Have you ever wondered how Leading Edge Financial Planning builds portfolios? We work heavily with Dimensional Fund Advisors (DFA) to help us with scientific data and evidence-based investing methods. DFA’s data is born from the academic community, not Wall Street, and DFA was founded on the research of professors, including Nobel Prize winner Eugene Fama.

On a regular basis, we communicate with a dedicated staff at DFA that provides us with research, data, and guidance. DFA only works with institutional investors and Registered Investment Advisors (RIAs) like us at Leading Edge Financial Planning after completing their investment training program. This program ensures we understand and agree with their investing philosophies.

We believe DFA has successfully determined three characteristics that have historically increased equity portfolio performance: price of stock, size of company, and profitability of company. Click here to learn more. Please see the short video below for a quick introduction to DFA, its founders, and how they use research and technology to help increase investment returns.

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