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Many of the investments we utilize in client accounts come from Dimensional Fund Advisors.  Most clients are not familiar with DFA, but in fact they are one of the 15 largest mutual fund companies in the United States, managing more than $200 billion for individual and institutional investors.  DFA has made its mark by maintaining close ties to leading economists and academics who help identity leading research that can be beneficial to investors.  The DFA team works to interpret, rigorously test, and consider the practical applicability of those ideas in carefully implemented investment strategies.

So why isn’t DFA a household name?  The simple answer is that DFA doesn’t want to be a household name.  DFA doesn’t advertise or offer its funds through retail distribution channels.  Unlike nearly all other fund companies, DFA doesn’t take all comers to its funds.  In fact, the only entities in the country that have access to DFA funds are large institutional investors and independent advisors that DFA has personally vetted and approved.  Altamont is one of these approved independent advisors due to our strategic partner relationship with Capital Directions.

DFA’s client list reads like a Who’s-Who of the country’s premier corporations, public retirement plans, and non-profit institutions, including:

  • AT&T Inc.
  • Boeing Corporation
  • Carnegie Mellon University
  • Kellogg Company
  • Merck
  • PepsiCo, Inc.
  • Packard Foundation
  • Pfizer, Inc.
  • Sara Lee Corporation
  • St. John’s Hospital
  • and many more….

For more information on Dimensional Fund Advisors: https://us.dimensional.com/

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