FORM OF TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • February 28th, 2013 • Dfa Investment Dimensions Group Inc • New York
THIS AGREEMENT, made as of the 3rd day of October 2012, and to have an effective date with respect to a Portfolio (as defined below) on or about April 1, 2013, or such earlier date as the parties may mutually agree in writing (the “Effective Date”), is by and between DFA INVESTMENT DIMENSIONS GROUP INC., having its principal office and place of business at 6300 Bee Cave Road, Building One, Austin, TX 78746 (the “Fund”) and STATE STREET BANK AND TRUST COMPANY a Massachusetts trust company having its principal office and place of business at 1 Lincoln Street, Boston, Massachusetts 02111 (the “Transfer Agent”).
PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC andParticipation Agreement • February 28th, 2013 • Dfa Investment Dimensions Group Inc • Texas
THIS AGREEMENT, made and entered into this day of , 201 , by and among (the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
FORM OF ADMINISTRATION AGREEMENTAdministration Agreement • February 28th, 2013 • Dfa Investment Dimensions Group Inc • New York
This Administration Agreement (“Agreement”), made as of the 3rd day of October 2012, and to have an effective date with respect to a Portfolio (as defined below) on or about April 1, 2013 or on a date that is mutually agreed upon in writing by the parties hereto, is by and among State Street Bank and Trust Company, a Massachusetts trust company (the “Administrator”) and DFA Investment Dimensions Group Inc., a Maryland corporation (the “Fund”).
FORM OF CUSTODIAN AGREEMENTCustodian Agreement • February 28th, 2013 • Dfa Investment Dimensions Group Inc • New York
This Agreement made as of October 3, 2012, and to have an effective date with respect to a Portfolio (as defined below) on or about April 1, 2013 or on a date that is mutually agreed upon in writing by the parties hereto, is by and between DFA INVESTMENT DIMENSIONS GROUP INC. (the “Fund”), a Maryland corporation, and STATE STREET BANK and TRUST COMPANY, a Massachusetts trust company (the “Custodian”).
AMENDED AND RESTATED FEE WAIVER AND/OR EXPENSE ASSUMPTION AGREEMENT FOR DFA INVESTMENT DIMENSIONS GROUP INC.Expense Assumption Agreement • February 28th, 2013 • Dfa Investment Dimensions Group Inc
AMENDED AND RESTATED FEE WAIVER AND/OR EXPENSE ASSUMPTION AGREEMENT, made this day of , 2012, between DFA Investment Dimensions Group Inc., a Maryland corporation (the “Fund”), on behalf of certain portfolios of the Fund, as identified below (each a “Portfolio,” and together, the “Portfolios”), and Dimensional Fund Advisors LP, a Delaware limited partnership (“Dimensional”) (formerly Dimensional Fund Advisors Inc.), amending and restating certain waiver agreements previously entered into by the Fund and Dimensional.
