Our Globally Diversified Portfolios

DFA
Aggressive
Growth Global
100

DFA Aggressive Growth Global 100 Portfolio

DFA
Aggressive
Growth Global
90/10

DFA Aggressive Growth Global 90-10

DFA
Growth Global
80/20

DFA Aggressive Growth Global 80-20 Portfolio

DFA
Growth Global
70/30

DFA Growth Global 70-30 Portfolio

DFA
Growth Global
60/40

DFA Growth Global 60-40 Portfolio

DFA
Balanced Global
50/50

DFA Balanced Global 50-50 Portfolio

DFA
Moderate Global
40/60

DFA Moderate Global 40-60 Portfolio

DFA
Conservative
Global 30/70

DFA Conservative Global 30-70 Portfolio

DFA
Preservation
Global 20/80

DFA Preservation Global 20-80 Portfolio

DFA Aggressive Growth Global 100
  • US Dimensional Micro Cap Portfolio DFSCX 48%
  • US Dimensional Core Equity 1 Portfolio DFEOX 15%
  • Real Estate Securities Dimensional Portfolio DFREX 3%
  • International Core Dimensional Equity Portfolio DFIEX 25%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 9%
DFA Aggressive Growth Global 90/10
  • US Dimensional Micro Cap Portfolio DFSCX 44%
  • US Dimensional Core Equity 1 Portfolio DFEOX 14%
  • Real Estate Securities Dimensional Portfolio DFREX 2.25%
  • International Core Dimensional Equity Portfolio DFIEX 22.5%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 7.25%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 10%
DFA Growth Global 80/20
  • US Dimensional Micro Cap Portfolio DFSCX 40%
  • US Dimensional Core Equity 1 Portfolio DFEOX 13%
  • Real Estate Securities Dimensional Portfolio DFREX  2%
  • International Core Dimensional Equity Portfolio DFIEX 19%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 6%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 15%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 5%
DFA Growth Global 70/30
  • US Dimensional Micro Cap Portfolio DFSCX 36%
  • US Dimensional Core Equity 1 Portfolio DFEOX 11%
  • Real Estate Securities Dimensional Portfolio DFREX 1%
  • International Core Dimensional Equity Portfolio DFIEX 17%
  • Emerging Markets Core Dimensional Equity Portfolio DFREX 5%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 20%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 10%
DFA Growth Global 60/40
  • US Dimensional Micro Cap Portfolio DFSCX 31%
  • US Dimensional Core Equity 1 Portfolio DFEOX 10%
  • Real Estate Securities Dimensional Portfolio DFREX 1%
  • International Core Dimensional Equity Portfolio DFIEX 14%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 4%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 15%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 10%
  • Intermediate Government Fixed Income Dimensional Portfolio DFIHX 10%
  • Five-Year Global Fixed Income Dimensional Portfolio DFGBX 5%
DFA Balanced Global 50/50
  • US Dimensional Micro Cap Portfolio DFSCX 27%
  • US Dimensional Core Equity 1 Portfolio DFEOX 9%
  • Real Estate Securities Dimensional Portfolio DFREX 1%
  • International Core Dimensional Equity Portfolio DFIEX 10%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 3%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 15%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 10%
  • Intermediate Government Fixed Income Dimensional Portfolio DFIHX 15%
  • Five-Year Global Fixed Income Dimensional Portfolio DFGBX 10%
DFA Moderate Global 40/60
  • US Dimensional Micro Cap Portfolio DFSCX 20%
  • US Dimensional Core Equity 1 Portfolio DFEOX 8%
  • Real Estate Securities Dimensional Portfolio DFREX 1%
  • International Core Dimensional Equity Portfolio DFIEX 9%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 2%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 15%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 10%
  • Intermediate Government Fixed Income Dimensional Portfolio DFIGX 25%
  • Five-Year Global Fixed Income Dimensional Portfolio DFGBX 10%
DFA Conservative Global 30/70
  • US Dimensional Micro Cap Portfolio DFSCX 15%
  • US Dimensional Core Equity 1 Portfolio DFEOX 7%
  • Real Estate Securities Dimensional Portfolio DFREX 1%
  • International Core Dimensional Equity Portfolio DFIEX 6%
  • Emerging Markets Core Dimensional Equity Portfolio DFCEX 1%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 15%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 10%
  • Intermediate Government Fixed Income Dimensional Portfolio DFIGX 30%
  • Five-Year Global Fixed Income Dimensional Portfolio DFGBX 15%
DFA Preservation Global 20/80
  • US Dimensional Micro Cap Portfolio DFSCX 10%
  • US Dimensional Core Equity 1 Portfolio DFEOX 4%
  • Real Estate Securities Dimensional Portfolio DFREX 1%
  • International Core Dimensional Equity Portfolio DFIEX 5%
  • One-Year Fixed Income Dimensional Portfolio DFIHX 15%
  • Two-Year Global Fixed Income Dimensional Portfolio DFGFX 10%
  • Intermediate Government Fixed Income Dimensional Portfolio DFIGX 35%
  • Five-Year Global Fixed Income Dimensional Portfolio DFGBX 20%

Returns

Last 1 Year
Annualized
Return
16.99%
Last 5 Years
Annualized
Return
11.31%
Last 10 Years
Annualized
Return
9.36%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
15.64%
Last 5 Years
Annualized
Return
10.34%
Last 10 Years
Annualized
Return
8.73%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
14.27%
Last 5 Years
Annualized
Return
9.38%
Last 10 Years
Annualized
Return
8.10%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
12.69%
Last 5 Years
Annualized
Return
8.31%
Last 10 Years
Annualized
Return
7.34%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
10.68%
Last 5 Years
Annualized
Return
7.50%
Last 10 Years
Annualized
Return
6.94%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
9.10%
Last 5 Years
Annualized
Return
6.66%
Last 10 Years
Annualized
Return
6.43%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
6.76%
Last 5 Years
Annualized
Return
5.63%
Last 10 Years
Annualized
Return
5.71%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
5.01%
Last 5 Years
Annualized
Return
4.72%
Last 10 Years
Annualized
Return
5.07%
Returns as of August 31, 2018

Returns

Last 1 Year
Annualized
Return
2.96%
Last 5 Years
Annualized
Return
3.68%
Last 10 Years
Annualized
Return
4.28%
Returns as of August 31, 2018

Your Expected Returns

$
$1000 minimum investment
$
Calculate

Your Expected Returns

Based on a performance: 8.54%
$14,479,477
Year
Disclosure

Performance data for custom portfolio mixes are weighted average returns with monthly rebalancing, calculated from the earliest common full month of the underlying funds. Portfolio mixes will not show performance data if the underlying funds are denominated in different currencies.

Performance data and graph above represents past performance. Past performance is no guarantee of future results, and current performance may be higher or lower than the performance displayed. The investment return and principal value of an investment will fluctuate such that an investor's shares, when redeemed, may be worth more or less than their original cost. Total returns include reinvestment of dividends and capital gains and are net of all fees and expenses excluding Exec Planning’s listed management fee and the custodian’s costs for transactions.

These materials are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any security, product, or service.

Executive Planning LLC is an investment advisor registered with the State of Florida. Consider the investment objectives, risks, and charges and expenses before investing.