Mentioned On
Episode Mentions
BiggerPockets Money Podcast · Feb 20, 2026
AVUV vs VTSAX: Why Small Cap Value Could Outperform
“Pioneer in factor investing since 1990s; developed methodology now offered as ETFs; DFSVX fund referenced as predecessor to AVUV”
Small Cap Value InvestingFactor-Based InvestingIndex Fund Construction and Algorithms
View AnalysisBiggerPockets Money Podcast · Feb 17, 2026
Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth
“Pioneering firm in factor-based investing; Merriman credits DFA workshop with converting him to buy-and-hold indexing; now offers ETFs to retail investors”
Index Fund Strategy and Asset Class DiversificationFactor-Based Investing and Non-Traditional Index FundsBuy-and-Hold vs. Market Timing Strategies
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