We're excited to partner with DFA to allow members to more easily gain access to their platform, training, and funds.
How do I benefit from the partnership?
The main DFA perk of XYPN membership is that it replaces the in-office meeting with a one-on-one virtual video meeting. Typically, a new firm has the in-person meeting with a Dimensional team member, whereas now they offer a more streamlined approach for XYPN members. Click here to review slides to their previous webinar.
Am I guaranteed approval?
XYPN members are NOT automatically allowed to offer DFA. If someone doesn’t fit the profile for a typical firm that DFA works with (i.e. if you believe in any sort of stock picking/market timing/a tactical investment approach, etc.) then Dimensional will choose not to move forward in working together.
How do I sign up?
You will begin by emailing Dimensional indicating your interest in DFA approval. The actual approval process is made up of a few simple steps, described below.
Email Cameron Gregg at Cameron.Gregg@dimensional.com to begin the process, indicating that you are an XYPN member.
Cameron will schedule a 10-15 min initial interest call to determine if the advisor is a good fit (i.e. not tactical) for DFA.
If you are a good fit, Cameron will send you a Discovery Form as follow-up, which you will return via email at your convenience.
Dimensional will then put together a Discovery Portfolio Analysis based on the investments listed on your Discovery Form.
Cameron will schedule a one-on-one virtual video call with you to discuss the analysis in further detail.
If all still looks mutually beneficial, Cameron will extend an invitation for you to attend one of Dimensional’s Foundations Conferences (held every month in Austin and Santa Monica).
Once these steps are complete, you should be good to go! TDAI will be notified of your approval, and you will gain access to DFA funds on the TD platform.
If you have any questions, please contact firstname.lastname@example.org.