AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST of THE DFA INVESTMENT TRUST COMPANY a Delaware Statutory Trust (Original Agreement and Declaration of Trust was adopted December 27, 1993 and amended and restated effective June 5, 2009; the...Agreement and Declaration • February 28th, 2022 • Dfa Investment Trust Co • Delaware
WHEREAS, the Trust was formed by the initial Trustee by the filing of the Certificate of Trust with the Office of the Secretary of State of the State of Delaware on September 11, 1992, pursuant to an Agreement and Declaration of Trust, dated December 27, 1993, as amended and restated to date (the “Original Declaration of Trust”); and
AMENDED AND RESTATED DISTRIBUTION AGREEMENTDistribution Agreement • February 28th, 2022 • Dfa Investment Trust Co
This Amended and Restated Distribution Agreement is made as of December 15, 2021, between The DFA Investment Trust Company (the "Fund"), a Delaware statutory trust, and DFA Securities LLC ("DFA Securities"), a Delaware limited liability company, as the successor to DFA Securities Inc.
FORM OF RULE 12d1-4 FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • February 28th, 2022 • Dfa Investment Trust Co • Texas
This RULE 12d1-4 FUND OF FUNDS INVESTMENT AGREEMENT, dated as of January 19, 2022, is by and among [___] (the “Acquiring Investment Company”), a [statutory trust/business trust/corporation] organized under the laws of the [State of Delaware/Commonwealth of Massachusetts/State of Maryland], on behalf of its separate series (each, an “Acquiring Fund”) listed on Schedule A, severally and not jointly, and (i) DFA Investment Dimensions Group Inc. (“DFAIDG”) and Dimensional Investment Group Inc. (“DIG”), each a corporation organized under the laws of the State of Maryland, and (ii) The DFA Investment Trust Company (“DFAITC”) and Dimensional ETF Trust (the “ETF Trust”), each a statutory trust organized under the laws of the State of Delaware (each of DFAIDG, DIG, DFAITC and the ETF Trust is an “Acquired Investment Company”), on behalf of their respective series (each, an “Acquired Fund”) listed on Schedule B, severally and not jointly. The Acquired Funds consist of series of (i) DFAIDG, DIG a
