DFA Foundations
The year Dimensional launched the first strategy
What is 1981?
This is the year Dimensional completed the first mutual fund to ETF conversion
What is 2021?
These are the three long-term drivers of bond returns
What is term, credit, and currency?
This Dimensional employee spearhead's DWOS
There are this many DFA offices globally
What is 15?
This is the profitability metric
What is operating income before amortization and depreciation minus interest expense divided by book value?
This is the first fixed income fund
What is One-Year Fixed Income Portfolio (DFIHX)?
This is the third piece of knowledge, skill and ...
What is discipline?
These are the five past and present DFA directors that are Nobel prize winners
Who are Fama, Merton, Diamond, Miller, and Scholes ?
Every strategy that invests in small caps, excludes these small cap stocks
What are small cap growth stocks with low profitability and small caps with high asset growth
Dimensional invests in these many currencies
What is 12?
When handling an objection, we want to stay above this 2-D shape.
What is a line?
This is the valuation framework
What is Market Value = Expected Future Cash Flows / Discount Rate ?
This equity fund has the most AUM
What is US Core Equity 1 Portfolio (DFEOX)
This fixed income fund has the most AUM
What is the Investment Grade Portfolio (DFAPX)?
This is the first step in Handling Objections
What is encourage?
There are this many DFA US domiciled Mutual Funds and ETFs
What is 154?
These stocks are referred to as the Magnificent 7
What is Apple, NVIDIA, Microsoft, Amazon, Alphabet, Tesla, and Meta
In the past calendar year, the US Yield Curve has moved in this direction
What is upward sloping?
This non-Dimensional employee was instrumental in creating DWOS
Who is Craig Wortmann?