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
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
DFA Aggressive Growth Global 90/10
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
DFA Growth Global 80/20
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
  • Two-Year Global Fixed Income Dimensional Portfolio
DFA Growth Global 70/30
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio DFIHX
  • Two-Year Global Fixed Income Dimensional Portfolio
DFA Growth Global 60/40
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
  • Two-Year Global Fixed Income Dimensional Portfolio
  • Intermediate Government Fixed Income Dimensional Portfolio
  • Five-Year Global Fixed Income Dimensional Portfolio
DFA Balanced Global 50/50
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
  • Two-Year Global Fixed Income Dimensional Portfolio
  • Intermediate Government Fixed Income Dimensional Portfolio
  • Five-Year Global Fixed Income Dimensional Portfolio
DFA Moderate Global 40/60
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
  • Two-Year Global Fixed Income Dimensional Portfolio
  • Intermediate Government Fixed Income Dimensional Portfolio
  • Five-Year Global Fixed Income Dimensional Portfolio
DFA Conservative Global 30/70
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • Emerging Markets Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
  • Two-Year Global Fixed Income Dimensional Portfolio
  • Intermediate Government Fixed Income Dimensional Portfolio
  • Five-Year Global Fixed Income Dimensional Portfolio
DFA Preservation Global 20/80
  • US Dimensional Micro Cap Portfolio
  • US Dimensional Core Equity 1 Portfolio
  • Real Estate Securities Dimensional Portfolio
  • International Core Dimensional Equity Portfolio
  • One-Year Fixed Income Dimensional Portfolio
  • Two-Year Global Fixed Income Dimensional Portfolio
  • Intermediate Government Fixed Income Dimensional Portfolio
  • Five-Year Global Fixed Income Dimensional Portfolio

Returns

Last 3 Year
Annualized
Return
9.10%
Last 5 Years
Annualized
Return
6.29%
Last 10 Years
Annualized
Return
13.30%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
8.35%
Last 5 Years
Annualized
Return
5.82%
Last 10 Years
Annualized
Return
12.17%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
7.63%
Last 5 Years
Annualized
Return
5.38%
Last 10 Years
Annualized
Return
11.08%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
6.83%
Last 5 Years
Annualized
Return
4.80%
Last 10 Years
Annualized
Return
9.86%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
6.05%
Last 5 Years
Annualized
Return
4.45%
Last 10 Years
Annualized
Return
9.00%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
5.32%
Last 5 Years
Annualized
Return
4.09%
Last 10 Years
Annualized
Return
8.07%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
4.40%
Last 5 Years
Annualized
Return
3.58%
Last 10 Years
Annualized
Return
6.94%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
3.60%
Last 5 Years
Annualized
Return
3.14%
Last 10 Years
Annualized
Return
5.90%
Returns as of November 30, 2018

Returns

Last 3 Year
Annualized
Return
2.68%
Last 5 Years
Annualized
Return
2.55%
Last 10 Years
Annualized
Return
4.74%
Returns as of November 30, 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.