To fulfill its investment goals, the fund's Advisor utilizes a comprehensive, unified strategy. This approach seamlessly integrates several key functions: in-depth research, thoughtful portfolio construction, active management, and efficient trading. Furthermore, as an operational guideline rather than an unchangeable rule, the portfolio typically allocates a minimum of 80% of its total assets to securities issued by large-capitalization U.S. companies, under standard market conditions.

فئة الأصول

US Equity

الجهة المصدرة

Dimensional

موطن التسجيل

US

تاريخ التأسيس

6 ديسمبر 2022

عدد الحيازات

343

ISIN

US25434V6662