Dimensional Fund Advisors (DFA) Portfolios
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
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.
Register for Online Wealth Management and create the perfect investment strategy for your goals.
Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.
Questions? Contact us via email, telephone or schedule a meeting.