June 21, 2012
Info about the Eurozone and Greece regarding your DFA funds
You've likely been following the news about the political and economic issues going on with Greece and the Eurozone.
We thought you might be interested to see what Dimensional Funds' take on this is and how DFA is accounting for this in their family of mutual funds. As you'll see in the article below, Greece is not and has not been an eligible country for DFA's fixed income strategies. There is no Greek debt in DFA's fixed income mutual funds.
Please let us know if you have any questions about this, and thank you again for having us be your financial advisor!
The Eurozone and Greece: A Client Update
by Dimensional Funds - June 18, 2012
Please see the attached link for the article - Eurozone and Greece (June 2012)
“Like the flat fee structure”
“Collaborative, personalized service”
“Their approach to financial planning is well thought out and well planned”
“Personable, they honestly care about me and my family”