DFA & Precise Financial Planning

Precise Financial Planning, LLC, a fee-only financial planning and investment advisory firm is among a select group of investment advisors approved to offer Dimensional Fund Advisor funds (DFA) to its clients.

Dimensional does not offer funds directly to individual investors. Instead, their funds are made available through a select group of fee-only advisors. Dimensional says investment success begins with a properly diversified portfolio and constructing such a portfolio is a complicated process that can benefit from the guidance of a qualified, professional advisor. In their view, independent advisors free from the conflicts associated with commission-based transactions are best positioned to assist individual investors in developing long-term investment solutions.

David Booth interviews professors Eugene Fama, Kenneth French, and Robert Merton on Dimensional's longstanding affiliation with leading financial academics, and how this rewarding partnership continues to shape Dimensional's investment strategies.