Funds From: Symbol/Ticker: dfeqx to Symbol/Ticker: dfirx


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , China Mobile Ltd ADR , Samsung Electronics Co Ltd GDR , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd ADR , America Movil SAB de CV Class L ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Markel Corporation , Visa Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4% 2044-11-01 , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Trinity Industries Inc , First Solar Inc , Legg Mason Inc , Omnicare Inc , Avis Budget Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp , MSCI Emerging Market Index Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp , MSCI Emerging Market Index Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp , MSCI Emerging Market Index Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA Real Estate Securities I , DFA International Real Estate Sec I ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp , MSCI Emerging Market Index Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA Short-Term Extended Quality I , DFA Two-Year Global Fixed-Income I , DFA US Core Equity 2 I , DFA Inflation-Protected Securities I , DFA International Core Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp , MSCI Emerging Market Index Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Markel Corporation , Visa Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Royal Dutch Shell PLC ADR Class B , BP PLC ADR , Total SA , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Money Market-Taxable
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: dfeqx to Symbol/Ticker: dfirx
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