We typically recommend the institutional asset class mutual funds provided by Dimensional Fund Advisors (DFA funds) when implementing passive investment portfolios for our clients. We choose DFA funds because of the company's undisputed leadership in the mutual fund field and because of their strict adherence to structured passive asset class investing using Modern Portfolio Theory. We encourage you to visit DFA's website at www.dfaus.com.
Here are the DFA funds most commonly used in our client portfolios with links to their respective fact sheet and prospectus.
Under some circumstances, we use Vanguard fixed income funds, Schwab funds or Barclays Exchange Traded Funds, all of which are passively managed.
We typically recommend the institutional asset class mutual funds provided by Dimensional Fund Advisors (DFA funds) when implementing passive investment portfolios for our clients. We choose DFA funds because of the company's undisputed leadership in the mutual fund field and because of their strict adherence to structured passive asset class investing using Modern Portfolio Theory. We encourage you to visit DFA's website at