Proxy Vote Update: DFA International Social Core Equity Institutional

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients:

Proxy Materials:

rF Voting Results:

Vote Board of Directors:
Election of Director: Reena Aggarwal – FOR
Election of Director: David P. Butler – FOR
Election of Director: George M Constantinides – FOR
Election of Director: Douglas W. Diamond – FOR
Election of Director: Darrell Duffie – FOR
Election of Director: Francis A. Longstaff – FOR
Election of Director: Gerard K. O’Reilly – FOR
Election of Director: Abbie J. Smith – FOR
Election of Director: Heather E. Tookes – FOR
Election of Director: Ingrid M. Werner – FOR

Disclosures

This article was written for information purposes only and its content should not be construed by any consumer and/or prospective client as rebel Financial’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from rebel Financial, or from any other investment professional. See our disclosures page for more information.

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Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.