Funds From: Symbol/Ticker: dfevx to Symbol/Ticker: dfitx


  • 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: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • 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 Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: First Solar Inc , Genworth Financial Inc , Trinity Industries Inc , Omnicare Inc , Avis Budget Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 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: 1 Stars
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  • Holdings: MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA Two-Year Global Fixed-Income I , DFA Short-Term Extended Quality I , DFA US Core Equity 2 I , DFA Inflation-Protected Securities I , DFA International Core Equity I ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MSCI Emerging Market Index Future June14 , MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Teva Pharmaceutical Industries Ltd ADR , Microsoft Corp ,
  • 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 , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class B , BP PLC ADR , HSBC Holdings PLC ADR , Nestle SA , Novartis AG 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 Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • 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 , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Ashtead Group PLC , Cobham PLC , Inmarsat PLC , Banco Popolare Societa Cooperativa , Taylor Wimpey PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: dfevx to Symbol/Ticker: dfitx
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