grade Portfolio Institutional Class Shares Overview

 
On this page you'll find an in-depth profile of Dfa Investment Grade Portfolio Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of DFAPX among other information.
Category

Intermediate-Term Bond

Total Assets

11.87B

Expenses

0.19%

Inception Date

Mar 07, 2011

Investment Strategy

The investment seeks to maximize total returns from the universe of eligible investments. The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers. As a non-fundamental policy, under normal circumstances, at least 80% of the Portfolio's net assets will be invested in fixed income securities considered to be investment grade quality.

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Phone +1 512 3067400

Top Executives

Name Title Since Until
Lovell D. Shao Vice President 2019 Now
Biography Mr. Shao is a Vice President and Senior Portfolio Manager of Dimensional Fund Advisors LP . Mr. Shao holds an MA from the University of California at Los Angeles and a BS from Columbia University. Mr. Shao joined Dimensional Fund in 2006, has been a portfolio manager since 2011, and has been responsible for the DFA Intermediate-Term Extended Quality Portfolio, DFA Global Core Plus Fixed Income Portfolio, DFA Investment Grade Portfolio and DFA Short-Duration Real Return Portfolio since 2019 and the DFA Global Core Plus Real Return Portfolio since its inception.
Joseph F. Kolerich Senior Portfolio Manager 2012 Now
Biography Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012.
David A. Plecha Senior Portfolio Manager 2011 Now
Biography David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments.
Stephen A. Clark Vice President 2011 2012
Biography Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University.
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