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Dfa Emerging Markets Portfolio Institutional Class (DFEMX)
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13/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 5.22B
Type:
Fund
Market:
United States
Issuer:
Dimensional Fund Advisors
Underlying:
MSCI EM Net USD
Asset Class:
Equity
DFA Emerging Markets I
29.22
-0.21
-0.71%
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DFEMX Overview
On this page you'll find an in-depth profile of Dfa Emerging Markets Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFEMX among other information.
Investment Strategy
The investment seeks to achieve long-term capital appreciation. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Emerging Markets Series (the “Emerging Markets Series” or the “Series”) of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Emerging Markets Series will invest at least 80% of its net assets in emerging markets investments that are defined in the Prospectus as Approved Market securities.
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 |
|---|---|---|---|
| Mary T. Phillips | Head | 2024 | 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). | ||
| Ethan Wren | - | 2020 | Now |
| Biography | Mr. Wren is a Vice President and Senior Portfolio Manager of the Dimensional Fund Advisors LP. Mr. Wren holds an MBA and an MPA from the University of Texas at Austin. Mr. Wren joined the Dimensional in 2010, has been a portfolio manager since 2018. | ||
| 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. | ||
| Allen Pu | Senior Portfolio Manager | 2020 | 2024 |
| Biography | Allen Pu is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, 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. | ||
| 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. | ||
| Mary T. Phillips | Head | 2017 | 2020 |
| 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). | ||
| Mitchell J. Firestein | Senior Portfolio Manager | 2018 | 2019 |
| Biography | Mitchell is a senior portfolio manager at Avantis Investors®. Prior to Avantis Investors, he served as vice president and senior portfolio manager at Dimensional Fund Advisors. In his role, he led a team of investment professionals managing emerging market portfolios and was responsible for strategy and portfolio oversight, implementation, and performance analysis. In addition, he regularly met with clients, including institutional investors, consultants, and financial advisors. Mitchell earned a Bachelor of Science in Management from the Tulane University A.B. Freeman School of Business. | ||
| Daniel C. Ong | Senior Portfolio Manager | 2015 | 2019 |
| Biography | Daniel is a senior portfolio manager at Avantis Investors®. Before coming to Avantis, he was a senior portfolio manager and vice president at DFA for 14 years. His responsibilities included managing international developed and emerging markets equity strategies, leading the EM equity desk, and engaging with clients. Prior to that, he was an account manager at Metropolitan West Asset Mgt. and a structure analyst at PIMCO. Daniel holds the CFA designation. He earned a bachelor's degree in economics from the Univ. of Cal and master's in finance & accounting from the Univ of Chicago Booth School | ||
| 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 | 2017 |
| 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. | ||
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