Greath Wealth -Investment Information & Services

Funds Through Dimensional Fund Advisors Inc.

Although Schulz Financial has access to thousands of investments, most clients choose to invest most of their portfolio with Dimensional Fund Advisors (DFA Funds). DFA, which manages over $125 billion in assets and has been in business since 1982, primarily serves institutional clients, including:

  1. Arizona State Retirement System
  2. Indiana Public Employees Retirement Fund
  3. Utah State Retirement Systems
  4. Carnegie Mellon University
  5. Kansas University Foundation
  6. Companies like AT&T, Boeing and Pepsi
  7. Other organizations too numerous to name

Schulz Financial is completely independent and its only source of revenue is its clients, but it’s a privilege to offer funds from DFA Funds. We encourage you to Google Dimensional Fund Advisors and review the encouraging information you’ll find.

Would you like to raise your return, reduce your risk and cut your costs? Sign up for our newsletter and check out our blog, or better yet, consider adding Schulz Financial to your investment team.


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