How do DFA funds work?

How do DFA funds work?

A DFA fund is a type of investment fund that is based on “dimensional” attributes. DFA stands for Dimensional Fund Advisor, and the dimensions that impact their investment strategy include: The equity premium – Stocks perform better than bonds over the long term.

Where can I find fund prospectus?

You can get a prospectus by calling the mutual fund company directly or by visiting the fund’s website. Before investing in a mutual fund, read the prospectus thoroughly so you can carefully consider the fund’s investment objectives, risks, fees, and expenses.

Are DFA funds no load?

DFA funds are no-load (commission-free), low cost, very diversified, and tax-efficient. They provide a much broader and deeper coverage of the global markets than other mutual funds. DFA currently manages about $582+ Billion in assets.

What makes Dimensional Fund Advisors different?

Dimensional Fund Advisors is a fee-only firm, which means that it earns all of its income from client-paid fees. That’s different from a fee-based firm, which may also earn third-party compensation (for instance, from insurance sales commissions).

How do I obtain a prospectus for a Dimensional Fund?

Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.

Are the shares of the DFA short term investment fund registered?

Shares of The DFA Short Term Investment Fund have not been registered under the Securities Act of 1933 and are not being offered to the public. Performance is reported net of all advisory fees and includes reinvestment of dividends and other earnings.

What is the objective of the DFA Inflation-Protected Securities Portfolio?

The investment objective of the DFA Inflation-Protected Securities Portfolio is to provide inflation protection and earn current income consistent with inflation-protected securities. Performance is reported net of all advisory fees and includes reinvestment of dividends and other earnings.

What are the entities of Dimensional Fund Advisors?

These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited.