Considering DFA funds.
Pros/Cons
All taxable account.
DFA funds vs. Vanguard
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Re: DFA funds vs. Vanguard
Beware the tax consequences of holding DFA funds in taxable accounts. DFA has a nasty habit of large cap gains distributions. Personal experience from holding DFA Vector funds in taxable over the past decade is negative from a tax point of view. In 2017, if memory serves, DFA Vector distributed between 2-3% of NAV as LT cap gains.
New money goes to comparable ETFs in my case.
New money goes to comparable ETFs in my case.
Re: DFA funds vs. Vanguard
DFA has tax managed funds which have similar or better tax costs to comparable ETFs. What’s the goal? If you are looking to implement a simple portfolio with a moderate small value tilt you might like the simplicity of DFA’s core funds such as DFTCX and DFTWX. Will a portfolio of DFA funds beat index funds, even without the advisory fee that usually comes along? No one can tell you that with any degree of certainty.cheapskate wrote: ↑Thu Jul 26, 2018 12:13 am Beware the tax consequences of holding DFA funds in taxable accounts. DFA has a nasty habit of large cap gains distributions. Personal experience from holding DFA Vector funds in taxable over the past decade is negative from a tax point of view. In 2017, if memory serves, DFA Vector distributed between 2-3% of NAV as LT cap gains.
New money goes to comparable ETFs in my case.