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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