EXHIBIT NO. EX-99.h.4.iii
DIMENSIONAL INVESTMENT GROUP INC.
RWB/DFA U.S. HIGH BOOK TO MARKET PORTFOLIO
CLIENT SERVICE AGENT AGREEMENT
AMENDMENT NUMBER TWO
THIS ADDENDUM NUMBER TWO is made this 27th day of July, 2000, by and
between DIMENSIONAL INVESTMENT GROUP INC., a Maryland corporation (the
"Fund"), on behalf of the RWB/DFA U.S. High Book to Market Portfolio (the
"Portfolio"), a separate series of the Fund, and ASSANTE ASSET MANAGEMENT
INC., a California corporation ("AAM"), as the successor to Xxxxxxxxx, Werba,
Bowen, Inc., a California corporation, d/b/a Xxxxxxxxx Xxxxx Xxxxx Advisory
Services ("RWB").
WHEREAS, the Fund and the Portfolio have previously entered into the Client
Service Agent Agreement, dated March 13, 1996 ("Client Service Agreement"),
pursuant to which RWB has agreed to serve as the client service agent to the
Portfolio and to perform various services for the Portfolio, as described in
the Client Service Agreement; and
WHEREAS, management has informed the Fund that the Portfolio desires to
change its name.
NOW, THEREFORE, in consideration of the terms and conditions hereinafter set
forth, it is hereby agreed as follows:
1. The name of the Portfolio shall be changed, from "RWB/DFA U.S.
High Book to Market Portfolio" to "AAM/DFA U.S. High Book to Market
Portfolio," and any reference to the prior name of the Portfolio shall be
replaced with the new name of the Portfolio.
2. The name of the client service agent shall be changed from
"Xxxxxxxxx Xxxxx Xxxxx Advisory Services" to "Assante Asset Management Inc.,"
and any reference to RWB shall be changed to AAM as necessary.
3. No other provisions of the Client Service Agreement are in any
way modified by this Amendment, and all other provisions of the Client
Service Agreement remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be
executed on this 27th day of July, 2000.
DIMENSIONAL INVESTMENT ASSANTE ASSET MANAGEMENT
GROUP INC. INC.
By: /s/ Xxxxx X. Xxxxx By: /s/ Xxxxxxxxx Xxxxxxx
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Xxxxx X. Xxxxx Name: Xxxxxxxxx Xxxxxxx
Chairman, Chief Executive Officer ---------------------
and President Title: Secretary
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