PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC andParticipation Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
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”).
AMENDED AND RESTATED DISTRIBUTION AGREEMENTDistribution Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
Amendment To U.S. Mutual Funds Administration AgreementAdministration Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
This Amendment, dated and effective as of June 1, 2023, is by and between DFA Investment Dimensions Group Inc., a Maryland corporation (the “Fund”) and STATE STREET BANK AND TRUST COMPANY, a Massachusetts trust company (the “Administrator”).
AMENDMENT TO AND ASSIGNMENT OF TRANSFER AGENCY AND SERVICE AGREEMENTAgency and Service Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
This Amendment to and Assignment of the Transfer Agency and Service Agreement dated October 3, 2012, as amended (“Agreement”), between State Street Bank and Trust Company (“State Street”) and DFA Investment Dimensions Group Inc. (the “Funds”) is made as of the 1st day of October, 2023 (the “Effective Date”). In accordance with Section 15.1 (Amendment) of the Agreement, the parties desire to amend the Agreement as set forth herein.
AMENDMENT TO U.S. MUTUAL FUNDS CUSTODIAN AGREEMENTCustodian Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
This Amendment, dated and effective as of June 1, 2023 (the “Amendment”), is entered into by and between State Street Bank And Trust Company, a Massachusetts trust company (the “Custodian”), and Dfa Investment Dimensions Group Inc., a Maryland corporation (the “Fund”).
AMENDED AND RESTATED FEE WAIVER AND/OR EXPENSE ASSUMPTION AGREEMENT FOR DFA INVESTMENT DIMENSIONS GROUP INC.Expense Assumption Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
AMENDED AND RESTATED FEE WAIVER AND/OR EXPENSE ASSUMPTION AGREEMENT, made this 19th day of December, 2023, 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.
ContractExpense Assumption Agreement • February 28th, 2024 • Dfa Investment Dimensions Group Inc
