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Bryant Warner
May 31, 2022 2:09PM ET
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Dfa International Core Equity Portfolio Institutional Class (DFIEX)
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15.41
-0.01
-0.06%
Type:
Fund
Market:
United States
Issuer:
Dimensional Fund Advisors
Underlying:
MSCI World ex USA Net
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 30.88B
DFA International Core Equity I
15.41
-0.01
-0.06%
- Overview
- Profile
- Historical Data
- Holdings
Dfa International Core Equity Portfolio Institutional Class Overview
On this page you'll find an in-depth profile of Dfa International Core Equity Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFIEX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of non-U.S. companies in developed markets. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities. The fund may lend its portfolio securities to generate additional income.
Contact Information
Address
1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Santa Monica,CA 90401
United States
Phone
+1 512 3067400
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| 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 Commit- tee, 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. | ||
| Henry F. Gray | Head | 2012 | 2015 |
| Biography | Mr. Gray is Head of Global Equity Trading and a Vice President of Dimensional Funds Advisors LP and a member of the Investment Committee. Mr. Gray received his MBA from the University of Chicago in 1995 and his AB from Princeton University in 1989. Mr. Gray joined DFA in 1995, was a Portfolio Manager from 1995 to 2005, and has been Head of Global Equity Trading since 2006, and since 2012 responsible for the international portfolios managed by Dimensional. | ||
| Karen E. Umland | Senior Portfolio Manager | 2005 | 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. | ||
| Stephen A. Clark | Vice President | 2010 | 2013 |
| 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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