Dimensional Fund Advisors
Articles and resources related to Dimensional Fund Advisors.

A Historical Perspective on Investment Premiums
We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.

A Tale of Two Quarters … and the 160 Prior
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.

Insights From a Thought Leader
Nobel Prize winner Robert Merton discusses risk, uncertainty, and how to respond to recent market movements.

2019 Stewardship Reports
Annual stewardship reports from Vanguard and DFA are available for review.

Revisiting the 2019 Yield Curve Inversion
Our recommended reading today is a throwback to March 27, 2019.

Saudi Aramco Becomes World's First $2T Company
With a historic IPO of $2 trillion, should investors race to grab a piece of this gigantic company’s stock?

The Index Bogeyman
Index funds are receiving increased attention.

Why We Won’t Panic Because the Yield Curve Inverted (And Neither Should You)
Last week, on March 22nd, the yield curve inverted once again, the first time doing so since 2007. This event is going to get a lot of publicity and we want to bring you additional context.

Looking Back at Ten Years Since the Market Bottom of March 9, 2009
Investors don’t have to look too far back in time to remember the poor performance of the tech bubble in the early 2000s or the financial crisis of 2008.

The Impact of Fund Costs
When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be measured relative to the value received—which is most commonly evaluated through the lens of the underlying performance of the fund.

The Tao of Wealth Management
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

Catchphrase Investing
A discussion about whether you should change your portfolio allocation to gain more exposure to companies that are touted in media headlines.

Beyond the Fiduciary Standard in Portfolio Management
CCM is firmly grounded in the fiduciary standard of care, a core tenet of which is matching the right solution with what is best for each individual client.

The Importance of Low Costs, Understanding Data, and the Value of Trusted Advice
Our take on The Wall Street Journal's article "DFA Funds Are Booming, but That Adviser Fee Matters," and the value CCM advisors bring to clients.