# EDGAR Filing Document

**Accession Number:** 0000355437
**File Stem:** 0002071844-26-000660
**Filing Date:** 2026-6
**Character Count:** 8572
**Document Hash:** 4cab3eb4aca3b4fbbca8cbf00a500832
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002071844-26-000660.hdr.sgml**: 20260618

**ACCESSION NUMBER**: 0002071844-26-000660

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260618

**DATE AS OF CHANGE**: 20260617

**EFFECTIVENESS DATE**: 20260618

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DFA INVESTMENT DIMENSIONS GROUP INC
- **CENTRAL INDEX KEY:** 0000355437

**ORGANIZATION NAME:**
- **EIN:** 363129984
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-73948
- **FILM NUMBER:** 261099627

**BUSINESS ADDRESS:**
- **STREET 1:** 6300 BEE CAVE ROAD
- **STREET 2:** BUILDING ONE
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** (512) 306-7400

**MAIL ADDRESS:**
- **STREET 1:** 6300 BEE CAVE ROAD
- **STREET 2:** BUILDING ONE
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DFA SMALL CO FUND INC
- **DATE OF NAME CHANGE:** 19830621

## Series and Classes Contracts Data

### U.S. CORE EQUITY 1 PORTFOLIO (Series ID: S000000979)

| Class ID   | Class Name                                         | Ticker Symbol   |
|:---|:---|:---|
| C000002730 | U.S. CORE EQUITY 1 PORTFOLIO - INSTITUTIONAL CLASS | DFEOX           |
| C000268965 | ETF Class                                          |  |

---

| | |
|:---|:---|
|  **DFA INVESTMENT DIMENSIONS GROUP INC.**  | **DIMENSIONAL ETF TRUST**  |
|  **U.S. Core Equity 1 Portfolio** <br> **U.S. Core Equity 2 Portfolio** <br> **U.S. Vector Equity Portfolio** <br> **U.S. High Relative Profitability Portfolio** <br> DFA Real Estate Securities Portfolio <br> **U.S. Small Cap Portfolio** <br> **U.S. Targeted Value Portfolio** <br> **U.S. Small Cap Value Portfolio**  | **Dimensional US Core Equity 1 ETF** <br> **Dimensional US Vector Equity ETF** <br> **Dimensional US Small Cap Value ETF** <br> **Dimensional US High Profitability ETF** <br> **Dimensional US Real Estate ETF** <br> **Dimensional U.S. Small Cap ETF** <br> **Dimensional U.S. Targeted Value ETF** <br> **Dimensional U.S. Core Equity 2 ETF**  |

---

---

| |
|:---|
|  **DIMENSIONAL INVESTMENT GROUP INC.**  |
|  **U.S. Large Company Portfolio**  |

---

SUPPLEMENT TO THE SUMMARY AND STATUTORY

PROSPECTUSES OF EACH PORTFOLIO LISTED ABOVE

I. <u>Announcement of Reorganizations</u> 

The Board of Trustees of Dimensional ETF Trust (the "ETF Trust"), on behalf of each target portfolio listed below (each, a "Target Portfolio" and collectively, the "Target Portfolios"), and the Board of Directors of DFA Investment Dimensions Group Inc. ("DFAIDG"), on behalf of each acquiring portfolio listed below (each, an "Acquiring Portfolio" and collectively, the "Acquiring Portfolios"), approved an Agreement and Plan of Reorganization (the "Plan of Reorganization"), under which each Target Portfolio will be reorganized with and into the corresponding Acquiring Portfolio (each, a "Reorganization" and collectively, the "Reorganizations"), which employs substantially similar investment strategies.

---

| | |
|:---|:---|
| &nbsp;&nbsp; **Target Portfolios**  | &nbsp;&nbsp; **Acquiring Portfolios**  |
| &nbsp;&nbsp; Dimensional US Core Equity 1 ETF  | &nbsp;&nbsp; U.S. Core Equity 1 Portfolio  |
| &nbsp;&nbsp; Dimensional US Vector Equity ETF  | &nbsp;&nbsp; U.S. Vector Equity Portfolio  |
| &nbsp;&nbsp; Dimensional US Small Cap Value ETF  | &nbsp;&nbsp; U.S. Small Cap Value Portfolio  |
| &nbsp;&nbsp; Dimensional US High Profitability ETF  | &nbsp;&nbsp; U.S. High Relative Profitability Portfolio  |
| &nbsp;&nbsp; Dimensional US Real Estate ETF  | &nbsp;&nbsp; DFA Real Estate Securities Portfolio  |
| &nbsp;&nbsp; Dimensional U.S. Small Cap ETF  | &nbsp;&nbsp; U.S. Small Cap Portfolio  |
| &nbsp;&nbsp; Dimensional U.S. Targeted Value ETF  | &nbsp;&nbsp; U.S. Targeted Value Portfolio  |
| &nbsp;&nbsp; Dimensional U.S. Core Equity 2 ETF  | &nbsp;&nbsp; U.S. Core Equity 2 Portfolio  |

---

Under each Plan of Reorganization, the Target Portfolio will transfer substantially all of its assets to the corresponding Acquiring Portfolio, in exchange solely for ETF Class shares of the Acquiring Portfolio, which shares will be distributed to the shareholders of the Target Portfolio according to their respective interests held in the Target Portfolio immediately prior to the Reorganization. As soon as practicable thereafter, the Target Portfolio will be liquidated and dissolved.

Each Reorganization does not require the approval of shareholders and is expected to be tax-free for federal income tax purposes. A Prospectus/Information Statement will be mailed before the consummation of each Reorganization to the applicable Target Portfolio's shareholders that describes in detail the Reorganization, the multi-class ETF fund structure of the corresponding Acquiring Portfolio, and a summary of the Boards' considerations in approving the Reorganization. Each Reorganization is expected to be completed on or around September 25, 2026.

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II. <u>Announcement of Management Fee and Expense Reductions for Certain Portfolios</u>

In addition, this supplement to the Summary and Statutory Prospectuses dated February 28, 2026, as amended, of the portfolios listed below (each, a "Portfolio" and collectively, the "Portfolios"), each a series of DFAIDG or Dimensional Investment Group Inc. (collectively, the "Funds"), is to notify shareholders that the Boards of Directors of the Funds approved reductions to the management fees and/or reduced or new amended expense limitation amounts for the Portfolios, effective as of the dates described below.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

A. Effective **July 1, 2026**, the management fee of the Portfolio listed below is reduced as follows:

---

| | | |
|:---|:---|:---|
| **Portfolio Name**  | **Current Management Fee**  | **Management Fee as of 7/1/26**  |
| U.S. Large Company Portfolio  | 0.06%  | 0.04%  |

---

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

B. Effective **July 1, 2026**, the expense limitation amount of each class of the Portfolio listed below is reduced as follows:

---

| | | |
|:---|:---|:---|
| **Portfolio Name**  | **Current Expense** <br> **Limitation Amount**  | **Expense Limitation Amount** <br> **as of 7/1/26**  |
| U.S. Large Company Portfolio  | Institutional Class – 0.08% <br> ETF Class – 0.08%  | Institutional Class – 0.06% <br> ETF Class – 0.06%  |

---

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

C. Effective **November 1, 2026**, the management fees of the Portfolios listed below are reduced as follows:

---

| | | |
|:---|:---|:---|
| **Portfolio Name**  | **Current Management Fee**  | **Management Fee as of 11/1/26**  |
| U.S. High Relative Profitability Portfolio  | 0.19%  | 0.16%  |
| U.S. Small Cap Portfolio  | 0.25%  | 0.24%  |
| U.S. Targeted Value Portfolio  | 0.27%  | 0.25%  |
| U.S. Small Cap Value Portfolio  | 0.28%  | 0.26%  |

---

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

D. Effective **November 1, 2026**, the expense limitation amounts of each class of the Portfolios listed below are reduced (or implemented) as follows:

---

| | | |
|:---|:---|:---|
| **Portfolio Name**  | **Current Expense** <br> **Limitation Amount**  | **Expense Limitation Amount** <br> **as of 11/1/26**  |
| U.S. Core Equity 1 Portfolio  | Institutional Class – 0.23% <br> ETF Class – 0.15%  | Institutional Class – 0.14% <br> ETF Class – 0.14%  |
| U.S. Core Equity 2 Portfolio  | Institutional Class – 0.18% <br> ETF Class – 0.18%  | Institutional Class – 0.17% <br> ETF Class – 0.17%  |
| U.S. Vector Equity Portfolio  | Institutional Class – 0.36% <br> ETF Class – 0.24%  | Institutional Class – 0.22% <br> ETF Class – 0.22%  |
| U.S. High Relative Profitability Portfolio  | Institutional Class – 0.22% <br> ETF Class – 0.22%  | Institutional Clas – 0.17% <br> ETF Class – 0.17%  |
| U.S. Small Cap Portfolio  | Institutional Class – 0.27% <br> ETF Class – 0.27%  | Institutional Class – 0.25% <br> ETF Class – 0.25%  |
| U.S. Targeted Value Portfolio  | Institutional Class – 0.29% <br> ETF Class – 0.29%  | Institutional Class – 0.26% <br> ETF Class – 0.26%  |
| U.S Small Cap Value Portfolio  | Institutional Class – None <br> ETF Class – 0.31%  | Institutional Class – 0.27% <br> ETF Class – 0.27%  |

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*The date of this Supplement is June 18, 2026*