Tax-Managed U.S. Targeted Value Portfolio

Tax-Managed U.S. Targeted Value Portfolio is a registered fund series of DFA INVESTMENT DIMENSIONS GROUP INC (series S000000977). Net assets $5.9B as of 2021-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Dimensional Holdings Inc.$139.5M237.96%
The DFA Investment Trust Company$128.2M218.68%
Quanta Services Inc$57.5M98.01%
Darling Ingredients Inc$48.9M83.44%
Reliance Steel & Aluminum Co$46.3M78.99%
Arrow Electronics Inc$41.8M71.38%
PulteGroup Inc$40.9M69.85%
AGCO Corp$39.9M68.01%
Bunge Ltd$38.9M66.37%
Toll Brothers Inc$35.7M60.85%
Athene Holding Ltd$35.6M60.73%
AutoNation Inc$34.8M59.29%
News Corp$33.6M57.31%
Invesco Ltd$33.5M57.23%
Concentrix Corp$32.7M55.70%

Net asset history

Report dateNet assets
2021-04-30$5.9B
2021-01-31$4.9B
2020-10-31$3.9B
2020-07-31$3.8B
2020-04-30$3.6B
2020-01-31$4.7B
2019-10-31$4.7B

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