The role of DFA Funds in client portfolios

 

I occasionally receive questions about the role of DFA Funds (Dimensional Fund Advisors) in client portfolios.

For over 30 years in the US, and just over 10 years in Canada, DFA has been at the forefront of applying financial science to investment management.  As Myron Scholes, a Nobel laureate and director of DFA, put it recently, “ideas alone are cheap – implementation is what really counts.”

This 3rd party article from Barron’s originally published in January 2014, does a great job of introducing DFA, their academic foundations and what makes them different.

Steve Lowrie is a Portfolio Manager with Aligned Capital Partners Inc. (“ACPI”). The opinions expressed are those of the author and not necessarily those of ACPI. This material is provided for general information, and the opinions expressed and information provided herein are subject to change without notice. Every effort has been made to compile this material from reliable sources; however, no warranty can be made as to its accuracy or completeness. Before acting on the information presented, please seek professional financial advice based on your personal circumstances. ACPI is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI or Lowrie Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Lowrie Investments and are covered by the CIPF.
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