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Dimensional Fund Advisors Earns ‘A’ Grade from Morningstar

We’d like to congratulate our strategic partner Dimensional Fund Advisors on their recent upgrade of its Morningstar Stewardship Grade from a ‘B’ to an ‘A.’ The grade reflects’ Morningstar’s analysis of which fund companies align their interests with those of fund holders. It measures corporate culture, fund board quality, fund manager incentives, fees and regulatory history.  You can read more about DFA’s ranking here, in which Morningstar refers to the firm’s “strong and distinctive culture that has served investors well.’ This comes as no surprise to our community, but we’re happy to see our partner get the industry’s highest grade when it comes to serving their constituents.


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© 2015, The BAM ALLIANCE

Dimensional Fund Advisors

Dimensional is a different kind of investment firm. Our confidence in the capital markets frees us to think differently about investing and push the frontiers of innovation. Over the years, we have translated financial research into real-world investment solutions, and through our revolutionary approach, investors may seek to capture what the market offers in all its dimensions.

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