Ex DFA CIO launches competitor which will also have ETFs

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pascalwager
Posts: 1824
Joined: Mon Oct 31, 2011 8:36 pm

Re: Ex DFA CIO launches competitor which will also have ETFs

Post by pascalwager » Wed Jul 29, 2020 11:37 am

I'm now using AVDV (intl small cap value ETF) as a rebalancing partner with DFISX (intl small company fund) in an old DFA stock funds portfolio that hadn't been rebalanced since 2011--I'm not allowed to buy more DFA shares. AVDV is currently 12.9% of the revised portfolio (25% allocations of LV/SC/ISC/EM).

MotoTrojan
Posts: 10017
Joined: Wed Feb 01, 2017 8:39 pm

Re: Ex DFA CIO launches competitor which will also have ETFs

Post by MotoTrojan » Fri Jul 31, 2020 12:21 pm

pascalwager wrote:
Wed Jul 29, 2020 11:37 am
I'm now using AVDV (intl small cap value ETF) as a rebalancing partner with DFISX (intl small company fund) in an old DFA stock funds portfolio that hadn't been rebalanced since 2011--I'm not allowed to buy more DFA shares. AVDV is currently 12.9% of the revised portfolio (25% allocations of LV/SC/ISC/EM).
Nice choice. I would dump it all into AVDV myself.

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