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DFA Global Allocation 25/75 Portfolio Institutional Class (DGTSX)

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14.51 +0.01    +0.07%
11/11 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  Dimensional Fund Advisors
资产类别:  股票
  • 晨星评级:
  • 总资产: 690.03M
DFA Global Allocation 25/75 I 14.51 +0.01 +0.07%

DGTSX概述

 
本页面提供DFA Global Allocation 25/75 Portfolio Institutional Class的详细介绍,帮助您了解DGTSX的高管、总资产、投资策略和联系方式等信息。
种类

Allocation--15% to 30% Equity

总资产

690.03M

费用

0.24%

开始日期

37979

联络信息

地址 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
电话 +1 512 3067400

高管

名称 标题 任期
Ashish P. Bhagwanjee - 2021 now
背景介紹 Mr. Bhagwanjee is a Vice President and Senior Portfolio Manager of the Dimensional Fund Advisors LP. Mr. Bhagwanjee holds an MBA from the University of Chicago and a BS from Purdue University. Mr. Bhagwanjee joined the Dimensional in 2014, has been a portfolio manager since 2017.
Allen Pu Senior Portfolio Manager 2017 now
背景介紹 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.
Mary T. Phillips Head 2017 now
背景介紹 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).
Joseph F. Kolerich Senior Portfolio Manager 2012 now
背景介紹 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.
Jed S. Fogdall Vice President 2010 now
背景介紹 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.
David A. Plecha Senior Portfolio Manager 2003 now
背景介紹 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 H. Chi Vice President 2012 2019
背景介紹 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.
Bhanu P. Singh portfolio manager 2014 2017
背景介紹 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.
Stephen A. Clark Vice President 2006 2015
背景介紹 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.
Robert T. Deere Portfolio Manager 2003 2009
背景介紹 Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994.
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