Morningstar 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.
Dimensional’s Disciplined Approach Earns It a Top Mark by Morningstar
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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About Larry Frank Sr.
As an MBA and CERTIFIED FINANCIAL PLANNER™ practitioner, I help people make sensible plans for a successful retirement. I'm also the author of Wealth Odyssey, a book about financial planning. My retirement planning research is published periodically in the Journal of Financial Planning.
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