Dimensional Fund Advisors (DFA) Portfolios

When DFA holdings are chosen for you by your Portfolio Manager,  your portfolio will be made up of a combination of the DFA Global Fixed Income Fund and / or the DFA Global Equity Fund.  

If your circumstances require three or more funds, the information below is still very much relevant. You will own the individual component funds in similar allocations to the one-fund and two-fund solution. 

Depending on the risk level that is determined to be the best for you, the weighting of the funds in your portfolio will be as follows:

0% Equity - this is a one fund solutions consisting of the DFA Global Fixed Income Fund

20% Equity - This is a two fund solution consisting of 20% DFA Global Equity Fund and 80% DFA Global Fixed Income Fund

40% Equity - This is a two fund solution consisting of 40% DFA Global Equity Fund and 60% DFA Global Fixed Income Fund

50% Equity - This is a two fund solution consisting of 50% DFA Global Equity Fund and 50% DFA Global Fixed Income Fund

60% Equity - This is a two fund solution consisting of 60% DFA Global Equity Fund and 40% DFA Global Fixed Income Fund

70% Equity - This is a two fund solution consisting of 70% DFA Global Equity Fund and 30% DFA Global Fixed Income Fund

80% Equity - This is a two fund solution consisting of 80% DFA Global Equity Fund and 20% DFA Global Fixed Income Fund

100% Equity - This is a one fund solutions consisting of the DFA Global Equity Fund

Note: We have omitted 10%, 30% and 90% equity portfolios from the list above but can provide these options if needed.