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How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday, May 9, 2016 – 8:30 PM by Irwin Stein
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Former DFA exec John Blood is migrating his portfolios toward 'factor' ETFs, and away from DFA mutual funds.

Related Moves

After adding an ex-iShares product chief to call the shots and -- oye -- lowering fees, Dimensional Fund Advisors humbly and belatedly charges into ETFs and should score $5 billion in two years, an analyst says

DFA nabbed Nicole Hunter's BlackRock ETF playbook and committed to ETF-level fees to show the industry it plans to play to win assets -- even if some come from within.

November 12, 2020 – 4:43 AM

How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

November 20, 2019 – 10:19 PM


Mentioned in this article:

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Symmetry Partners, LLC
TAMP
Top Executive: Patrick A. Sweeny

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




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