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DFA Funds Explained

financial planning taxes

Have you ever wondered –

  1. What exactly is a DFA fund?  

  2. Why are DFA funds unique?

  3. Why are DFA funds considered to be a prime source of investment?

  4. Do I need DFA funds in my investment portfolio?

DFA is the acronym for Dimensional Financial Advisors and in one word – YES – all investors benefit from having DFA funds in their portfolio.  The percentage of DFA funds in a portfolio depends on individual goals, age, obligations, and both short and long term desires.

4 key reasons why Dimensional Financial Advisors (DFA) Funds are Totally Unique to the Marketplace:

  • DFA funds are not sold on the open market; ergo the public does not have access to DFA funds.
  • DFA investments can only be purchased through a pre-screened, vetted, appointed and authorized DFA financial, investment and wealth manager.
  • DFA funds are commission-free, low cost, very diversified, and tax-efficient.

Remember the Old Adage About Never Putting Your Eggs All in One Basket? 

Diversification and global investments protects you and your future.

  • DFA funds provide investors with the opportunity to invest to a greater degree in high priced markets due to the number of investors under the umbrella fund. Likewise, the number of investors in each DFA fund lessens the impact of a temporary negative market.

The over-riding reason for investing in DFA funds is they are economically, systematically and scientifically determined to be highly diversified and risk tolerant investments. After all, one of DFA founders, Eugene Fama, is a Nobel Prize winner in Economic Science

  • DFA funds are formulated and purchased on sound economic reasoning to maximize investments and returns over the long haul.

In other words, open market mutual funds are created and purchased based on trends and subjective to decisions of the investment companies and advisors offering them.  DFA funds are not.

Hamilton Financial Planning has been an authorized Dimensional Financial Advisors funds financial, investment, and wealth planning firm for years. We intimately understand the benefits of having DFA funds in portfolios for investors at all stages of building wealth.

Interested in Learning More About & Benefitting From Ownership of Dimensional Financial Advisors (DFA) Funds?

We'd Love to Tell You More! 

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