An excellent complement to active investment strategies

Here’s why we include Dimensional Funds and their scientific approach to investing

What are Dimensional Funds?

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For more than 35 years, DFA has put financial science to work for investors – by translating compelling research into real-world investment results.

Historically, DFA portfolios outperform similar strategies during periods of economic expansion.

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Dimensional Fund portfolios are oriented to sectors that best perform over the long term.

For example, they typically overweight to the Small Cap, International, and Value asset classes.

The fund family has never had a quarter with negative net flows.

This means, unlike other funds, they aren’t forced to sell during market downturns.

In fact, they’re buying stocks at a discount.

Who is Dimensional Fund Advisors?

Founded in 1981, Dimensional offers a full range of equity and fixed income strategies designed to target higher expected returns. The firm was built around confidence in markets, deep connections to the academic community, and a focus on implementation. They are a fast-growing company with 13 Global offices and $637 Billion in assets under management.

Dimensional Fund Advisors (DFA) is led by market economists, including 2013 Nobel Laureate Eugene Fama, a professor at the University of Chicago’s Booth School of Finance.

Professor Fama is the principal scholar whose groundbreaking work inspired the founding of Dimensional and is widely recognized as the “father of modern finance”.

Watch this video to learn more →

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At Integras Partners, we manage Dimensional Fund portfolios to leverage their strong long-term performance.

We were among the first 100 independent advisors to be granted direct access to trade DFA funds.

Helping our clients reach or exceed their long-term goals provides them with the peace of mind to enjoy spending in retirement.

Why we offer Dimensional Funds

The power of the markets

Traditional managers and quantitative analysts may rely on predictions or back tested simulations to find mispriced securities or time markets.

Index fund managers aim to match index returns, accepting portfolio management and trading constraints that can increase costs.

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A different approach to investing

Dimensional believes investors can have a successful investment experience without having to outguess the market. The firm trusts market prices and applies a scientific, transparent, and process-driven investment approach to pursue higher than expected returns.

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Apply financial science to growing your wealth

Dimensional has forged deep working relationships with top academics in finance. Nobel laureate Eugene Fama, fellow researcher Kenneth French, and other leading academics are directors and consultants to the firm.

How Does it Stack Up?

CSRP Deciles 6-10 Index
S&P 500 Index
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CRSP Deciles 6 – 10 refers to the smaller half of traded American companies.
This example illustrates the DFA advantage. We adopt these strategies for our longest timeframe accounts.

Dimensional Funds are an excellent complement to our 20-stock Dividend Growth strategy.

“The research is out there for anybody to access. What distinguishes Dimensional is the way we implement the ideas.”

DAVID BOOTHDFA Founder

Let’s talk about how we can help you manage your wealth

Read how we’re helping our clients with their long-term goals at Integras Insights.