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Dimensional Fund Advisors Proxy Vote

April 7, 2015 by Redwood Wealth Management

We wanted to let you know that you may receive a phone call during the next couple months regarding a proxy vote for Dimensional Fund Advisors (DFA). This call will come from AST Fund Solutions. DFA hired this company to call all shareholders of their mutual funds to ask them to vote on various proposals. The calling campaign began on April 1, 2015. You may feel free to vote or to ignore the call. Rest assured if we did not agree with a result of a proxy vote, we would sell the fund and look for an alternative.

At times, mutual fund companies have proposals that require a certain percentage of shareholders to vote on them to pass. This is the first time in six years that DFA has been required to go through this process so this will not be a common occurrence.

If you have any questions about the proposals or the proxy voting process, please feel free to contact us.

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