Dimensional Fund Advisors

At Clearview our goal has always been simple: to give you a steady, reliable investment approach backed by sound research. With that in mind, we want to share more details about how we’re managing your investments moving forward.

We’re beginning to implement the full lineup of Exchange Traded Funds (ETFs) from Dimensional Fund Advisors (DFA). This is a change that strengthens your portfolio, while keeping Clearview fully in charge of managing your accounts.

Who Is Dimensional Fund Advisors (DFA)?

Dimensional Fund Advisors has been around for more than 40 years and now manages roughly $1 trillion in assets worldwide. What sets them apart from other managers is that they rely on decades of academic research developed by leading economists, including Nobel Prize winners, to shape how their investment strategies are built. DFA focuses on broad, diversified portfolios that aim to capture long-term market growth rather than chase short-term trends.

Why We Chose DFA ETFs for Your Portfolio

Traditional investing often falls into two buckets:

• Traditional Active – Trying to determine which stocks/sectors will go up next           
• Traditional Passive – Following an index (like the S&P 500) exactly as it’s built   

We believe there’s a better approach.  DFA builds portfolios that aim to capture long-term drivers of returns—such as investing in companies that are smaller, lower priced, and more profitable. It’s a steady, disciplined way to invest, and aligns with how we think about long-term investing.

• Unlike traditional index funds that must hold certain companies and buy and sell only on certain days, DFA can implement ETF changes when it makes sense in the real world. This helps avoid unnecessary costs and keeps the portfolio more efficient.
• DFA reviews their portfolios daily to keep them aligned with long-term goals. Index funds only adjust a few times a year.

What This Means

Clearview still manages your accounts. Your accounts remain with your current custodian, with the same statements, and the same Clearview guidance. In other words, DFA provides the investment building blocks, and we use those building blocks to design and manage your portfolio. You benefit from both DFA’s large research team and more sophisticated investment tools while keeping our personal oversight, planning, and day-to-day management. This partnership lets us bring a broader, deeper level of institutional investing without changing your relationship with Clearview or how we manage your portfolio.

We’re excited about what this means for your long-term financial picture and believe DFA’s approach will strengthen the work we’re already doing. If you have questions or want to talk about anything in more detail, we’re always here to help.