CapEdge
Loading...
Advanced
What's new? Log in Free sign up
  • Home
  • Sectors & IndustriesSectors
  • Earnings
  • IPOs
  • SPACs
  • Transcripts
  • Insider
  • Institutional
  • Crypto
  • Screeners
  • Reddit
  • Splits
  • Company Dashboard
  • Filings

Dimensional Investment

Company Profile

Company profile

Employees
Incorporated
Maryland
Location
Texas
Fiscal year end
Oct 31
Former names
DIMENSIONAL INVESTMENT GROUP INC/
SEC CIK
0000861929
Latest filings (excl ownership)
View all
N-CEN
Annual report (registered investment company)
17 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
6 Jan 23
N-PX
Annual report of proxy voting record
31 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Jul 22
N-CEN
Annual report (registered investment company)
14 Jan 22
N-CSR
Certified annual shareholder report (management investment company)
7 Jan 22
DEFA14A
Additional proxy soliciting materials
16 Nov 21
DEF 14A
Definitive proxy
15 Nov 21
N-PX
Annual report of proxy voting record
31 Aug 21
CORRESP
Correspondence with SEC
12 Aug 21
Latest ownership filings
View all
NPORT-P
Dfa Two-year Government Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
Dfa Two-year Fixed Income Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
U.S. Large Company Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
Dfa International Value Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
Global Allocation 60/40 Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
Global Equity Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
Global Allocation 25/75 Portfolio (Oct 2022 report)
28 Dec 22
NPORT-P
Emerging Markets Portfolio II (Oct 2022 report)
28 Dec 22
NPORT-P
Dfa International Value Portfolio III (Oct 2022 report)
28 Dec 22
NPORT-P
U.S. Large Cap Value Portfolio III (Oct 2022 report)
28 Dec 22

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
DFA INTERNATIONAL VALUE PORTFOLIO DFIVX -3.51 -9.48 7.48 7.49 bn 1 Oct 2022
DFA INTERNATIONAL VALUE PORTFOLIO III DFVIX -3.48 -9.57 7.57 2.58 bn 1 Oct 2022
DFA TWO-YEAR FIXED INCOME PORTFOLIO DFCFX -0.52 -0.71 -0.11 131.75 mm 65 Oct 2022
DFA TWO-YEAR GOVERNMENT PORTFOLIO DFYGX -0.42 -0.57 -0.11 173.63 mm 17 Oct 2022
EMERGING MARKETS PORTFOLIO II DFETX -0.62 -11.00 -1.65 50.58 mm 1 Oct 2022
GLOBAL ALLOCATION 25/75 PORTFOLIO DGTSX -1.96 -4.01 2.05 808.96 mm 10 Oct 2022
GLOBAL ALLOCATION 60/40 PORTFOLIO DGSIX -2.99 -6.76 4.74 3.58 bn 12 Oct 2022
GLOBAL EQUITY PORTFOLIO DGEIX -3.66 -9.55 7.98 7.35 bn 6 Oct 2022
U.S. LARGE CAP VALUE PORTFOLIO III DFUVX -2.81 -8.63 12.91 3.55 bn 1 Oct 2022
U.S. LARGE COMPANY PORTFOLIO DFUSX -4.08 -9.25 8.08 10.03 bn 506 Oct 2022
Finsight
Resources
  • Knowledgebase
  • Log In
  • Register
Company
  • About
  • Contact
  • Solutions
Products
  • Deal Roadshow
  • DealVDR
  • Evercall
  • Finsight.com
CapEdge
  • Earnings Calendar
  • Earnings Transcripts
  • EDGAR Filing Screener
  • IPO Calendar
  • Compliance
  • Privacy
  • Security
  • Terms
AngelList LinkedIn