An excellent complement to active investment strategies
Here’s why we include Dimensional Funds and their scientific approach to investing
For more than 40 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.
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.
Dimensional has built an extensive track record through a variety of market conditions.
How Does it Stack Up?
This example illustrates the DFA advantage, selecting the areas of the market that outperform over the long-term. This is why we use DFA funds for our longest timeframe strategies. Dimensional Funds are an excellent complement to our 20-stock Dividend Growth strategy.
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 →
