I have been with Dimensional Funds since 2006. I used an advisor in Dallas in person and after retirement in 2008 and moving I switched to an on line advisor who was cheaper. Best decision I ever made. The Funds are invested using a very solid approach and they screen advisors to try to avoid lots of switching. I don't have them do anything other than rebalance yearly between my existing funds. My Dallas advisor did initial planning. I brother in law started using a Dimensional Fund advisor when he was unhappy with his Fidelity group. All have been conservative and never push any other product.
Comments
I have been with Dimensional Funds since 2006. I used an advisor in Dallas in person and after retirement in 2008 and moving I switched to an on line advisor who was cheaper. Best decision I ever made. The Funds are invested using a very solid approach and they screen advisors to try to avoid lots of switching. I don't have them do anything other than rebalance yearly between my existing funds. My Dallas advisor did initial planning. I brother in law started using a Dimensional Fund advisor when he was unhappy with his Fidelity group. All have been conservative and never push any other product.
Post: Investing in Dimensional Funds
Link to comment from February 16, 2025