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Annual Average Total Returns
As of 6/30/2011| 1 yr | 5 yr | 10 yr | |
|---|---|---|---|
| US Micro Cap Portfolio (DFSCX) | 37.30 | 3.07 | 7.99 |
| Real Estate Securities Portfolio (DFREX) | 34.36 | 2.01 | 10.53 |
Returns in US dollars
Performance data shown represents past performance and is no guarantee of future results. Current performance may be higher or lower than the performance shown. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. To obtain performance data current to the most recent month-end, visit www.dimensional.com.
Fund holdings are subject to change.
As of 3/31/11, Valassis Communications (VCI) accounted for 0.03% and Steve Madden (SHOO) accounted for 0.00% of the DFA US Micro Cap Portfolio. As of 3/31/11, Simon Property Group (SPG) accounted for 9.75% of the DFA Real Estate Securities Portfolio.
Small cap investments are subject to greater volatility than those in other asset categories. Risks of REITs include changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer.
Trust Net Asset Value Prices are cum-distribution.
Performance data reported by DFA Australia Limited represents past performance and is not indicative of future performance. The investment return and principal value will fluctuate so that an investor's units, when redeemed, may be worth more or less than their original cost. Further, there can be no assurance that any of the Trusts will achieve its investment objective.
Performance data reported by DFA Australia Limited represents past performance and is not indicative of future performance. The investment return and principal value will fluctuate so that an investor's units, when redeemed, may be worth more or less than their original cost. Further, there can be no assurance that any of the Trusts will achieve its investment objective.