Dimensional’s Disciplined Approach Earns It a Top Mark by Morningstar

DimensionalMorningstar recently issued a new Stewardship Grade for Dimensional. The firm’s overall grade—which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history—is an A.

In the interest of disclosure: I do use DFA sub-managed SA Funds with most clients (not a fund requirement, but a business decision I’ve made). This blog is not a solicitation; simply an explanation of the basic philosophy and approach of the funds.

About Larry Frank, Sr.

Larry R Frank Sr., MBA, CFP®, is an experienced financial advisor and a published author on Retirement Planning Research. Have a financial question? Click Here to Ask Larry

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