Dimmensional Fund Advisors, Inc.

 


(DFA Brochure)

Quote:

Paul Merriman
"If we could choose only one family of funds for the ideal 401(k) plan, it would be Dimensional Fund Advisors. We believe DFA's institutional index funds are the best, and employees whose plans include them are fortunate...In 2001, a portfolio of DFA funds weighted equally among the asset classes we listed above would have appreciated by 1 percent. Doesn't seem like much but it's much better than the 12 percent loss in the Standard & Poor's 500 Index and the 23 percent decline by the average large-company growth fund." - Paul Merriman, CBS Marketwatch, A world-class menu of 401(k) choices, Jan 16, 2002

DFA was founded in 1981 by Co-Chairmen David G. Booth and Rex A. Sinquefield and is the number-one rated mutual fund company.

  • Leading Academics Design Products and Serve as Directors of Dimensional.
  • Owned Primarily by Employees.
  • Headquartered in Santa Monica, California, with additional trading offices in London and Sydney.
  • Affiliations with Leading Academics.

Dimensional strives to bring academic research to the world of investing. The firm maintains close ties with leading academics, many of whom design Dimensional’s products. The academics often share in the revenue from products, which gives them incentive to create better products and continually update their research.

Clients are involved in this process. The firm acts as an intermediary between the academics and the clients, working to research solutions to client investment needs. This creates a “feedback loop” where everyone benefits. The clients have constant access to the latest investment research, and the academics focus their research on the relevant concerns of the practicing investor.

See more at DFA.com

 





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