Proxy Vote Update: Dimensional Funds (DFA)

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

rF Voting results:

  1. Vote for the election of of the following nominees:
    1. David G Booth – For
    2. George M Constantinides – For
    3. John P Gould – For
    4. Roger G Ibbotson – For
    5. Edward P Lazear – For
    6. Eduardo A Repetto – For
    7. Myron S Scholes – For
    8. Abbie J Smith – For
  2. Approval of the updated investment management agreement with Dimensional Fund Advisors LP – For
  3. Approval of an amendment to the fundamental investment limitation regarding investment in commodities – Against.
Post by 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.