David Plecha - Dfa Short Fund Manager
| DFSMX Fund | USD 10.14 0.00 0.00% |
Mr. Plecha is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP and a member of the Investment Committee. Mr. Plecha received his BS from the University of Michigan at Ann Arbor in 1983 and his MBA from the University of California at Los Angeles in 1987. Mr. Plecha was a portfolio manager since 1989 and responsible for the fixed income portfolios since the end of 1991.
| Phone | 888-576-1167 |
Dfa Short Management Performance (%)
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Dfa Short Term Leadership Team
Elected by the shareholders, the Dfa Short's board of directors comprises two types of representatives: Dfa Short inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Dfa. The board's role is to monitor Dfa Short's management team and ensure that shareholders' interests are well served. Dfa Short's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Dfa Short's outside directors are responsible for providing unbiased perspectives on the board's policies.
| David Plecha, Fund Manager | ||
| Joseph Kolerich, Fund Manager |
Dfa Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Dfa Short a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 2.41 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.48 % | ||||
| One Year Return | 2.37 % | ||||
| Three Year Return | 0.95 % | ||||
| Five Year Return | 0.96 % | ||||
| Ten Year Return | 1.05 % | ||||
| Net Asset | 2.56 B | ||||
| Cash Position Weight | 30.42 % | ||||
| Bond Positions Weight | 69.58 % |
Pair Trading with Dfa Short
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dfa Short position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dfa Short will appreciate offsetting losses from the drop in the long position's value.Moving together with Dfa Mutual Fund
| 0.93 | DIHRX | Intal High Relative | PairCorr |
| 0.91 | DILRX | Dfa International | PairCorr |
| 0.81 | DISVX | Dfa International Small | PairCorr |
| 0.87 | DISMX | Dfa International | PairCorr |
The ability to find closely correlated positions to Dfa Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Short when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dfa Short - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dfa Short Term Municipal to buy it.
The correlation of Dfa Short is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dfa Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dfa Short can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dfa Short Term Municipal. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.