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EFS ADVISORS CHOICE PROGRAM Contact Phone: 763.689.9023 Toll Free: 877.403.2374 Fax: 763.689.3742 educators financial×efsadvisors.com www.efsadvisors.com DFA Global Allocation 60/40 is a portfolio

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This fund is suitable for individuals who prefer a pre-established allocation mix of 60% stocks and 40% bonds, providing exposure to both asset classes.

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What is dfa global allocation 6040?

DFA Global Allocation 6040 is an investment strategy offered by Dimensional Fund Advisors that allocates 60% to global stocks and 40% to global bonds.

Who is required to file dfa global allocation 6040?

Investors who hold DFA Global Allocation 6040 in their investment portfolio are required to file it on their tax returns.

How to fill out dfa global allocation 6040?

Investors can fill out DFA Global Allocation 6040 by reporting the relevant investment income and tax information on their tax returns.

What is the purpose of dfa global allocation 6040?

The purpose of DFA Global Allocation 6040 is to provide investors with a diversified investment strategy that balances exposure to global stocks and bonds.

What information must be reported on dfa global allocation 6040?

Investors must report any dividend income, interest income, and capital gains/losses from DFA Global Allocation 6040 on their tax returns.

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