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murray@ifa.com

Dimensional's Tax-Managed Funds Conversion to ETFs: What You Should Know

256
by Murray Coleman
Wednesday, April 7, 2021

The switch to ETFs in some tax-managed mutual funds is being structured by DFA as a tax-free ...Read More

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  • Dimensional Fund Advisors

    The Performance of Late-Cycle Premiums

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    by Dimensional Fund Advisors — Thursday, February 25, 2021

    The media has been sharpening its focus on cycles lately, but not in anticipation of the Tour de France. Rather, the financial media’s spotlight is on ...Read More

  • jackson

    FANMAG: Because FAANGs Are So Yesterday

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    by Dimensional Fund Advisors — Thursday, February 18, 2021

    A handful of large technology stocks have garnered attention for outsize returns in recent years. Collectively referred to by the FANMAG acronym, Facebook, ...Read More

  • jackson

    Gauging Market Expectations?

    690
    by Dimensional Fund Advisors — Thursday, February 4, 2021

    A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street news trending on social media even ...Read More

  • murray@ifa.com

    2020 Q4 Market Review

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    by Murray Coleman — Monday, January 18, 2021

    Patient investors who kept their tilts to small-cap and value stocks were rewarded in the year's final ...Read More

  • jackson

    The Right Thing, Not the Easy Thing

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    by Dimensional Fund Advisors — Wednesday, November 25, 2020

    New entrants into the field of systematic investing must look for ways to differentiate themselves. Impressive backtested performance is one way to stand out. ...Read More

  • murray@ifa.com

    2020 Q3 Market Review

    1,489
    by Murray Coleman — Tuesday, November 3, 2020

    IFA's stock and bond indexes kept gaining ground in the year's third quarter. Here's a breakdown of what took ...Read More

  • Dimensional Fund Advisors

    An Exceptional Value Premium

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    by Dimensional Fund Advisors — Friday, October 9, 2020

    It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an ...Read More

  • murray@ifa.com

    2020 Q2 Market Review [VIDEO]

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    by Murray Coleman — Wednesday, July 29, 2020

    Stocks staged a dramatic second quarter reversal, highlighting the need for investors to remain ...Read More