Dimensional Fund Advisors
Founded in 1981, Dimensional Fund Advisors (DFA) offer a range of equity and fixed income strategies to those seeking higher expected returns. Our investment portfolios are customized using DFA funds that are structured to capture the risk factors of size, relative price, and direct profitability. Its client-focused advice follow variable credit strategies to maximize expected returns under different interest rate scenarios with the investors savings, sacrifices and dreams entrusted in them.
Each highly diversified portfolio is competitively priced with very low weighted expense ratios varying from 0.20 to 0.23% annually. You will have exposure to over 12,000 stocks of different companies from 40 countries around the world, so no matter which one hits a grand slam, there is an excellent chance that you will own it. Your bond allocation will include up to 2,000 different government and investment-grade corporate bonds.
Dimensional Fund Advisors Ltd. is a separate entity from Independent Financial Advisors, Collaborative Financial Solutions & Wealth Management and LPL Financial.
Risk Disclosure: Investing in stock and mutual funds involves risk, including possible loss of principal. No strategy assures success or protects against loss. Bonds are subject to market and interest rate risk if sold prior to maturity but the market value of corporate bonds will fluctuate, and if the bond is sold prior to maturity, the investor’s yield may differ from the advertised yield. Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.