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Dfa Social Fixed Income Portfolio Institutional Class (DSFIX)

US Funds

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9.05 +0.01 +0.11%

19/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 629.02M

Type: Fund

Market: United States

Asset Class: Bond

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DSFIX Overview

On this page you'll find an in-depth profile of Dfa Social Fixed Income Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DSFIX among other information.

Investment Strategy

The investment seeks to maximize total returns. 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 while excluding securities of corporate and certain non-sovereign government issuers based upon the Portfolio’s social issue screens. It will invest at least 80% of the fund's net assets in fixed income securities considered to be investment grade quality. The fund's investments may include foreign securities denominated in foreign currencies.

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States

Phone +1 512 3067400

Web www.dimensional.com

Top Executives

Name	Title	Since	Until
Lacey N. Huebel	-	2024	Now
David A. Plecha	Senior Portfolio Manager	2016	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.
Joseph F. Kolerich	Senior Portfolio Manager	2016	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.
Lovell D. Shao	Vice President	2019	2024
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.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Social Fixed .	9.05	+0.01	+0.11%