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DFA United Kingdom Small Company I DFUKX

NAV / 1-Day Return
23.85  /  0.87 %
Total Assets
22.3 Mil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
12.46 years
Miscellaneous Region
Investment Style
Small Blend
Min. Initial Investment
TTM Yield

Morningstar’s Fund Analysis DFUKX

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Management Changes at Dimensional Fund Advisors

Analyst Note

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On Feb. 28, 2019, Dimensional Fund Advisors announced that Joseph Chi, who had chaired the firm’s investment committee and served as co-head of global portfolio management, is taking on a smaller role so that he can dedicate more time to his family. Chi will remain at the firm as an ex-officio member of the Investment Committee and a mentor to the firm’s future leaders. To fill the gap, Allen Pu, Joel Schneider, and Mary Phillips were promoted to deputy heads of portfolio management for the Santa Monica, California; Austin, Texas; and Charlotte, North Carolina offices, respectively. Pu and Schneider will also become members of the Investment Committee, while Phillips is already a member. All three will report to Jed Fogdall, who assumes sole leadership for global portfolio management. Fogdall also takes over as chair of Dimensional’s investment committee.

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