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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

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

ETFs

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TAMPs

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Women of Wealth Management


test ting

test ting

May 13, 2016 — 11:41 AM

asdf

Dougie

Dougie

September 15, 2016 — 1:26 AM
Your heavy reliance on acronyms made my head spin. How about a clue?

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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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