Dimensional Mutual Funds

DFA Mutual Funds for Investors in Maryland, DC, Virginia & Florida

Learn How Dimensional Mutual Funds Can Benefit Your Portfolio

At Ferguson-Johnson Wealth Management, we employ investment solutions offered by Dimensional Fund Advisors. Access to DFA mutual funds is restricted to a select group of fee-only financial advisory firms who share the same academic, data-driven investment philosophy. The relationship between Dimensional and Ferguson-Johnson Wealth Management reflects our shared views about how capital markets work and how best to provide you with a successful investment experience.

Interested in learning more about how Dimensional funds could help you achieve your financial goals? Contact a fee-only financial advisor at Ferguson-Johnson Wealth Management today!

What Makes DFA  Funds Different?

Dimensional structures strategies based on academic research rather than on speculation or commercial indexes. Small cap strategies target smaller stocks more consistently. Value strategies target value returns with greater focus. As a result, investors can achieve more consistent portfolio structure.

Dimensional board members include some of the nation’s most distinguished and recognized academicians, including the Nobel Laureate economists Myron Scholes, Merton Miller, and Eugene Fama. For more than 30 years, Dimensional has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading.

Dimensional Fund Advisors Investment Philosophy

The strategies implemented by Dimensional echo much of our investment philosophy. DFA funds are built around the following core beliefs:

  • Securities are fairly priced in liquid and competitive markets
  • Diversification is essential
  • Investing involves trading off risks and costs with expected returns

Video Credit: Dimensional Fund Advisors
“How is Dimensional different from other money management firms? We trust the markets. Over the long haul, that approach has served us well.”

– Ken French

While at first glance these beliefs may appear similar to a passive or index strategy. However, Dimensional’s management differs in several notable ways.

Why Choose Ferguson-Johnson Wealth Management for DFA Mutual Funds?

If you live in Maryland, Northern Virginia, the DC area we can help you with your investment strategy. In addition to the use of Dimensional funds, our fiduciary advisors work with you to determine the best overall makeup for your portfolio based on your goals. As fee-only advisors, we give you objective advice aimed to help you succeed in all your financial endeavors—which isn’t something every advisory firm can say.

Interested in DFA mutual funds?