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Strategy

DFA or Dimensional Funds

Robinswood clients benefit from access to an elite class of funds known as Dimensional funds, offered through Dimensional Fund Advisors (DFA). DFA offers a model of investing based not on speculation but on financial science and decades of research.

DFA limits access to its funds to a select group of fee-only registered investment advisors who have been selected and DFA limits access to its funds to a select group of fee-only registered investment advisors like Robinswood Financial.trained to advise about Dimensional funds. Robinswood Financial is an approved DFA Advisor. Through DFA, Robinswood can give its clientele institutional-level investment advice based on Nobel Prize-winning financial, economic, and academic research. Combine this with Robinswood's very low fees and outstanding service and you have an ideal investment management solution.

What Are Dimensional Funds?


DFA's asset class portfolios target equity asset classes and allow for individually designed equity asset class allocations. An asset class is a group of securities that have similar characteristics, behave similarly under certain market conditions, are bound by the same laws and regulations, and reflect different risks and returns. Typically, portfolios are tilted toward value and small cap stocks, likely sources of above-market returns. DFA offers more than 50 passively managed index-like portfolios with precise asset class characteristics.

To learn more, you can view the Dimensional website or contact us today for a free consultation.

About Dimensional Fund Advisors (DFA)


As of early 2011, Dimensional Fund Advisors manages over 200 billion dollars of funds, operating from offices in Santa Monica, Austin, London, and Sydney. DFA was formed in 1981 to provide institutional investors with a way to apply academic research on portfolio risk and return in actual portfolios.

DFA works with academia's most respected financial economists, professors, and Nobel laureates, who graduated from esteemed institutions such as Harvard, Stanford, University of Chicago, and Wharton. These financial experts bring research and scientific evidence—and thereby an understanding of the financial risks that are worth taking and those that are not—to the design of its investment portfolios. The result is a fundamentally different approach to management leads to broadly DFA funds are structured by financial experts who bring research and scientific evidence—and thereby an understanding of the financial risks that are worth taking and those that are not—to the design of its investment portfolios.diversified investment options that can yield higher returns, particularly when held over the long term.

DFA limits access to its funds to a select group of fee-only registered investment advisors like Robinswood who have been specifically trained and qualified to advise about Dimensional funds. Robinswood Financial is approved by Dimensional Fund Advisors (DFA) for use of its funds.

Please note that to invest in DFA funds, Robinswood must establish institutional investment accounts through Schwab Institutional. In keeping with its standing as fee-only financial planners and investment advisors, Robinswood Financial receives no compensation for recommending DFA funds and is not under any contractual agreement with DFA, and receives no commission for sale of its funds. Investment advice remains objective and in the client’s best interest. Read more about working with us.

Free Consultation About DFA Funds and Other Investment Strategies


Robinswood is a fee-only financial planner and registered investment advisor in the Seattle area. We advise clients locally in Seattle, Kirkland, Bellevue, Redmond, and other areas of Washington State, plus many clients around the country. Talk with us if you’d like further information about our investment advisory service or DFA funds, diversification, asset allocation, investment risk and return, portfolio design, or other topics. We offer a free consultation. Contact us at our toll-free number (800) 671-1153, our local number(425) 296-1611, or by e-mail at info@robinswood.com.


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