Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class
DADIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
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Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
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Performance
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Price
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52-Week Low
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NAV
1-Month Low
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Beta / Standard Deviation
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Company Information
Provider
Dimensional Fund Advisors
Manager/Tenure
(Years)
(Years)
Jed S. Fogdall (0), Brendan J. McAndrews (0), Joel P. Schneider (0)
Website
Address
Dimensional Fund Advisors
Santa Monica CA - 90401
Santa Monica CA - 90401
Country
United States
Phone Number
512-306-7400
Investment Strategy
The investment seeks to achieve long-term capital appreciation. To achieve the fund's investment objective, Dimensional Fund Advisors LP (the “Advisor”) implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio’s design emphasizes long-term drivers of expected returns identified by the Advisor’s research, while balancing risk through broad diversification across companies, sectors, and countries.