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Dfa Short-term Extended Quality Portfolio Institutional Class (DFEQX)
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DFA Short-Term Extended Quality I
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- Overview
- Profile
- Historical Data
- Holdings
DFEQX Overview
On this page you'll find an in-depth profile of Dfa Short-term Extended Quality Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFEQX among other information.
Investment Strategy
The investment seeks to maximize total returns from the universe of debt securities in which the Portfolio invests. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in fixed income securities considered to be investment grade quality. In addition, the Portfolio is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.
Contact Information
Address
1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Santa Monica,CA 90401
United States
Phone
+1 512 3067400
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lacey N. Huebel | - | 2021 | Now |
| Joseph F. Kolerich | Senior Portfolio Manager | 2012 | Now |
| Biography | Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012. | ||
| David A. Plecha | Senior Portfolio Manager | 2009 | Now |
| Biography | David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments. | ||
| Stephen A. Clark | Vice President | 2010 | 2012 |
| Biography | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. | ||
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