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List All Filings | or | ||
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Most-Recent Filing: | ‘NPORT-P’ — Monthly Portfolio Investments Report (Quarterly Release) by an Investment Company — Form N-PORT — for 1/31/24 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | ||||||||
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3/28/24 | NPORT-P | Update: | Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT | 170 | ||||||||
3/28/24 | NPORT-EX | Update: | Portfolio Holdings Schedules by Investment Companies — Form N-PORT | 200 | ||||||||
3/7/24 | N-MFP2 | Update: | Monthly Portfolio Holdings Schedules by Money-Market Funds — Form N-MFP | 175 | ||||||||
2/28/24 | POS AMI | Registration: | Post-Effective Amendments of Registration Statements by Investment Companies | 74 | ||||||||
1/16/24 | N-CEN | Update: | Annual Reports by Investment Companies — Form N-CEN | 6 | ||||||||
1/8/24 | N-CSR | Update: | Annual Certified Shareholder Reports by Investment Companies — Form N-CSR | 25 | ||||||||
11/13/23 | 40-17G | Update: | Fidelity Bonds for Investment Companies | 29 | ||||||||
8/31/23 | N-PX | Proxy: | Annual Proxy Voting Reports by Investment Companies — Form N-PX | 21 | ||||||||
7/7/23 | N-CSRS | Update: | Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR | 22 | ||||||||
11/15/21 | OLD | DEFA14A | Proxy: | Definitive Additional Proxy Soliciting Materials — Schedule 14A OLD | 20 | |||||||
11/15/21 | OLD | DEF 14A | Proxy: | Definitive Proxy Statements — Schedule 14A OLD | 4 | |||||||
4/1/19 | OLD | N-Q | Update: | Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q OLD | 32 | |||||||
2/28/19 | OLD | CORRESP | Comment: | Comment-Response and Other Letters to the SEC [ a.k.a. COVER ] OLD — | 6 | |||||||
12/29/17 | OLD | NSAR-B | Update: | Annual Reports by Investment Companies — Form N-SAR OLD | 25 | |||||||
6/29/17 | OLD | NSAR-A | Update: | Semi-Annual Reports by Investment Companies — Form N-SAR OLD | 26 | |||||||
10/7/16 | OLD | N-MFP1 | Update: | Monthly Portfolio Holdings Schedules by Money-Market Funds — Form N-MFP OLD | 8 | |||||||
8/11/16 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 8 | |||||||
4/7/16 | OLD | N-MFP | Update: | Monthly Portfolio Holdings Schedules by Money-Market Funds — Form N-MFP OLD | 66 | |||||||
2/13/15 | OLD | PRE 14A | Proxy: | Preliminary Proxy Statements — Schedule 14A OLD | 4 | |||||||
12/20/11 | OLD | APP ORDR | SEC: | Application for an SEC Exemption Order – ‘40-APP’ SEC Order OLD | 1 | |||||||
12/20/11 | OLD | APP NTC | SEC: | Applications for SEC Exemption Orders – ‘40-APP’ SEC Notices OLD | 2 | |||||||
12/30/08 | OLD | NSAR-BT | Update: | Annual-Transition Report by an Investment Company — Form N-SAR OLD | 1 | |||||||
2/5/03 | OLD | N-30D | Update: | Annual and Semi-Annual Reports Mailed to Shareholders by Investment Companies OLD | 24 | |||||||
Letters: | ||||||||||||
2/26/21 | OLD | COVER | Comment-Response and Cover Letters to the SEC [ a.k.a. CORRESP ] OLD — | 15 | ||||||||
Form-Specific Documents: | ||||||||||||
3/28/24 | NPORT-EX | Portfolio Holdings Schedules — Form N-PORT | 200 | |||||||||
General Exhibits: | ||||||||||||
3/30/06 | OLD | EX-23 | Consents of Experts and Counsel OLD | 2 | ||||||||
Additional Exhibits: | ||||||||||||
2/28/24 | EX-99 & EX-99.* | Miscellaneous Exhibits, such as Press Releases — | 437 | |||||||||
Investment Company Exhibits: | ||||||||||||
1/16/24 | INTERNAL CONTROL RPT | Accountants’ Reports re: Internal Controls | 6 | |||||||||
1/16/24 | OTHER REQUIRED INFO | Other Info | 4 | |||||||||
1/14/20 | OLD | EXEMPT ORDER INFO | Info Pursuant to an SEC Exemption Order OLD | 1 | ||||||||
Financials: | ||||||||||||
7/31/00 | OLD | EX-27 | Financial Data Schedules {Pre-XBRL} OLD | 365 | ||||||||
Graphics: | ||||||||||||
2/28/24 | GRAPHIC | Photos, Images and Graphs | 922 |
As Of | Fund / Series | — Filings for F/S#... | ||||||
---|---|---|---|---|---|---|---|---|
⇒ Class / Contract — Filings for C/C#... | Symbol | |||||||
2024: | 3/28/24 | The Asia Pacific Small Co. Series | ||||||
⇒ | C#2758 | — | ||||||
3/28/24 | The Canadian Small Co. Series | |||||||
⇒ | C#49318 | — | ||||||
3/28/24 | The Continental Small Co. Series | |||||||
⇒ | C#2757 | — | ||||||
3/28/24 | The Dfa International Value Series | |||||||
⇒ | C#2745 | — | ||||||
3/7/24 | The DFA Short Term Investment Fund | |||||||
⇒ | C#86468 | — | ||||||
3/28/24 | The Emerging Markets Series | |||||||
⇒ | C#2743 | — | ||||||
3/28/24 | The Emerging Markets Small Cap Series | |||||||
⇒ | C#2751 | — | ||||||
3/28/24 | The Japanese Small Co. Series | |||||||
⇒ | C#2755 | — | ||||||
3/28/24 | The U.S. Large Cap Value Series | |||||||
⇒ | C#2744 | — | ||||||
3/28/24 | The United Kingdom Small Co. Series | |||||||
⇒ | C#2756 | — | ||||||
↓List all Funds / Series and their Classes / Contracts |
As Of | Fund / Series | — Filings for F/S#... | ||||||
---|---|---|---|---|---|---|---|---|
⇒ Class / Contract — Filings for C/C#... | Symbol | |||||||
2024: | 3/28/24 | The Asia Pacific Small Co. Series | ||||||
⇒ | C#2758 | — | ||||||
3/28/24 | The Canadian Small Co. Series | |||||||
⇒ | C#49318 | — | ||||||
3/28/24 | The Continental Small Co. Series | |||||||
⇒ | C#2757 | — | ||||||
3/28/24 | The Dfa International Value Series | |||||||
⇒ | C#2745 | — | ||||||
3/7/24 | The DFA Short Term Investment Fund | |||||||
⇒ | C#86468 | — | ||||||
3/28/24 | The Emerging Markets Series | |||||||
⇒ | C#2743 | — | ||||||
3/28/24 | The Emerging Markets Small Cap Series | |||||||
⇒ | C#2751 | — | ||||||
3/28/24 | The Japanese Small Co. Series | |||||||
⇒ | C#2755 | — | ||||||
3/28/24 | The U.S. Large Cap Value Series | |||||||
⇒ | C#2744 | — | ||||||
3/28/24 | The United Kingdom Small Co. Series | |||||||
⇒ | C#2756 | — | ||||||
2022: | 8/31/22 | The Tax-Managed U.S. Marketwide Value Series | ||||||
⇒ | C#2749 | — | ||||||
2017: | 6/29/17 | Dimensional Retirement Equity Fund I | ||||||
⇒ | C#101912 | — | ||||||
2012: | 6/28/12 | The Dfa One Year Fixed Income Series | ||||||
⇒ | C#2741 | — | ||||||
6/28/12 | The Dfa Two-Year Global Fixed Income Series | |||||||
⇒ | C#2759 | — | ||||||
6/28/12 | The Enhanced U.S. Large Co. Series | |||||||
⇒ | C#2760 | — | ||||||
6/28/12 | The Global Large Co. Series | |||||||
⇒ | C#2750 | — | ||||||
6/28/12 | The Global Small Co. Series | |||||||
⇒ | C#2752 | — | ||||||
6/28/12 | The Global Value Series | |||||||
⇒ | C#2753 | — | ||||||
6/28/12 | The Tax-Managed U.S. Equity Series | |||||||
⇒ | C#2748 | — | ||||||
6/28/12 | The U.S. Large Co. Series | |||||||
⇒ | C#2747 | — | ||||||
6/28/12 | The U.S. Micro Cap Series | |||||||
⇒ | C#2754 | — | ||||||
6/28/12 | The U.S. Small Cap Series | |||||||
⇒ | C#2742 | — | ||||||
6/28/12 | The U.S. Small Cap Value Series | |||||||
⇒ | C#2746 | — | ||||||
2008: | 1/29/08 | The U.S. Targeted Value Series | ||||||
⇒ | C#2740 | — | ||||||
— 24 Funds / Series — 24 Classes / Contracts — |
Year | # of Filings | |
---|---|---|
2024 | 16 | |
2023 | 136 | |
2022 | 55 | |
2021 | 61 | |
2020 | 61 | |
2019 | 45 | |
2018 | 24 | |
2017 | 24 | |
2016 | 29 | |
2015 | 36 | |
2014 | 23 | |
2013 | 24 | |
2012 | 28 | |
2011 | 27 | |
2010 | 12 | |
2009 | 26 | |
2008 | 13 | |
2007 | 11 | |
2006 | 12 | |
2005 | 11 | |
2004 | 8 | |
2003 | 9 | |
2002 | 8 | |
2001 | 10 | |
2000 | 9 | |
1999 | 8 | |
1998 | 8 | |
1997 | 9 | |
1996 | 7 | |
1995 | 6 | |
1994 | 2 |