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SA US Value
24.07
+0.21
+0.88%
SABTX綜觀
你可在本頁找到深入的SA U.S. Value Fund公司檔案，包括SABTX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Allen Pu | Senior Portfolio Manager | 2024 | now |
| 自傳 | Allen Pu is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Pu joined Dimensional as a Portfolio Manager in 2006. Mr. Pu has an M.B.A. from the University of California, Los Angeles, an M.S. and Ph.D. from Caltech, and a B.S. from Cooper Union for the Advancement of Science and Art. | ||
| John A. Hertzer | - | 2021 | now |
| 自傳 | Mr. Hertzer joined DFA in 2013. Mr. Hertzer began his investment career in 2004 and earned a B.A. from Dartmouth College and an M.B.A. from the University of California Los Angeles. | ||
| Jed S. Fogdall | Vice President | 2012 | now |
| 自傳 | Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Mary T. Phillips | Head | 2022 | 2024 |
| 自傳 | Ms. Phillips is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, Vice President and Senior Portfolio Manager of the Advisor. Ms. Phillips holds an MBA from the University of Chicago Booth School of Business and a BA from the University of Puget Sound. Ms. Phillips joined the Advisor in 2012, has been a portfolio manager since 2014, and has been responsible for the US Sustainability, International Sustainability and Emerging Markets Sustainability ETFs since inception (2022). | ||
| Joel P. Schneider | Portfolio Manager | 2019 | 2022 |
| 自傳 | Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013. | ||
| Lukas J. Smart | - | 2015 | 2021 |
| 自傳 | Lukas Smart, CFA, Senior Portfolio Manager and Vice President, leads a team of investment professionals who manage US large cap equity and REIT portfolios. Mr. Smart earned his bachelor of economics degree from the University of San Diego and his MBA from the University of Chicago Booth School of Business. He is a CFA Charterholder and is a member of the CFA Society of Austin. | ||
| Joseph H. Chi | Vice President | 2012 | 2019 |
| 自傳 | Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Henry F. Gray | Head | 2012 | 2017 |
| 自傳 | Mr. Gray is Head of Global Equity Trading and a Vice President of Dimensional Funds Advisors LP and a member of the Investment Committee. Mr. Gray received his MBA from the University of Chicago in 1995 and his AB from Princeton University in 1989. Mr. Gray joined DFA in 1995, was a Portfolio Manager from 1995 to 2005, and has been Head of Global Equity Trading since 2006, and since 2012 responsible for the international portfolios managed by Dimensional. | ||
| Bhanu P. Singh | portfolio manager | 2014 | 2015 |
| 自傳 | Bhanu P. Singh is Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Singh joined Dimensional originally in 2003 and has been a portfolio manager since 2012. Mr. Singh has an M.B.A. from the University of Chicago Booth School of Business and a B.A. from the University of California, Los Angeles. | ||
| Stephen A. Clark | Vice President | 2006 | 2012 |
| 自傳 | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. | ||
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