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Form 485BPOS DFA INVESTMENT DIMENSION

September 28, 2021 3:12 PM EDT

EX-28.a.55

DFA INVESTMENT DIMENSIONS GROUP INC.

ARTICLES SUPPLEMENTARY TO THE CHARTER

DFA INVESTMENT DIMENSIONS GROUP INC., a Maryland corporation having its principal office in Baltimore, Maryland (hereinafter called the “Corporation”) and registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as an open-end management investment company, hereby certifies, in accordance with the requirements of Section 2-208 and/or 2-208.1 of the Maryland General Corporation Law (the “MGCL”), to the State Department of Assessments and Taxation of Maryland that:

FIRST: The total number of shares of capital stock which the Corporation is authorized to issue is Two Hundred and Sixty Billion (260,000,000,000) shares of capital stock, with a par value of One Cent ($0.01) per share, having an aggregate par value of Two Billion, Six Hundred Million Dollars ($2,600,000,000). Currently, the Corporation’s authorized shares have been designated and classified into the following one hundred and eight Series:

 

Series Designation

   Number of Shares

U.S. Micro Cap Portfolio Institutional Shares

   3,000,000,000

The DFA One-Year Fixed Income Portfolio Shares

   4,000,000,000

The DFA Short-Term Government Portfolio Shares

   1,500,000,000

The United Kingdom Small Company Portfolio Institutional Shares

   1,000,000,000

The Japanese Small Company Portfolio Institutional Shares

   1,000,000,000

The Continental Small Company Portfolio Institutional Shares

   1,000,000,000

The DFA Intermediate Government Fixed Income Portfolio Shares

   1,700,000,000

The DFA Five-Year Global Fixed Income Portfolio Shares

   6,600,000,000

Asia Pacific Small Company Portfolio Institutional Shares

   1,000,000,000

The Large Cap International Portfolio Shares

   1,500,000,000

U.S. Small Cap Portfolio Shares

   2,000,000,000

U.S. Small Cap Value Portfolio Institutional Shares

   3,400,000,000

The U.S. Large Cap Value Portfolio Shares

   4,000,000,000

The DFA Real Estate Securities Portfolio Shares

   1,700,000,000

The Emerging Markets Portfolio Shares

   1,500,000,000

DFA International Small Cap Value Portfolio Shares

   4,600,000,000

VA U.S. Large Value Portfolio Shares

   1,000,000,000

VA Global Bond Portfolio Shares

   1,000,000,000

VA U.S. Targeted Value Portfolio Shares

   1,000,000,000


Series Designation

   Number of Shares

VA International Value Portfolio Shares

   1,000,000,000

VA International Small Portfolio Shares

   1,000,000,000

VA Short-Term Fixed Portfolio Shares

   1,000,000,000

Enhanced U.S. Large Company Portfolio Shares

   1,000,000,000

DFA Two-Year Global Fixed Income Portfolio Shares

   4,000,000,000

International Small Company Portfolio Shares

   3,000,000,000

Emerging Markets Small Cap Portfolio Institutional Shares

   1,500,000,000

U.S. Targeted Value Portfolio Shares

   1,900,000,000

Emerging Markets Value Portfolio Shares

   3,200,000,000

Tax-Managed U.S. Targeted Value Portfolio Shares

   1,700,000,000

Tax-Managed U.S. Small Cap Portfolio Shares

   1,500,000,000

Tax-Managed U.S. Marketwide Value Portfolio Shares

   1,700,000,000

Tax-Managed DFA International Value Portfolio Shares

   1,700,000,000

Tax-Managed U.S. Equity Portfolio Shares

   1,500,000,000

DFA Short-Term Municipal Bond Portfolio Institutional Shares

   1,500,000,000

Emerging Markets Core Equity Portfolio Shares

   5,000,000,000

U.S. Core Equity 1 Portfolio Shares

   3,000,000,000

U.S. Core Equity 2 Portfolio Shares

   4,600,000,000

U.S. Vector Equity Portfolio Shares

   2,000,000,000

International Core Equity Portfolio Shares

   7,000,000,000

Emerging Markets Social Core Equity Portfolio Shares

   1,500,000,000

DFA Inflation-Protected Securities Portfolio Shares

   1,500,000,000

DFA International Real Estate Securities Portfolio Shares

   4,000,000,000

DFA California Short-Term Municipal Bond Portfolio Institutional Shares

   1,000,000,000

T.A. U.S. Core Equity 2 Portfolio Institutional Shares

   2,000,000,000

U.S. Social Core Equity 2 Portfolio Shares

   1,000,000,000

U.S. Sustainability Core 1 Portfolio

   1,000,000,000

International Sustainability Core 1 Portfolio

   1,000,000,000

DFA Selectively Hedged Global Fixed Income Portfolio Institutional Shares

   1,000,000,000

T.A. World ex U.S. Core Equity Portfolio Institutional Shares

   1,500,000,000

 

2


Series Designation

   Number of Shares

DFA Global Real Estate Securities Portfolio

   3,000,000,000

International Vector Equity Portfolio

   1,500,000,000

DFA Short-Term Extended Quality Portfolio Institutional Shares

   3,000,000,000

DFA Intermediate-Term Extended Quality Portfolio Institutional Shares

   2,000,000,000

VA Global Moderate Allocation Portfolio Shares

   1,000,000,000

World ex U.S. Value Portfolio Shares

   1,000,000,000

DFA Commodity Strategy Portfolio Shares

   1,800,000,000

DFA California Intermediate-Term Municipal Bond Portfolio Institutional Shares

   1,000,000,000

DFA Investment Grade Portfolio Institutional Shares

   2,000,000,000

DFA LTIP Portfolio Shares

   1,000,000,000

World Core Equity Portfolio Shares

   1,000,000,000

Selectively Hedged Global Equity Portfolio Shares

   1,000,000,000

DFA World ex U.S. Government Fixed Income Portfolio Shares

   1,000,000,000

DFA Intermediate-Term Municipal Bond Portfolio Shares

   1,500,000,000

World ex U.S. Targeted Value Portfolio Shares

   1,000,000,000

International Social Core Equity Portfolio Shares

   1,000,000,000

U.S. Large Cap Growth Portfolio Shares

   1,000,000,000

U.S. Small Cap Growth Portfolio Shares

   1,000,000,000

International Large Cap Growth Portfolio Shares

   1,000,000,000

International Small Cap Growth Portfolio Shares

   1,000,000,000

World ex U.S. Core Equity Portfolio Shares

   1,500,000,000

U.S. Large Cap Equity Portfolio Shares

   1,000,000,000

DFA Short-Duration Real Return Portfolio Shares

   1,500,000,000

DFA Municipal Real Return Portfolio Shares

   1,000,000,000

DFA Municipal Bond Portfolio Shares

   1,000,000,000

DFA NY Municipal Bond Portfolio Shares – Institutional Class

   1,000,000,000

DFA Targeted Credit Portfolio Shares – Institutional Class

   1,000,000,000

VIT Inflation-Protected Securities Portfolio Shares – Institutional Class

   1,000,000,000

Dimensional Retirement Income Fund Shares

   1,000,000,000

Dimensional 2005 Target Date Retirement Income Fund Shares

   1,000,000,000

 

3


Series Designation

   Number of Shares

Dimensional 2010 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2015 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2020 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2025 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2030 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2035 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2040 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2045 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2050 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2055 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2060 Target Date Retirement Income Fund Shares

   1,000,000,000

DFA Social Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

DFA Diversified Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

Global Small Company Portfolio Shares – Institutional Class

   100,000,000

U.S. High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

International High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

VA Equity Allocation Portfolio Shares – Institutional Class

   500,000,000

DFA MN Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA California Municipal Real Return Portfolio Shares – Institutional Class

   500,000,000

DFA Global Core Plus Fixed Income Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Sustainability Core 1 Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Targeted Value Portfolio Shares – Institutional Class

   500,000,000

DFA Global Sustainability Fixed Income Portfolio Shares – Institutional Class

   500,000,000

DFA Oregon Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA Selective State Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

Global Social Core Equity Portfolio Shares

   500,000,000

Dimensional 2065 Target Date Retirement Income Fund Shares

   1,000,000,000

U.S. Sustainability Targeted Value Portfolio Shares

   500,000,000

 

4


Series Designation

   Number of Shares

DFA Global Core Plus Real Return Portfolio Shares

   500,000,000

In addition, 93,300,000,000 shares of capital stock of the Corporation remain unallocated and undesignated.

The shares of capital stock of the Corporation with a par value of One Cent ($0.01) per share allocated to the following Series:

The DFA One-Year Fixed Income Portfolio Shares;

The DFA Short-Term Government Portfolio Shares;

The DFA Intermediate Government Fixed Income Portfolio Shares;

The DFA Five-Year Global Fixed Income Portfolio Shares;

The Large Cap International Portfolio Shares;

U.S. Small Cap Portfolio Shares;

The U.S. Large Cap Value Portfolio Shares;

DFA International Small Cap Value Portfolio Shares;

The DFA Real Estate Securities Portfolio Shares;

The Emerging Markets Portfolio Shares;

Enhanced U.S. Large Company Portfolio Shares;

DFA Two-Year Global Fixed Income Portfolio Shares;

International Small Company Portfolio Shares;

U.S. Targeted Value Portfolio Shares;

Emerging Markets Value Portfolio Shares;

Emerging Markets Core Equity Portfolio Shares;

U.S. Core Equity 1 Portfolio Shares;

U.S. Core Equity 2 Portfolio Shares;

U.S. Vector Equity Portfolio Shares;

International Core Equity Portfolio Shares;

DFA Inflation-Protected Securities Portfolio Shares;

DFA International Real Estate Securities Portfolio Shares;

U.S. Sustainability Core 1 Portfolio Shares;

International Sustainability Core 1 Portfolio Shares;

VA Global Moderate Allocation Portfolio Shares;

World Core Equity Portfolio Shares;

DFA LTIP Portfolio Shares;

Selectively Hedged Global Equity Portfolio Shares;

DFA World ex U.S. Government Fixed Income Portfolio Shares;

DFA Intermediate-Term Municipal Bond Portfolio Shares;

World ex U.S. Targeted Value Portfolio Shares;

International Social Core Equity Portfolio Shares;

U.S. Large Cap Growth Portfolio Shares;

U.S. Small Cap Growth Portfolio Shares;

International Large Cap Growth Portfolio Shares;

International Small Cap Growth Portfolio Shares;

 

5


World ex U.S. Core Equity Portfolio Shares;

U.S. Large Cap Equity Portfolio Shares;

DFA Short-Duration Real Return Portfolio Shares;

DFA Municipal Real Return Portfolio Shares;

DFA NY Municipal Bond Portfolio Shares;

DFA Targeted Credit Portfolio Shares;

VIT Inflation-Protected Securities Portfolio Shares;

Dimensional Retirement Income Fund Shares;

Dimensional 2005 Target Date Retirement Income Fund Shares;

Dimensional 2010 Target Date Retirement Income Fund Shares;

Dimensional 2015 Target Date Retirement Income Fund Shares;

Dimensional 2020 Target Date Retirement Income Fund Shares;

Dimensional 2025 Target Date Retirement Income Fund Shares;

Dimensional 2030 Target Date Retirement Income Fund Shares;

Dimensional 2035 Target Date Retirement Income Fund Shares;

Dimensional 2040 Target Date Retirement Income Fund Shares;

Dimensional 2045 Target Date Retirement Income Fund Shares;

Dimensional 2050 Target Date Retirement Income Fund Shares;

Dimensional 2055 Target Date Retirement Income Fund Shares;

Dimensional 2060 Target Date Retirement Income Fund Shares;

DFA Social Fixed Income Portfolio Shares;

DFA Diversified Fixed Income Portfolio Shares;

Global Small Company Portfolio Shares;

U.S. High Relative Profitability Portfolio Shares;

International High Relative Profitability Portfolio Shares;

VA Equity Allocation Portfolio Shares;

DFA MN Municipal Bond Portfolio Shares;

DFA California Municipal Real Return Portfolio Shares;

DFA Global Core Plus Fixed Income Portfolio Shares;

Emerging Markets Sustainability Core 1 Portfolio Shares;

Emerging Markets Targeted Value Portfolio Shares;

DFA Global Sustainability Fixed Income Portfolio Shares;

DFA Oregon Municipal Bond Portfolio Shares;

DFA Selective State Municipal Bond Portfolio Shares;

Global Social Core Equity Portfolio Shares;

Dimensional 2065 Target Date Retirement Income Fund Shares;

U.S. Sustainability Targeted Value Portfolio Shares; and

DFA Global Core Plus Real Return Portfolio Shares;

have been further subdivided into the following Classes:

 

Classes    Number of
Shares

The DFA One-Year Fixed Income Portfolio Shares – Institutional Class

   4,000,000,000

The DFA Short-Term Government Portfolio Shares – Institutional Class

   1,500,000,000

 

6


Classes

   Number of
Shares

The DFA Intermediate Government Fixed Income Portfolio Shares – Institutional Class

   1,700,000,000

The DFA Five-Year Global Fixed Income Portfolio Shares – Institutional Class

   6,600,000,000

The Large Cap International Portfolio Shares – Institutional Class

   1,500,000,000

U.S. Small Cap Portfolio Shares – Institutional Class

   2,000,000,000

The U.S. Large Cap Value Portfolio Shares – Institutional Class

   4,000,000,000

DFA International Small Cap Value Portfolio Shares – Institutional Class

   4,600,000,000

The DFA Real Estate Securities Portfolio Shares – Institutional Class

   1,700,000,000

The Emerging Markets Portfolio Shares – Institutional Class

   1,500,000,000

Enhanced U.S. Large Company Portfolio Shares – Institutional Class

   1,000,000,000

DFA Two-Year Global Fixed Income Portfolio Shares – Institutional Class

   4,000,000,000

International Small Company Portfolio Shares – Institutional Class

   3,000,000,000

U.S. Targeted Value Portfolio Shares – Institutional Class

   1,500,000,000

U.S. Targeted Value Portfolio Shares – Class R1

   200,000,000

U.S. Targeted Value Portfolio Shares – Class R2

   200,000,000

Emerging Markets Value Portfolio Shares – Institutional Class

   3,000,000,000

Emerging Markets Value Portfolio Shares – Class R2

   200,000,000

Emerging Markets Core Equity Portfolio Shares – Institutional Class

   5,000,000,000

U.S. Core Equity 1 Portfolio Shares – Institutional Class

   3,000,000,000

U.S. Core Equity 2 Portfolio Shares – Institutional Class

   4,600,000,000

U.S. Vector Equity Portfolio Shares – Institutional Class

   2,000,000,000

International Core Equity Portfolio Shares – Institutional Class

   7,000,000,000

DFA Inflation-Protected Securities Portfolio Shares – Institutional Class

   1,500,000,000

DFA International Real Estate Securities Portfolio Shares – Institutional Class

   4,000,000,000

U.S. Sustainability Core 1 Portfolio Shares – Institutional Class

   1,000,000,000

International Sustainability Core 1 Portfolio Shares – Institutional Class

   1,000,000,000

VA Global Moderate Allocation Portfolio Shares – Class L10

   100,000,000

VA Global Moderate Allocation Portfolio Shares – Institutional Class

   900,000,000

World Core Equity Portfolio Shares – Institutional Class

   1,000,000,000

DFA LTIP Portfolio Shares – Institutional Class

   1,000,000,000

Selectively Hedged Global Equity Portfolio Shares– Institutional Class

   1,000,000,000

 

7


Classes

   Number of
Shares

DFA World ex U.S. Government Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

DFA Intermediate-Term Municipal Bond Portfolio Shares – Institutional Class

   1,500,000,000

World ex U.S. Targeted Value Portfolio Shares – Institutional Class

   1,000,000,000

International Social Core Equity Portfolio Shares – Institutional Class

   1,000,000,000

U.S. Large Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

U.S. Small Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

International Large Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

International Small Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

World ex U.S. Core Equity Portfolio Shares – Institutional Class

   1,500,000,000

U.S. Large Cap Equity Portfolio Shares – Institutional Class

   1,000,000,000

DFA Short-Duration Real Return Portfolio Shares – Institutional Class

   1,500,000,000

DFA Municipal Real Return Portfolio Shares – Institutional Class

   1,000,000,000

DFA NY Municipal Bond Portfolio Shares – Institutional Class

   1,000,000,000

DFA Targeted Credit Portfolio Shares – Institutional Class

   1,000,000,000

VIT Inflation-Protected Securities Portfolio Shares – Institutional Class

   1,000,000,000

Dimensional Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2005 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2005 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2010 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2010 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2015 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2015 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2020 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2020 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2025 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

 

8


Classes

   Number of
Shares

Dimensional 2025 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2030 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2030 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2035 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2035 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2040 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2040 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2045 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2045 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2050 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2050 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2055 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2055 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2060 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2060 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

DFA Social Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

DFA Diversified Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

Global Small Company Portfolio Shares – Institutional Class

   100,000,000

U.S. High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

International High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

VA Equity Allocation Portfolio Shares – Institutional Class

   500,000,000

DFA MN Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA California Municipal Real Return Portfolio Shares – Institutional Class

   500,000,000

DFA Global Core Plus Fixed Income Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Sustainability Core 1 Portfolio Shares – Institutional Class

   500,000,000

 

9


Classes

   Number of
Shares

Emerging Markets Targeted Value Portfolio Shares – Institutional Class

   500,000,000

DFA Global Sustainability Fixed Income Portfolio Shares – Institutional Class

   500,000,000

DFA Oregon Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA Selective State Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

Global Social Core Equity Portfolio Shares – Institutional Class

   500,000,000

Dimensional 2065 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2065 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

U.S. Sustainability Targeted Value Portfolio Shares – Institutional Class

   500,000,000

DFA Global Core Plus Real Return Portfolio Shares – Institutional Class

   500,000,000

SECOND: The Board of Directors of the Corporation has adopted resolutions (i) reclassifying One Billion (1,000,000,000) shares of capital stock with a par value of One Cent ($0.01) per share, previously classified and allocated to the Series designated as the “Dimensional 2005 Target Date Retirement Income Fund Shares” and (ii) reallocating such shares of capital stock with a par value of One Cent ($0.01) per share as unallocated and undesignated capital stock of the Corporation.

THIRD: The Board of Directors of the Corporation has adopted resolutions: (i) classifying and allocating Five Hundred Million (500,000,000) shares of the unallocated and unissued shares of capital stock with a par value of One Cent ($0.01) per share, as follows: Five Hundred Million (500,000,000) shares of capital stock were allocated to the Series designated as “Emerging Markets ex China Core Equity Portfolio,” and (ii) further classifying and allocating such shares as “Emerging Markets ex China Core Equity Portfolio Shares – Institutional Class.”

FOURTH: Following the aforesaid classifications, allocations, and designations, the Corporation has the authority to issue Two Hundred and Sixty Billion (260,000,000,000) shares of capital stock, with a par value of One Cent ($0.01) per share, having an aggregate par value of Two Billion, Six Hundred Million Dollars ($2,600,000,000), which shares of capital stock have been designated and classified into the following one hundred and eight Series:

 


Series Designation

   Number of Shares

U.S. Micro Cap Portfolio Institutional Shares

   3,000,000,000

The DFA One-Year Fixed Income Portfolio Shares

   4,000,000,000

The DFA Short-Term Government Portfolio Shares

   1,500,000,000

The United Kingdom Small Company Portfolio Institutional Shares

   1,000,000,000

The Japanese Small Company Portfolio Institutional Shares

   1,000,000,000

 

10



Series Designation

   Number of
Shares

The Continental Small Company Portfolio Institutional Shares

   1,000,000,000

The DFA Intermediate Government Fixed Income Portfolio Shares

   1,700,000,000

The DFA Five-Year Global Fixed Income Portfolio Shares

   6,600,000,000

Asia Pacific Small Company Portfolio Institutional Shares

   1,000,000,000

The Large Cap International Portfolio Shares

   1,500,000,000

U.S. Small Cap Portfolio Shares

   2,000,000,000

U.S. Small Cap Value Portfolio Institutional Shares

   3,400,000,000

The U.S. Large Cap Value Portfolio Shares

   4,000,000,000

The DFA Real Estate Securities Portfolio Shares

   1,700,000,000

The Emerging Markets Portfolio Shares

   1,500,000,000

DFA International Small Cap Value Portfolio Shares

   4,600,000,000

VA U.S. Large Value Portfolio Shares

   1,000,000,000

VA Global Bond Portfolio Shares

   1,000,000,000

VA U.S. Targeted Value Portfolio Shares

   1,000,000,000

VA International Value Portfolio Shares

   1,000,000,000

VA International Small Portfolio Shares

   1,000,000,000

VA Short-Term Fixed Portfolio Shares

   1,000,000,000

Enhanced U.S. Large Company Portfolio Shares

   1,000,000,000

DFA Two-Year Global Fixed Income Portfolio Shares

   4,000,000,000

International Small Company Portfolio Shares

   3,000,000,000

Emerging Markets Small Cap Portfolio Institutional Shares

   1,500,000,000

U.S. Targeted Value Portfolio Shares

   1,900,000,000

Emerging Markets Value Portfolio Shares

   3,200,000,000

Tax-Managed U.S. Targeted Value Portfolio Shares

   1,700,000,000

Tax-Managed U.S. Small Cap Portfolio Shares

   1,500,000,000

Tax-Managed U.S. Marketwide Value Portfolio Shares

   1,700,000,000

Tax-Managed DFA International Value Portfolio Shares

   1,700,000,000

Tax-Managed U.S. Equity Portfolio Shares

   1,500,000,000

DFA Short-Term Municipal Bond Portfolio Institutional Shares

   1,500,000,000

Emerging Markets Core Equity Portfolio Shares

   5,000,000,000

U.S. Core Equity 1 Portfolio Shares

   3,000,000,000

 

11



Series Designation

   Number of
Shares

U.S. Core Equity 2 Portfolio Shares

   4,600,000,000

U.S. Vector Equity Portfolio Shares

   2,000,000,000

International Core Equity Portfolio Shares

   7,000,000,000

Emerging Markets Social Core Equity Portfolio Shares

   1,500,000,000

DFA Inflation-Protected Securities Portfolio Shares

   1,500,000,000

DFA International Real Estate Securities Portfolio Shares

   4,000,000,000

DFA California Short-Term Municipal Bond Portfolio Institutional Shares

   1,000,000,000

T.A. U.S. Core Equity 2 Portfolio Institutional Shares

   2,000,000,000

U.S. Social Core Equity 2 Portfolio Shares

   1,000,000,000

U.S. Sustainability Core 1 Portfolio

   1,000,000,000

International Sustainability Core 1 Portfolio

   1,000,000,000

DFA Selectively Hedged Global Fixed Income Portfolio Institutional Shares

   1,000,000,000

T.A. World ex U.S. Core Equity Portfolio Institutional Shares

   1,500,000,000

DFA Global Real Estate Securities Portfolio

   3,000,000,000

International Vector Equity Portfolio

   1,500,000,000

DFA Short-Term Extended Quality Portfolio Institutional Shares

   3,000,000,000

DFA Intermediate-Term Extended Quality Portfolio Institutional Shares

   2,000,000,000

VA Global Moderate Allocation Portfolio Shares

   1,000,000,000

World ex U.S. Value Portfolio Shares

   1,000,000,000

DFA Commodity Strategy Portfolio Shares

   1,800,000,000

DFA California Intermediate-Term Municipal Bond Portfolio Institutional Shares

   1,000,000,000

DFA Investment Grade Portfolio Institutional Shares

   2,000,000,000

DFA LTIP Portfolio Shares

   1,000,000,000

World Core Equity Portfolio Shares

   1,000,000,000

Selectively Hedged Global Equity Portfolio Shares

   1,000,000,000

DFA World ex U.S. Government Fixed Income Portfolio Shares

   1,000,000,000

DFA Intermediate-Term Municipal Bond Portfolio Shares

   1,500,000,000

World ex U.S. Targeted Value Portfolio Shares

   1,000,000,000

International Social Core Equity Portfolio Shares

   1,000,000,000

U.S. Large Cap Growth Portfolio Shares

   1,000,000,000

 

12



Series Designation

   Number of Shares

U.S. Small Cap Growth Portfolio Shares

   1,000,000,000

International Large Cap Growth Portfolio Shares

   1,000,000,000

International Small Cap Growth Portfolio Shares

   1,000,000,000

World ex U.S. Core Equity Portfolio Shares

   1,500,000,000

U.S. Large Cap Equity Portfolio Shares

   1,000,000,000

DFA Short-Duration Real Return Portfolio Shares

   1,500,000,000

DFA Municipal Real Return Portfolio Shares

   1,000,000,000

DFA Municipal Bond Portfolio Shares

   1,000,000,000

DFA NY Municipal Bond Portfolio Shares – Institutional Class

   1,000,000,000

DFA Targeted Credit Portfolio Shares – Institutional Class

   1,000,000,000

VIT Inflation-Protected Securities Portfolio Shares – Institutional Class

   1,000,000,000

Dimensional Retirement Income Fund Shares

   1,000,000,000

Dimensional 2010 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2015 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2020 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2025 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2030 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2035 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2040 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2045 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2050 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2055 Target Date Retirement Income Fund Shares

   1,000,000,000

Dimensional 2060 Target Date Retirement Income Fund Shares

   1,000,000,000

DFA Social Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

DFA Diversified Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

Global Small Company Portfolio Shares – Institutional Class

   100,000,000

U.S. High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

International High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

VA Equity Allocation Portfolio Shares – Institutional Class

   500,000,000

DFA MN Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

 

13



Series Designation

   Number of Shares

DFA California Municipal Real Return Portfolio Shares – Institutional Class

   500,000,000

DFA Global Core Plus Fixed Income Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Sustainability Core 1 Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Targeted Value Portfolio Shares – Institutional Class

   500,000,000

DFA Global Sustainability Fixed Income Portfolio Shares – Institutional Class

   500,000,000

DFA Oregon Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA Selective State Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

Global Social Core Equity Portfolio Shares

   500,000,000

Dimensional 2065 Target Date Retirement Income Fund Shares

   1,000,000,000

U.S. Sustainability Targeted Value Portfolio Shares

   500,000,000

DFA Global Core Plus Real Return Portfolio Shares

   500,000,000

Emerging Markets ex China Core Equity Portfolio Shares

   500,000,000

In addition, 93,800,000,000 shares of capital stock of the Corporation remain unallocated and undesignated.

The shares of capital stock of the Corporation with a par value of One Cent ($0.01) per share allocated to the following Series:

The DFA One-Year Fixed Income Portfolio Shares;

The DFA Short-Term Government Portfolio Shares;

The DFA Intermediate Government Fixed Income Portfolio Shares;

The DFA Five-Year Global Fixed Income Portfolio Shares;

The Large Cap International Portfolio Shares;

U.S. Small Cap Portfolio Shares;

The U.S. Large Cap Value Portfolio Shares;

DFA International Small Cap Value Portfolio Shares;

The DFA Real Estate Securities Portfolio Shares;

The Emerging Markets Portfolio Shares;

Enhanced U.S. Large Company Portfolio Shares;

DFA Two-Year Global Fixed Income Portfolio Shares;

International Small Company Portfolio Shares;

U.S. Targeted Value Portfolio Shares;

Emerging Markets Value Portfolio Shares;

Emerging Markets Core Equity Portfolio Shares;

U.S. Core Equity 1 Portfolio Shares;

U.S. Core Equity 2 Portfolio Shares;

U.S. Vector Equity Portfolio Shares;

 

14


International Core Equity Portfolio Shares;

DFA Inflation-Protected Securities Portfolio Shares;

DFA International Real Estate Securities Portfolio Shares;

U.S. Sustainability Core 1 Portfolio Shares;

International Sustainability Core 1 Portfolio Shares;

VA Global Moderate Allocation Portfolio Shares;

World Core Equity Portfolio Shares;

DFA LTIP Portfolio Shares;

Selectively Hedged Global Equity Portfolio Shares;

DFA World ex U.S. Government Fixed Income Portfolio Shares;

DFA Intermediate-Term Municipal Bond Portfolio Shares;

World ex U.S. Targeted Value Portfolio Shares;

International Social Core Equity Portfolio Shares;

U.S. Large Cap Growth Portfolio Shares;

U.S. Small Cap Growth Portfolio Shares;

International Large Cap Growth Portfolio Shares;

International Small Cap Growth Portfolio Shares;

World ex U.S. Core Equity Portfolio Shares;

U.S. Large Cap Equity Portfolio Shares;

DFA Short-Duration Real Return Portfolio Shares;

DFA Municipal Real Return Portfolio Shares;

DFA NY Municipal Bond Portfolio Shares;

DFA Targeted Credit Portfolio Shares;

VIT Inflation-Protected Securities Portfolio Shares;

Dimensional Retirement Income Fund Shares;

Dimensional 2010 Target Date Retirement Income Fund Shares;

Dimensional 2015 Target Date Retirement Income Fund Shares;

Dimensional 2020 Target Date Retirement Income Fund Shares;

Dimensional 2025 Target Date Retirement Income Fund Shares;

Dimensional 2030 Target Date Retirement Income Fund Shares;

Dimensional 2035 Target Date Retirement Income Fund Shares;

Dimensional 2040 Target Date Retirement Income Fund Shares;

Dimensional 2045 Target Date Retirement Income Fund Shares;

Dimensional 2050 Target Date Retirement Income Fund Shares;

Dimensional 2055 Target Date Retirement Income Fund Shares;

Dimensional 2060 Target Date Retirement Income Fund Shares;

DFA Social Fixed Income Portfolio Shares;

DFA Diversified Fixed Income Portfolio Shares;

Global Small Company Portfolio Shares;

U.S. High Relative Profitability Portfolio Shares;

International High Relative Profitability Portfolio Shares;

VA Equity Allocation Portfolio Shares;

DFA MN Municipal Bond Portfolio Shares;

DFA California Municipal Real Return Portfolio Shares;

DFA Global Core Plus Fixed Income Portfolio Shares;

Emerging Markets Sustainability Core 1 Portfolio Shares;

 

15


Emerging Markets Targeted Value Portfolio Shares;

DFA Global Sustainability Fixed Income Portfolio Shares;

DFA Oregon Municipal Bond Portfolio Shares;

DFA Selective State Municipal Bond Portfolio Shares;

Global Social Core Equity Portfolio Shares;

Dimensional 2065 Target Date Retirement Income Fund Shares;

U.S. Sustainability Targeted Value Portfolio Shares;

DFA Global Core Plus Real Return Portfolio Shares; and

Emerging Markets ex China Core Equity Portfolio Shares;

have been further subdivided into the following Classes:

 

Classes    Number of
Shares

The DFA One-Year Fixed Income Portfolio Shares – Institutional Class

   4,000,000,000

The DFA Short-Term Government Portfolio Shares – Institutional Class

   1,500,000,000

The DFA Intermediate Government Fixed Income Portfolio Shares – Institutional Class

   1,700,000,000

The DFA Five-Year Global Fixed Income Portfolio Shares – Institutional Class

   6,600,000,000

The Large Cap International Portfolio Shares – Institutional Class

   1,500,000,000

U.S. Small Cap Portfolio Shares – Institutional Class

   2,000,000,000

The U.S. Large Cap Value Portfolio Shares – Institutional Class

   4,000,000,000

DFA International Small Cap Value Portfolio Shares – Institutional Class

   4,600,000,000

The DFA Real Estate Securities Portfolio Shares – Institutional Class

   1,700,000,000

The Emerging Markets Portfolio Shares – Institutional Class

   1,500,000,000

Enhanced U.S. Large Company Portfolio Shares – Institutional Class

   1,000,000,000

DFA Two-Year Global Fixed Income Portfolio Shares – Institutional Class

   4,000,000,000

International Small Company Portfolio Shares – Institutional Class

   3,000,000,000

U.S. Targeted Value Portfolio Shares – Institutional Class

   1,500,000,000

U.S. Targeted Value Portfolio Shares – Class R1

   200,000,000

U.S. Targeted Value Portfolio Shares – Class R2

   200,000,000

Emerging Markets Value Portfolio Shares – Institutional Class

   3,000,000,000

Emerging Markets Value Portfolio Shares – Class R2

   200,000,000

Emerging Markets Core Equity Portfolio Shares – Institutional Class

   5,000,000,000

U.S. Core Equity 1 Portfolio Shares – Institutional Class

   3,000,000,000

U.S. Core Equity 2 Portfolio Shares – Institutional Class

   4,600,000,000

 

16


Classes    Number of
Shares

U.S. Vector Equity Portfolio Shares – Institutional Class

   2,000,000,000

International Core Equity Portfolio Shares – Institutional Class

   7,000,000,000

DFA Inflation-Protected Securities Portfolio Shares – Institutional Class

   1,500,000,000

DFA International Real Estate Securities Portfolio Shares – Institutional Class

   4,000,000,000

U.S. Sustainability Core 1 Portfolio Shares – Institutional Class

   1,000,000,000

International Sustainability Core 1 Portfolio Shares – Institutional Class

   1,000,000,000

VA Global Moderate Allocation Portfolio Shares – Class L10

   100,000,000

VA Global Moderate Allocation Portfolio Shares – Institutional Class

   900,000,000

World Core Equity Portfolio Shares – Institutional Class

   1,000,000,000

DFA LTIP Portfolio Shares – Institutional Class

   1,000,000,000

Selectively Hedged Global Equity Portfolio Shares– Institutional Class

   1,000,000,000

DFA World ex U.S. Government Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

DFA Intermediate-Term Municipal Bond Portfolio Shares – Institutional Class

   1,500,000,000

World ex U.S. Targeted Value Portfolio Shares – Institutional Class

   1,000,000,000

International Social Core Equity Portfolio Shares – Institutional Class

   1,000,000,000

U.S. Large Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

U.S. Small Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

International Large Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

International Small Cap Growth Portfolio Shares – Institutional Class

   1,000,000,000

World ex U.S. Core Equity Portfolio Shares – Institutional Class

   1,500,000,000

U.S. Large Cap Equity Portfolio Shares – Institutional Class

   1,000,000,000

DFA Short-Duration Real Return Portfolio Shares – Institutional Class

   1,500,000,000

DFA Municipal Real Return Portfolio Shares – Institutional Class

   1,000,000,000

DFA NY Municipal Bond Portfolio Shares – Institutional Class

   1,000,000,000

DFA Targeted Credit Portfolio Shares – Institutional Class

   1,000,000,000

VIT Inflation-Protected Securities Portfolio Shares – Institutional Class

   1,000,000,000

Dimensional Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2010 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

 

17


Classes    Number of
Shares

Dimensional 2010 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2015 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2015 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2020 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2020 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2025 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2025 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2030 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2030 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2035 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2035 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2040 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2040 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2045 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2045 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2050 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2050 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2055 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2055 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

Dimensional 2060 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2060 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

DFA Social Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

DFA Diversified Fixed Income Portfolio Shares – Institutional Class

   1,000,000,000

 

18


Classes    Number of
Shares

Global Small Company Portfolio Shares – Institutional Class

   100,000,000

U.S. High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

International High Relative Profitability Portfolio Shares – Institutional Class

   500,000,000

VA Equity Allocation Portfolio Shares – Institutional Class

   500,000,000

DFA MN Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA California Municipal Real Return Portfolio Shares – Institutional Class

   500,000,000

DFA Global Core Plus Fixed Income Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Sustainability Core 1 Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets Targeted Value Portfolio Shares – Institutional Class

   500,000,000

DFA Global Sustainability Fixed Income Portfolio Shares – Institutional Class

   500,000,000

DFA Oregon Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

DFA Selective State Municipal Bond Portfolio Shares – Institutional Class

   500,000,000

Global Social Core Equity Portfolio Shares – Institutional Class

   500,000,000

Dimensional 2065 Target Date Retirement Income Fund Shares – Institutional Class

   800,000,000

Dimensional 2065 Target Date Retirement Income Fund Shares – Class R2

   200,000,000

U.S. Sustainability Targeted Value Portfolio Shares – Institutional Class

   500,000,000

DFA Global Core Plus Real Return Portfolio Shares – Institutional Class

   500,000,000

Emerging Markets ex China Core Equity Portfolio Shares – Institutional Class

   500,000,000

FIFTH:    The shares of capital stock designated, allocated and classified pursuant to these Articles Supplementary shall have such preferences, conversion and other rights, voting powers, restrictions, limitations as to dividends, qualifications and terms and conditions of redemption as are set forth in the Charter of the Corporation.

SIXTH:    The shares aforesaid have been duly classified by the Board of Directors pursuant to authority contained in the Charter of the Corporation and, to the extent applicable, in accordance with Sections 2-105(c), 2-208 and/or 2-208.1 of the MGCL.

SEVENTH:    These Articles Supplementary shall become effective upon filing.

[signatures begin on next page]

 

19


EX-28.a.55

IN WITNESS WHEREOF, DFA Investment Dimensions Group Inc. has caused these Articles Supplementary to be signed and acknowledged in its name and on its behalf by its Vice President and attested to by its Assistant Secretary on this 3rd day of September, 2021; and its Vice President acknowledges that these Articles Supplementary are the act of DFA Investment Dimensions Group Inc., and she further acknowledges that, as to all matters or facts set forth herein which are required to be verified under oath, such matters and facts are true in all material respects to the best of her knowledge, information and belief, and that this statement is made under the penalties for perjury.

 

ATTEST:     DFA INVESTMENT DIMENSIONS GROUP INC.
By:   /s/ Ryan P. Buechner     By:   /s/ Carolyn L. O
  Ryan P. Buechner, Assistant Secretary       Carolyn L. O, Vice President

EX-28.d.1.ddddd

DFA INVESTMENT DIMENSIONS GROUP INC.

EMERGING MARKETS EX CHINA CORE EQUITY PORTFOLIO

INVESTMENT MANAGEMENT AGREEMENT

AGREEMENT made this 28th day of September, 2021, by and between DFA INVESTMENT DIMENSIONS GROUP INC., a Maryland corporation (the “Fund”), on behalf of the Emerging Markets ex China Core Equity Portfolio (the “Portfolio”), a separate series of the Fund, and DIMENSIONAL FUND ADVISORS LP, a Delaware limited partnership (the “Manager”).

1.    Investment Advisory Services. The Fund hereby employs the Manager to manage the investment and reinvestment of the assets of the Portfolio, to review and supervise the investment and reinvestment of the assets of the Portfolio, to determine in its discretion the securities and instruments to be purchased or sold and the portion of the Portfolio’s assets to be uninvested, to provide the Fund with records concerning the Manager’s activities which the Fund is required to maintain, and to render regular reports to the Fund’s officers and the Board of Directors of the Fund (the “Board”), all in compliance with the investment objective(s), policies, and limitations set forth in the Portfolio’s registration statement, and applicable laws and regulations, or as the Fund may instruct the Manager in writing. The Manager accepts such employment and agrees to provide, at its own expense, the office space, furnishings and equipment, and the personnel required by it to perform the investment advisory services described herein on the terms and for the compensation provided herein.

2.    Portfolio Transactions. The Manager is authorized to select the brokers or dealers that will execute the purchases and sales of portfolio securities for the Portfolio and is directed to use its best efforts to obtain the best available prices and most favorable executions, except as prescribed herein. It is understood that the Manager will not be deemed to have acted unlawfully, or to have breached a fiduciary duty to the Fund or to the Portfolio, or be in breach of any obligation owing to the Fund or to the Portfolio under this Agreement, or otherwise, solely by reason of its having caused the Portfolio to pay a member of a securities exchange, a broker, or a dealer a commission for effecting a securities transaction for the Portfolio in excess of the amount of commission another member of an exchange, broker, or dealer would have charged if the Manager determines in good faith that the commission paid was reasonable in relation to the brokerage or research services provided by such member, broker, or dealer, viewed in terms of that particular transaction or the Manager’s overall responsibilities with respect to its accounts, including the Fund, as to which it exercises investment discretion. The Manager will promptly communicate to the officers and directors of the Fund such information relating to transactions for the Portfolio as they may reasonably request.

3.    Non-Investment Advisory Services. The Fund hereby employs the Manager to provide certain non-investment advisory services for the Portfolio, subject to the direction of the officers and the Board on the terms hereinafter set forth. Specifically, the Manager shall perform or arrange for the performance, as applicable, at its own expense (except as provided in Section 4 or unless otherwise agreed to by the Manager and the Fund, in which case at the


Fund’s expense), the following services to the Fund on behalf of the Portfolio to the extent that any such services are not otherwise provided by any other service provider to the Fund:

 

  (i)

monitor and evaluate the services provided to the Fund for the benefit of the Portfolio by the Portfolio’s custodian, transfer and dividend disbursing agents, printers, insurance carriers (as well as insurance agents and insurance brokers), independent public accountants, legal counsel and other persons and entities who provide similar services to the Fund for the benefit of the Portfolio;

 

  (ii)

monitor the preparation of periodic reports and notices of distributions to shareholders of the Portfolio;

 

  (iii)

coordinate, monitor and evaluate the daily pricing and valuation of the Portfolio’s investment portfolio;

 

  (iv)

monitor the Portfolio’s compliance with recordkeeping requirements of applicable federal, state, and foreign laws and regulations;

 

  (v)

assist the Portfolio to comply with the provisions of applicable federal, state, and foreign tax laws and tax regulations;

 

  (vi)

assist the Portfolio to comply with the provisions of applicable federal, state, local and foreign securities, organizational and other laws that govern the business of the Fund in respect of the Portfolio, including with respect to the preparation of registration statements and other materials in connection with the offering of the Portfolio’s shares;

 

  (vii)

monitor and coordinate the provision of trade administration oversight services to the Portfolio, including settlement oversight services, reconciliation services, collateral management oversight services, and similar services, including recommending corrective action;

 

  (viii)

assist the Portfolio to conduct meetings of the Portfolio’s shareholders if and when called by the Board;

 

  (ix)

furnish such information to the Board as the Board may reasonably require in connection with the annual approval of this Agreement, and coordinate the provision of such other information as the Board may reasonably request; and

 

  (x)

provide the shareholders of the Portfolio with such information regarding the operation and affairs of the Portfolio, and their investment in its shares, as they or the Fund may reasonably request.

The Manager accepts such employment and agrees to provide or coordinate the provision of the non-investment advisory services specified above in this Section 3 for the compensation provided in Section 5. The Manager is not required at its own expense to provide

 

2


non-investment advisory services to the Fund under this Agreement except as specified in this Section 3. The Manager may provide additional non-investment advisory services, i.e., those not specified in this Section 3, for the benefit of the Portfolio subject to terms mutually agreed upon by the Fund and the Manager.

Subject to approval or ratification by the Board, the Manager may delegate to one or more entities some or all of the services for the Portfolio described in this Section 3 for which the Manager is responsible, provided that the Manager will be responsible for supervising such entities and paying the compensation, if any, of such entities for such services to the Portfolio, except as otherwise agreed to by the Manager and the Fund.

4.    Expenses of the Fund. Other than as provided for in Sections 1 and 3, the Fund shall be responsible for all of its own fees, expenses, charges, assessments, taxes, and other costs incurred in its operations, whether incurred directly by the Fund or incurred by the Manager on behalf of the Fund (together, “fees and expenses”). Such fees and expenses payable by the Fund shall include, but are not limited to:

 

  (i)

Fees and expenses paid to the Manager as provided herein;

 

  (ii)

Brokerage fees and commissions in connection with the purchase and sale of securities for the Portfolio;

 

  (iii)

Fees and expenses of transfer and dividend disbursing agents, sub-transfer agents, custodians, securities lending agents, administrators and shareholder servicing and record-keeping agents, including the expenses of issue, repurchase or redemption of its shares;

 

  (iv)

Fees and expenses of registering and maintaining the registration of the Portfolio and its shares under federal and any applicable state laws; including the printing and distribution of prospectuses to its existing shareholders;

 

  (v)

Fees and expenses incident to meetings of the shareholders of the Fund, reports to the Portfolio’s shareholders, the filing of reports with regulatory bodies and the maintenance of the Portfolio’s and the Fund’s legal existence;

 

  (vi)

Fees and expenses of all audits by independent public accountants;

 

  (vii)

Fees and expenses of legal counsel to the Portfolio and/or the directors, including the legal fees related to the registration and continued qualification of the Portfolio’s shares for sale;

 

  (viii)

Compensation of, and fees and expenses incurred by those individuals serving as, directors who are not directors, officers, employees or shareholders of the Manager or any of its affiliates;

 

3


  (ix)

Fees and expenses relating to the pricing and return data of Portfolio assets and related indices to the extent necessary for disclosure in regulatory filings for the Fund, including expenses of obtaining quotations for calculating the value of the Portfolio’s net assets;

 

  (x)

The Portfolio’s pro rata portion of fidelity bond, errors and omissions, and director and officer liability insurance premiums;

 

  (xi)

The Portfolio’s pro-rata portion of fees and expenses in connection with membership in investment company organizations or trade associations, as approved by the Board;

 

  (xii)

Salaries and other compensation, in whole or in part, of officers and employees of the Fund who are not officers, directors, or employees of the Manager or its affiliates (provided, however, notwithstanding the employment of officers or personnel by the Manager, the Fund shall be responsible for its pro rata portion of any salary and other compensation as may be payable to the Fund’s chief compliance officer);

 

  (xiii)

Fees and expenses incident to meetings of the Board;

 

  (xiv)

Taxes and other governmental fees levied against the Portfolio, and the preparation of the Fund’s tax returns;

 

  (xv)

Investment fees and expenses of the Portfolio, including the interest expense of borrowing money;

 

  (xvi)

Fees and expenses associated with obtaining tax reclaims for the Portfolio;

 

  (xvii)

Fees and expenses associated with preparing the Portfolio’s filings with the Securities and Exchange Commission, Commodity Futures Trading Commission, National Futures Association, or other government agency or regulatory body and any costs associated with disclosure, reporting and recordkeeping requirements with respect to such filings;

 

  (xviii)

Fees and expenses associated with regulatory inquiries and examinations, regulatory proceedings, and regulatory investigations of the Portfolio;

 

  (xix)

Fees and expenses incurred in connection with any litigation or regulatory proceeding, including class action proceedings, bankruptcy proceedings, and responses to subpoenas of any kind;

 

  (xx)

Extraordinary fees and expenses of the Portfolio;

 

  (xxi)

Fees and expenses associated with trade administration oversight services with respect to reconciliations, including: (a) assistance with Portfolio valuation and tax lot accounting; (b) daily reconciliation of the Portfolio’s cash and positions with the Portfolio’s custodians; (c) detailed

 

4


 

reconciliations of the Portfolio’s net asset value; and (d) maintenance of books and records of portfolio transactions;

 

  (xxii)

Fees and expenses associated with trade administration oversight services with respect to settlement oversight, including: (a) capturing information for trades executed for the Portfolio and corporate action elections and transmitting such information to custodians, other fund service providers and other third parties such as securities lending agents; and (b) coordinating with custodians and brokers to identify, investigate and resolve all unmatched and failed trades and matters related to corporate actions;

 

  (xxiii)

Fees and expenses associated with trade administration oversight services with respect to collateral management oversight, including: (a) the administration of the Portfolio’s margin accounts; (b) calculation and management of daily margin calls; (c) transmission of instructions related to collateral settlement; and (d) reviews of collateral eligibility and substitute collateral;

 

  (xxiv)

Fees and expenses related to the Portfolio’s, not the Manager’s, compliance program;

 

  (xxv)

Fees and expenses associated with oversight of the securities lending activities of the Portfolio to the extent permissible by law; and

 

  (xxvi)

Fees and expenses associated with the voting of proxies (or other requests for consent or approval of interest holders) with respect to securities or other assets held by the Portfolio, including certain research services, as approved by the Board.

The Portfolio, at its expense, may enter into agreements with one or more entities (including the Manager) to perform some or all of the services related to the fees and expenses of the Portfolio specified above in this Section 4 or such other services that may be requested by the Board from time to time. Payment by the Manager of the fees and expenses that shall be borne by the Portfolio under this Agreement shall not prejudice the Manager’s right to seek reimbursement for such fees and expenses or to provide for the future payment by the Portfolio of such fees and expenses.

In carrying out its responsibilities under Section 3 of the Agreement, to the extent the Manager deems necessary or desirable and at the expense of the Portfolio, the Manager shall be entitled to consult with, and obtain the assistance of, the persons described in clause (i) of Section 3 that provide services to the Fund.

To the extent there is uncertainty as to whether a fee or expense should be borne by the Fund, the Board will have discretion to determine, in consultation with the Manager and consistent with applicable law, whether the Fund will bear such fee or expense.

5.    Compensation of the Manager. For the services to be rendered by the Manager as provided in this Agreement, the Fund shall pay to the Manager a fee computed on the

 

5


aggregate net asset value of the Portfolio as of the close of each business day and payable monthly at the annual rate of 0.33 of 1%. In the event that this Agreement is terminated at other than a month-end, the fee for such month shall be prorated, as applicable.

6.    Reports. The Fund and the Manager agree to furnish to each other information with regard to their respective affairs as each may reasonably request.

7.    Status of the Manager. The services of the Manager to the Fund, or with respect to the Portfolio, are not to be deemed exclusive, and the Manager shall be free to render similar services to others, as long as its services to the Fund or to the Portfolio are not impaired thereby. The Manager shall be deemed to be an independent contractor and shall, unless otherwise expressly provided or authorized, have no authority to act for or represent the Fund in any way, or otherwise be deemed an agent of the Fund.

8.    Liability of the Manager. No provision of this Agreement shall be deemed to protect the Manager against any liability to the Fund or the shareholders of the Portfolio to which it might otherwise be subject by reason of willful misfeasance, bad faith, or gross negligence in the performance of its duties or the reckless disregard of its obligations under this Agreement.

9.    Permissible Interests. Subject to and in accordance with the charters of the Fund and the Manager, respectively, directors, officers, and shareholders of the Fund are or may be interested in the Manager (or any successor thereof) as directors, officers, or shareholders, or otherwise; directors, officers, agents, and shareholders of the Manager are or may be interested in the Fund as directors, officers, shareholders, or otherwise; and the Manager (or any successor) is or may be interested in the Fund as a shareholder or otherwise, and the effect of any such interrelationships shall be governed by said charters and the provisions of the Investment Company Act of 1940, as amended (the “1940 Act”).

10.    Duration and Termination. This Agreement shall become effective on September 28, 2021 and shall continue in effect until September 28, 2023, and thereafter, only if such continuance is approved at least annually by a vote of the Board, including the vote of a majority of the directors who are not parties to this Agreement or interested persons of any such party, cast in person, at a meeting called for the purpose of voting such approval. In addition, the question of continuance of this Agreement may be presented to the shareholders of the Portfolio; in such event, such continuance shall be effected only if approved by the affirmative vote of the holders of a majority of the outstanding voting securities of the Portfolio.

This Agreement may at any time be terminated without payment of any penalty either by vote of the Board or by vote of the holders of a majority of the outstanding voting securities of the Portfolio, on not more than (60) sixty days’ written notice to the Manager.

This Agreement shall automatically terminate in the event of its assignment.

This Agreement may be terminated by the Manager after ninety (90) days’ written notice to the Fund.

Any notice under this Agreement shall be given in writing, addressed and delivered, or mailed post-paid, to the other party at any office of such party.

 

6


As used in this Section, the terms “assignment,” “interested persons,” “voting securities,” and a “majority of the outstanding voting securities” shall have the respective meanings set forth in Section 2(a)(4), Section 2(a)(19), Section 2(a)(42) of the 1940 Act and Rule 18f-2 thereunder.

11.    Severability. If any provision of this Agreement shall be held or made invalid by a court decision, statute, rule, or otherwise, the remainder of this Agreement shall not be affected thereby.

12.    Governing Law. This Agreement shall be governed and construed in accordance with the laws of the State of Texas.

13.    Use of Names. The Manager and the Fund agree that the Manager has a proprietary interest in the names “DFA” and “Dimensional,” and that the Fund and/or Portfolio may use such names only as permitted by the Manager, and the Fund further agrees to cease use of such names promptly after receipt of a written request to do so from the Manager.

IN WITNESS WHEREOF, the parties hereby have caused this Agreement to be executed this 28th day of September, 2021.

 

DIMENSIONAL FUND ADVISORS LP

   

DFA INVESTMENT DIMENSIONS GROUP INC.

By:   DIMENSIONAL HOLDINGS INC.,
General Partner
   
By:   /s/ Carolyn L. O     By:   /s/ Ryan P. Buechner
  Name: Carolyn L. O       Name: Ryan P. Buechner
  Title:   Vice President       Title:   Vice President

 

7

EX-28.d.2.hhhhh

SUB-ADVISORY AGREEMENT

AGREEMENT dated this 28th day of September, 2021 among DFA INVESTMENT DIMENSIONS GROUP INC., a Maryland corporation (the “Fund”), DIMENSIONAL FUND ADVISORS LP, a Delaware limited partnership (“DFA”), and DFA AUSTRALIA LIMITED, a corporation organized under the laws of New South Wales (“DFA Australia”).

WHEREAS, DFA is the investment advisor to all the portfolios of the Fund, including the Emerging Markets ex China Core Equity Portfolio (the “Portfolio”); and

WHEREAS, the Portfolio invests in securities of issuers associated with international markets designated by the Investment Committee of DFA, as categorized, defined, and limited in accordance with the Fund’s prospectus; and

WHEREAS, DFA Australia personnel have expertise in certain business areas pertinent to the business operations of the Portfolio and the selection of brokers or dealers and the execution of trades with respect to international securities; and

WHEREAS, DFA wishes to retain DFA Australia as sub-advisor with respect to the Portfolio, and DFA Australia wishes to act as sub-advisor, upon the terms hereinafter set forth.

NOW, THEREFORE, in consideration of the premises and mutual covenants and conditions contained herein, the parties hereto agree as follows:

1. Services to Be Performed. DFA hereby employs, subject to approval by the Board of Directors of the Fund and supervision by DFA, DFA Australia to furnish, at DFA Australia’s expense, the services described below with respect to the Portfolio:

 

  a.

DFA Australia shall have the authority and responsibility to select brokers or dealers to execute purchases and sales of eligible securities for the Portfolio. Such authority and responsibility shall include, without limitation, (i) providing investment and ancillary services for DFA and determining the best and most efficient means of purchasing and selling such portfolio securities in order to receive best price and execution, and (ii) allocating trades among brokers and dealers, including any affiliate of the Fund or of any investment advisor or affiliate thereof, subject to Section 17 of the Investment Company Act of 1940, as amended (the “1940 Act”). In carrying out its obligations hereunder, DFA Australia will act with a view to the Portfolio’s objectives, as set forth in the Fund’s registration statement, and otherwise communicated to DFA Australia by DFA, including the objectives of receiving best price and execution for portfolio transactions and of causing as little price fluctuation as possible. DFA Australia shall not receive any commission or rebate from any broker or dealer to whom it allocates trades nor shall it receive any commission from DFA based upon the allocation of trades. DFA will advise DFA Australia of changes in the Fund’s Amended and Restated Articles of Incorporation, Amended and Restated By-Laws, and registration statement, and any objectives not


 

appearing therein, as they may be relevant to DFA Australia’s performance under this Agreement. DFA will furnish to DFA Australia reports on cash available for investment and needed for redemption payments. DFA shall be responsible to the Board of Directors of the Fund for the preparation of schedules of securities eligible for purchase and sale by the Portfolio (“execution schedules”), and shall prepare such schedules on at least a semi-annual basis, it being understood that DFA may consult with DFA Australia in connection therewith, and may delegate to DFA Australia the preparation of such schedules. On at least a semi-annual basis, DFA will review the Portfolio’s holdings, make, itself or in consultation with DFA Australia, any necessary adjustments to the execution schedules, and review the securities trading process and executions. DFA Australia is authorized to have orders executed for more or fewer shares than set forth on the execution schedules when market conditions and other factors permit or require, provided that such variances from the execution schedules are within the parameters agreed to by DFA, from time to time, or in specific cases. DFA Australia shall report the results of all trading activities and all such other information relating to portfolio transactions for the Portfolio as DFA may reasonably request, on a daily basis to DFA and any other entity designated by DFA, including, without limitation, the custodian of the Fund. DFA Australia shall review and coordinate its agency trading and execution strategies, practices, and results with DFA as frequently as reasonably requested.

 

  b.

DFA Australia shall maintain, and periodically review with DFA and the Fund, policies and procedures necessary to ensure the effectiveness of on-line communications systems between DFA Australia, DFA, and the Fund.

 

  c.

DFA Australia shall periodically provide DFA with data concerning the international markets, and it shall maintain and provide to DFA current financial information with respect to specific international securities on the execution schedules. DFA Australia shall also furnish DFA with advice and information regarding securities of international companies and shall provide DFA with such recommendations in connection with the investment therein by the Portfolio as DFA Australia shall deem necessary and advisable in light of the investment objective and policies of the Portfolio.

2.     Compensation. For the services provided by DFA Australia hereunder, DFA shall pay DFA Australia a fee equal to $13,000 (U.S.) per year, to be paid on a quarterly basis. In the event that this Agreement is terminated at other than quarter-end, the fee for such quarter shall be prorated.

3.     Liability of DFA Australia. DFA Australia shall not be liable for any error of judgment or of law or for any loss suffered by the Fund in connection with the matters to which this Agreement relates, except loss resulting from willful misfeasance, bad faith, or gross negligence on the part of DFA Australia in the performance of its obligations and duties, or by reason of its reckless disregard of its obligations and duties under this Agreement.

 

2


4.    Term. This Agreement shall become effective as of September 28, 2021, and shall remain in effect until September 28, 2023, unless sooner terminated as hereinafter provided and shall continue in effect from year to year thereafter, but only so long as such continuance is specifically approved, at least annually, by: (a) the vote of a majority of the Fund’s Directors, or (b) the vote of a majority of the outstanding voting securities of the Portfolio, and (c) the vote of a majority of those Directors who are not parties to this Agreement or interested persons of any such party (except as Directors of the Fund) cast in person at a meeting called for the purpose of voting on such approval. The terms “interested persons” and “vote of a majority of the outstanding voting securities” shall have the meanings respectively set forth in Section 2(a)(19) and Section 2(a)(42) of the 1940 Act.

This Agreement may be terminated by DFA or by DFA Australia at any time, without penalty, on ninety (90) days’ written notice to the other party hereto, and may also be terminated at any time without penalty by the Board of Directors of the Fund or by vote of the holders of a majority of the outstanding voting securities of the Portfolio on sixty (60) days’ written notice to DFA Australia by the Fund.

This Agreement shall automatically terminate in the event of its assignment. The term “assignment” for this purpose shall have the meaning set forth in Section 2(a)(4) of the 1940 Act.

This Agreement shall automatically terminate with respect to the Portfolio in the event that the Investment Management Agreement for the Portfolio between DFA and the Fund is terminated, assigned, or not renewed.

5.     DFA Australia will promptly notify DFA and the Fund of any change in the composition of its Board of Directors.

6.     Notice. Any notice under this Agreement shall be in writing, addressed and delivered or mailed, postage prepaid, to the other party at such address as such other party may designate for the receipt of such notices.

7.    Governing Law and Consent to Jurisdiction. This Agreement shall be governed by, and construed in accordance with, the laws of the State of Maryland without giving effect to the conflict of laws principles thereof; provided that nothing herein shall be construed to preempt, or to be inconsistent with, any U.S. federal law, regulation or rule, including the 1940 Act and the Investment Advisers Act of 1940, as amended and any rules and regulations promulgated thereunder. The parties agree and consent to the jurisdiction of the State and federal courts of Maryland.

[signature page follows]

 

3


IN WITNESS WHEREOF, DFA, DFA Australia, and the Fund have caused this Agreement to be executed as of the day and year above written.

 

DIMENSIONAL FUND ADVISORS LP
By:  

DIMENSIONAL HOLDINGS INC.,

General Partner

 

By:   /s/ Carolyn L. O                                               
  Name: Carolyn L. O
  Title:   Vice President

 

DFA AUSTRALIA LIMITED
By:   /s/ Adrian N. Poy                                        
  Name:  Adrian N. Poy
  Title:    Company Secretary

 

DFA INVESTMENT DIMENSIONS GROUP INC.
By:   /s/ Ryan P. Buechner                                     
  Name:  Ryan P. Buechner
  Title:    Vice President

 

4

EX-28.h.4.l

FEE WAIVER AND EXPENSE ASSUMPTION AGREEMENT

FEE WAIVER AND EXPENSE ASSUMPTION AGREEMENT, made this 28th day of September, 2021, between DFA Investment Dimensions Group Inc., a Maryland corporation (the “Fund”), on behalf of the Emerging Markets ex China Core Equity Portfolio (the “Portfolio”), and Dimensional Fund Advisors LP, a Delaware limited partnership (“Dimensional”).

WHEREAS, Dimensional has entered into an Investment Management Agreement with the Fund, on behalf of the Portfolio, pursuant to which Dimensional provides investment management services for the Portfolio, and for which Dimensional is compensated based on the average net assets of the Portfolio; and

WHEREAS, the Fund and Dimensional have determined that it is appropriate and in the best interests of the Portfolio and its shareholders to limit the expenses of the Portfolio;

NOW, THEREFORE, the parties hereto agree as follows:

 

  1.

Fee Waiver and Expense Assumption by Dimensional. Dimensional agrees to waive all or a portion of its management fee and to assume the ordinary operating expenses of the Institutional Class of the Portfolio (including the expenses that the Portfolio bears as a shareholder of other funds managed by Dimensional, excluding money market funds, but excluding the expenses that the Portfolio incurs indirectly through its investment in unaffiliated investment companies) (“Portfolio Expenses”) to the extent necessary to limit the Portfolio Expenses of the Institutional Class of the Portfolio to 0.43 of 1% of the average net assets of the Institutional Class of the Portfolio on an annualized basis (the “Expense Limitation Amount”).

 

  2.

Duty to Reimburse Dimensional. If, at any time, the Portfolio Expenses of a class of the Portfolio are less than the Expense Limitation Amount for such class of shares of the Portfolio, the Fund, on behalf of the Portfolio, shall reimburse Dimensional for any fees previously waived and/or expenses previously assumed to the extent that such reimbursement will not cause the annualized Portfolio Expenses for such class of shares of the Portfolio to exceed the Expense Limitation Amount. There shall be no obligation of the Fund, on behalf of the Portfolio, to reimburse Dimensional for fees waived or expenses previously assumed by Dimensional more than thirty-six (36) months prior to the date of such reimbursement.

 

  3.

Assignment. No assignment of this Agreement shall be made by Dimensional without the prior consent of the Fund.

 

  4.

Duration and Termination. This Agreement shall begin on September 28, 2021, and shall continue in effect until February 28, 2023, and shall continue in effect from year to year thereafter, unless and until the Fund or Dimensional notifies the other party to the Agreement, at least thirty days (30) prior to the end of the one-year period for the Portfolio, of its intention to terminate the Agreement. This Agreement shall automatically terminate upon the termination of the Investment Management Agreement between Dimensional and the Fund, on behalf of the Portfolio.

 

1


EX-28.h.4.l

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first written above.

 

DFA INVESTMENT DIMENSIONS GROUP INC.  

DIMENSIONAL FUND ADVISORS LP

 

 

By:    DIMENSIONAL HOLDINGS INC., General

Partner

 

By: /s/ Ryan P. Buechner                                                   

 

By: /s/ Carolyn L. O                                                         

Name: Ryan P. Buchner                                                     

 

Name: Carolyn L. O                                                        

Title: Vice President                                                           

 

Title: Vice President                                                        

 

2

EX-28.i.1.

Law Office

Stradley Ronon Stevens & Young, LLP

2600 One Commerce Square

Philadelphia, Pennsylvania 19103-7098

(215) 564-8000

Direct Dial: (215) 564-8048

September 28, 2021

Board of Directors

DFA Investment Dimensions Group Inc.

6300 Bee Cave Road, Building One

Austin, TX 78746

Ladies and Gentlemen:

We have examined the Articles of Incorporation, as amended, restated and supplemented (“Articles”), of DFA Investment Dimensions Group Inc. (the “Fund”), a corporation organized under Maryland law, the Fund’s by-laws, and the records of the various pertinent corporate proceedings we deem material. We also have examined the Notification of Registration and the Registration Statements filed under the Investment Company Act of 1940, as amended (the “Investment Company Act”), and the Securities Act of 1933, as amended (the “Securities Act”), all as amended to date, as well as other items we deem material to this opinion.

The Fund is authorized to issue an aggregate of Two Hundred and Sixty Billion (260,000,000,000) shares of common stock, of a par value of $0.01 per share and an aggregate par value of Two Billion, Six Hundred Million Dollars ($2,600,000,000), and currently is authorized to issue the following shares of the following series: U.S. Micro Cap Portfolio; Japanese Small Company Portfolio; United Kingdom Small Company Portfolio; DFA Short-Term Government Portfolio; Continental Small Company Portfolio; DFA Intermediate Government Fixed Income Portfolio; DFA Five-Year Global Fixed Income Portfolio; Large Cap International Portfolio; Asia Pacific Small Company Portfolio; U.S. Small Cap Portfolio; DFA Real Estate Securities Portfolio; U.S. Large Cap Value Portfolio; U.S. Small Cap Value Portfolio; DFA One-Year Fixed Income Portfolio; Emerging Markets Portfolio; VA U.S. Large Value Portfolio; VA Global Bond Portfolio; DFA International Small Cap Value Portfolio; VA U.S. Targeted Value Portfolio; VA International Value Portfolio; VA International Small Portfolio; VA Short-Term Fixed Portfolio; DFA Two-Year Global Fixed Income Portfolio; Enhanced U.S. Large Company Portfolio; International Small Company Portfolio; Emerging Markets Small Cap Portfolio; U.S. Targeted Value Portfolio; Emerging Markets Value Portfolio; Tax-Managed U.S. Targeted Value Portfolio; Tax-Managed U.S. Small Cap Portfolio; Tax-Managed U.S. Marketwide Value Portfolio; Tax-Managed DFA International Value Portfolio; Tax-Managed U.S. Equity Portfolio; DFA Short-Term Municipal Bond Portfolio; Emerging Markets Core Equity Portfolio; U.S. Core Equity 1 Portfolio; U.S. Core Equity 2 Portfolio; U.S.


DFA Investment Dimensions Group Inc.

September 28, 2021

Page 2

Vector Equity Portfolio; International Core Equity Portfolio; Emerging Markets Social Core Equity Portfolio; DFA Inflation-Protected Securities Portfolio; DFA International Real Estate Securities Portfolio; DFA California Short-Term Municipal Bond Portfolio; T.A. U.S. Core Equity 2 Portfolio; U.S. Social Core Equity 2 Portfolio; U.S. Sustainability Core 1 Portfolio; International Sustainability Core 1 Portfolio; DFA Selectively Hedged Global Fixed Income Portfolio; T.A. World ex U.S. Core Equity Portfolio; DFA Global Real Estate Securities Portfolio; International Vector Equity Portfolio; DFA Short-Term Extended Quality Portfolio; DFA Intermediate-Term Extended Quality Portfolio; VA Global Moderate Allocation Portfolio; World ex U.S. Value Portfolio; DFA Commodity Strategy Portfolio; DFA California Intermediate-Term Municipal Bond Portfolio; DFA Investment Grade Portfolio; Selectively Hedged Global Equity Portfolio; DFA Intermediate-Term Municipal Bond Portfolio; DFA World ex U.S. Government Fixed Income Portfolio; World ex U.S. Targeted Value Portfolio; World ex U.S. Core Equity Portfolio; International Social Core Equity Portfolio; U.S. Large Cap Growth Portfolio; U.S. Small Cap Growth Portfolio; International Large Cap Growth Portfolio; International Small Cap Growth Portfolio; U.S. Large Cap Equity Portfolio; DFA Short-Duration Real Return Portfolio; DFA LTIP Portfolio; DFA Municipal Bond Portfolio; DFA Municipal Real Return Portfolio; World Core Equity Portfolio; DFA NY Municipal Bond Portfolio; DFA Targeted Credit Portfolio; VIT Inflation-Protected Securities Portfolio; Dimensional Retirement Income Fund; Dimensional 2010 Target Date Retirement Income Fund; Dimensional 2015 Target Date Retirement Income Fund; Dimensional 2020 Target Date Retirement Income Fund; Dimensional 2025 Target Date Retirement Income Fund; Dimensional 2030 Target Date Retirement Income Fund; Dimensional 2035 Target Date Retirement Income Fund; Dimensional 2040 Target Date Retirement Income Fund; Dimensional 2045 Target Date Retirement Income Fund; Dimensional 2050 Target Date Retirement Income Fund; Dimensional 2055 Target Date Retirement Income Fund; Dimensional 2060 Target Date Retirement Income Fund; DFA Social Fixed Income Portfolio; DFA Diversified Fixed Income Portfolio; Global Small Company Portfolio; U.S. High Relative Profitability Portfolio; International High Relative Profitability Portfolio; VA Equity Allocation Portfolio; DFA MN Municipal Bond Portfolio; DFA California Municipal Real Return Portfolio; DFA Global Core Plus Fixed Income Portfolio; Emerging Markets Sustainability Core 1 Portfolio; Emerging Markets Targeted Value Portfolio; DFA Global Sustainability Fixed Income Portfolio; DFA Oregon Municipal Bond Portfolio; DFA Selective State Municipal Bond Portfolio; Global Social Core Equity Portfolio; Dimensional 2065 Target Date Retirement Income Fund; U.S. Sustainability Targeted Value Portfolio; DFA Global Core Plus Real Return Portfolio; and Emerging Markets ex China Core Equity Portfolio.

U.S. Targeted Value Portfolio, Emerging Markets Value Portfolio and VA Global Moderate Allocation Portfolio are further divided into and offer the following classes of shares: U.S. Targeted Value Portfolio - Institutional Class; U.S. Targeted Value Portfolio - Class R1; U.S. Targeted Value Portfolio-Class R2; Emerging Markets Value Portfolio - Institutional Class; Emerging Markets Value Portfolio-Class R2; VA Global Moderate Allocation Portfolio – Institutional Class; and VA Global Moderate Allocation Portfolio – Class L10. The Articles also empower the Board of Directors of the Fund to designate additional series or classes and allocate shares to such series or classes.


DFA Investment Dimensions Group Inc.

September 28, 2021

Page 3

The Fund has filed, with the U.S. Securities and Exchange Commission, a Registration Statement under the Securities Act for each Fund, which Registration Statement is deemed to register an indefinite number of shares of the Fund pursuant to the provisions of Section 24(f) of the Investment Company Act. You further have advised us that the Fund has filed, and each year hereafter will timely file, a Notice pursuant to Rule 24f-2 under the Investment Company Act perfecting the registration of the shares sold by the Fund during each fiscal year during which such registration of an indefinite number of shares remains in effect.

You also have informed us that the shares of the Fund registered under the Securities Act have been, and will continue to be, sold in accordance with the Fund’s usual method of distributing its registered shares, under which prospectuses are made available for delivery to offerees and purchasers of such shares in accordance with Section 5(b) of the Securities Act.

Based upon the foregoing information and examination, so long as the Fund remains a valid and subsisting entity under the laws of its state of organization, and the registration of an indefinite number of shares of the Fund remains effective, the authorized shares of the Fund, when issued for the consideration set by the Board of Directors pursuant to the Articles, and subject to compliance with Rule 24f-2, will be legally outstanding, fully-paid, and non-assessable shares, and the holders of such shares will have all the rights provided for with respect to such holding by the Articles and the laws of the State of Maryland.

We hereby consent to the use of this opinion, in lieu of any other, as an exhibit to the Registration Statement of the Fund, along with any amendments thereto, covering the registration of the shares of the Fund under the Securities Act and the applications, Registration Statements or notice filings, and amendments thereto, filed in accordance with the securities laws of the several states in which shares of the Fund are offered, and we further consent to reference in the Registration Statement of the Fund to the fact that this opinion concerning the legality of the issue has been rendered by us.

 

Very truly yours,

STRADLEY RONON STEVENS & YOUNG, LLP

By:

 

/s/ Jana L. Cresswell

 

Jana L. Cresswell, a Partner



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