Fund Description

The fund's advisor, Dimensional Fund Advisors LP, employs an integrated investment strategy that encompasses research, portfolio design, management, and trading. Focusing on long-term expected return drivers while managing risk through diversification, the fund invests primarily in a broad array of equity securities in emerging and frontier markets, as approved by the Investment Committee. It targets companies of all sizes, with a tilt towards smaller capitalization, lower relative price, and higher profitability entities. The fund may utilize depositary receipts, invest in China A-shares, and employ futures and options for market exposure adjustments. Additionally, the fund engages in foreign currency transactions and may lend portfolio securities to enhance income.