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*Dimensional Fund Advisors LP was founded in 1981.
Performance data shown represents past performance and is no guarantee of future results.
Diversification does not eliminate the risk of market loss.
Index Descriptions:
US Small Cap: CSRP 6-10 Index - The universe includes all common stocks listed on the NYSE, NYSE MKT, and NASDAQ National Market excluding Unit Investment Trusts, Closed-End Funds, REITs, Americus Trusts, foreign stocks and American Depositary Receipts. Eligible companies with primary listings on the NYSE are ranked into equally populated deciles by market capitalization, the largest being in decile 1. The largest capitalizations in each decile serve as the breakpoints that are applied to various exchange groupings of the universe. CRSP 6–10 measures the performance of the bottom 5 deciles. CRSP data is provided by the Center for Research in Security Prices, University of Chicago.
US Large Cap: S&P 500 Index - The index measures the performance of the large-cap segment of the market. Considered to be a proxy of the US equity market, the index is composed of 500 constituent companies. S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
US Long-Term Government Bonds: IA SBBI US LT Govt TR USD - The index measures the performance of a single issue of outstanding US Treasury bond with a maturity term of around 21.5 years. It is calculated by Morningstar and the raw data is from WSJ.
US Treasury Bills: IA SBBI US 30 Day TBill TR USD - The index measures the performance of a single issue of outstanding Treasury Bill which matures closest to, but not beyond, one month from the rebalancing date. The issue is purchased at the beginning of the month and held for a full month; at the end of the month that issue is sold and rolled into a newly selected issue. The index is calculated by Morningstar and the raw data is from WSJ. US Long-term government bonds and Treasury bills data provided by Ibbotson Associates via Morningstar Direct..
US Inflation: Represented by the Consumer Price Index for All Urban Consumers (CPI–U), not seasonally adjusted. US Consumer Price Index data is provided by the US Department of Labor Bureau of Labor Statistics.