Dimensional Fund Advisors
Dimensional Fund Advisors is an investment firm that provides educational resources to advisors and access to funds upon expedited approval. It manages assets exclusively for institutional investors and clients of fee-based advisors.
Getting Started
Contact Dillon Hewitt-Castillo via phone (704) 448-8165) or email (Dillon.Hewitt-Castillo@dimensional.com) and let him know you're an XYPN member.
XYPN Benefit
You can get DFA fund approval more quickly and easily! Our partnership with DFA allows XYPN members to have a one-on-one virtual video meeting instead of a traditional in-office meeting. Typically, a new firm is required to have an in-person meeting with a Dimensional team member before being allowed to proceed with the approval process.
Approval Steps
- Complete a virtual 15-20 min initial interest call.
- Complete a second virtual call regarding investment philosophy, fund lineup, and resources available to you.
- Attend a Foundations Conference virtually or in person.
Please note XYPN members are NOT automatically allowed to offer DFA if they don’t fit the profile for a typical firm they work with (i.e., believing in any stock picking/market timing/tactical investment approach).