Founded in 1981 by David Booth and Rex Sinquefield, both graduates of the University of Chicago School of Business, Dimensional Fund Advisors has grown to the 8th largest mutual fund company in the world with over $330 Billion under management.
Portfolio construction is at the heart of the process in planning for your financial future. We work with a program developed specifically for long term investing. We will take a look at your risk profile and determine what kind of allocation will fit best with your investment temperament.
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”
Read our latest Desk Dispatch "Dancing with Bears"
For Calendar year 2015, our DFA funds performed as follows:
A New Dawn
November 2, 2015
October 13, 2015