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SECURITIES AND EXCHANGE COMMISSIONER NPORTPFiling Date: 20231220 | Period of Report: 20231031 SEC Accession No. 000175272423286005 (HTML Version on secdatabase.com)FILER DFA INVESTMENT TRUST CO CIK:896162|
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01
To fill out DFA Investment Trust Co., follow these steps:
02
Start by providing your personal information such as name, address, phone number, and email address.
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Next, indicate your investment preferences and objectives. This includes selecting the type of investment you are interested in, such as equity, fixed income, or balanced funds.
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Provide your financial information, including your income, net worth, and investment experience.
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Complete the necessary paperwork and forms, ensuring that all information provided is accurate and up to date.
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Review and understand the terms and conditions of the investment trust before submitting the application.
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Sign and date the application form, and attach any required supporting documents if applicable.
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Submit the filled-out form and supporting documents to DFA Investment Trust Co. either online or through their designated channels.
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Keep a copy of the completed application and any other relevant documents for your records.
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Wait for confirmation from DFA Investment Trust Co. regarding the acceptance of your application.
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If approved, follow any further instructions provided by DFA Investment Trust Co. to complete the investment process.

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DFA Investment Trust Co. is suitable for individuals or entities looking to invest their money in a professionally managed fund. It may be suitable for the following people:
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- Those who want to diversify their investment portfolio and gain exposure to different asset classes.
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- Individuals who do not have the time or expertise to actively manage their investments.
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It is important to consult with a financial advisor or conduct thorough research to determine if DFA Investment Trust Co. is suitable for your unique investment needs and goals.
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DFA Investment Trust Co. refers to a type of investment vehicle utilized by Dimensional Fund Advisors which is structured to pool resources from multiple investors to invest in a diversified portfolio managed according to specific investment strategies.
Typically, the filing is required by the trust itself or its administrators, which could include investment advisors or companies like Dimensional Fund Advisors, depending on regulatory requirements.
Filling out DFA Investment Trust Co. documentation generally involves completing the required forms with accurate financial and investment information, specifying the assets held, and adhering to regulations set forth by governing bodies.
The purpose of DFA Investment Trust Co. is to provide investors with a structured way to invest in a diversified portfolio managed by professionals, often aimed at achieving long-term financial growth.
The information that must be reported typically includes details about the trust's assets, liabilities, investment strategies, performance metrics, and compliance with regulatory requirements.
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