Blog Article

Morningstar Gives DFA’s Disciplined Approach a Top Mark

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By Merriman Wealth Management, Wealth Advisor
Published On 10/20/2015

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Here is yet another example of why we prefer to use Dimensional funds in our MarketWise portfolios:

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

Like Merriman, Dimensional believes in the efficiency of markets, places a focus on academics and solid research, and doesn’t give in to chasing investment trends. Read Morningstar’s full analysis of the firm’s corporate culture here.

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By Merriman Wealth Management, Wealth Advisor

At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.

Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."

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