WebDFA Tax Managed U.S. Targeted Value Portfolio. Fund Family Name. ... has been responsible for international portfolios since 2010 and domestic portfolios since 2012. … WebDFA Tax Managed International Value Portfolio. Fund Family Name. Dimensional Fund Advisors. Inception Date. Apr 16, 1999. Shares Outstanding. N/A. Share Class. Inst. …
DTMIX - DFA Tax-Managed DFA International Value Portfolio
WebStart Date. Tenure. Tenure Rank. Feb 28, 2010. 11.51. 11.5%. 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. WebDFA Tax Managed U.S. Targeted Value Portfolio. Fund Family Name. ... has been responsible for international portfolios since 2010 and domestic portfolios since 2012. Joel Schneider Start Date Tenure Tenure Rank Jul 21, 2015 5.87 5.9% Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. … great white fleet in japan
TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO
WebMar 15, 2024 · On Sep. 13, 2024, DFIV converted from a mutual fund called DFA Tax Managed International Value Portfolio to an actively managed ETF structure starting with net assets amounting to $3.5 billion. DFIV Summary Data. Issuer Dimensional. Inception Date 09/13/21. Expense Ratio 0.27%. Assets Under Management $4.88B. WebFogdall joined the Advisor as a portfolio manager in 2004, and has been responsible for the Acquiring Portfolios since inception (2024). Mr. Fogdall has been responsible for the Tax-Managed U.S. Targeted Value Portfolio, Tax-Managed U.S. Equity Portfolio, Tax-Managed U.S. Small Cap Portfolio and T.A. U.S. Core Equity 2 Portfolio since 2012. WebDFIVX A complete DFA International Value Portfolio;Institutional mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. florida senior saltwater fishing license