To provide our clients with access to groundbreaking financial solutions, we work with Dimensional Fund Advisors (DFA), a leading global investment firm distinguished by its research-based approach and low cost structure. With offices positioned around the world, DFA manages $338 billion for investors worldwide.
We are among a select group of fee-based financial advisory firms with exclusive access to low-cost, institutional mutual funds offered by Dimensional Fund Advisors.
What truly sets DFA apart is their investment strategy. Many great advancements in finance have come from the academic community. DFA works closely with leading financial academics to identify new ideas and research that may benefit investors. Advancements in research and technology inform their investment strategies and keep DFA responsive to evolving markets and client needs.
The foundation of DFA’s philosophy is centered on the dimensions of expected returns. A dimension is a factor that explains differences in returns, demonstrates persistence through time and pervasiveness across markets, and is cost-effective to capture in diversified portfolios.
DFA's integrated, flexible approach to investing considers the interactions among premiums, market frictions, costs and diversification. Above all, DFA is guided by the belief that markets work.
Instead of speculating on the market, DFA follows a low cost structure that emphasizes a long-term strategy for investing with minimal holdings turnover. The research behind the structure suggests that excessive trading rarely justifies the fees that it incurs. Therefore, DFA fees are generally lower than other types of funds.
These benefits, combined with Mariaca Wealth Management, LLC.’s commitment to service excellence, create the Dimensional Experience.
Diversification does not eliminate the risk of market loss. There is no guarantee that investment strategies will be successful.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com/prospectus. Dimensional funds are distributed by DFA Securities LLC.
Dimensional Fund Advisors LP founded in 1981. Global AUM and number of employees as of June 30, 2017. Locations with offices operated by Dimensional. “Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd.
Relative price as measured by the price-to-book ratio; value stocks are those with lower price-to-book ratios. 2. Profitability is a measure of current profitability, based on information from individual companies’ income statements.