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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.

Article By Merriman Wealth Management, Wealth Advisor

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