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Home>Fund Pages>Dimensional Fund Advisors LP >LWAS/DFA US High Book to Market Portfolio

LWAS/DFA US High Book to Market Portfolio

ProfileAssetsFlowsFeesPerformanceRetirementManagers

LWAS/DFA US High Book to Market Portfolio

ProfileAssetsFlowsFeesPerformanceRetirementManagers

Profile

Data Providers

Overview

  • category
    Large-Cap Value Funds
  • management type
    Active
  • total assets
    $20.77B
Read description

Advisors Using This Fund

Assets

Net Assets

Total Net Assets

$20.77B

(Through Feb 2017)
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$1.29B

(Through Feb 2017)
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio

0.27%

There is no Fee data available to display at this time.
Why Do Investment Expenses Matter?
Ryan Alfred

Turnover

turnover

15.0%

There is no Turnover data available to display at this time.
Why Does Fund Turnover Matter?
Ryan Alfred

Performance

Growth of 10k

1 Year Return

13.80%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Stearns Financial Services, Inc. 401(k) Plan
24%
Jimmy John's 401(K) Retirement Plan
22%
Shipton's Big R, Inc. Montana Profit Sharing Plan
21%
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund
for Advisors|for Asset Managers

Managers

Current Fund Managers

  • Stephen A. Clark

    01-01-2006 - present