Dimensional Experts

Dimensional operates fundamentally different from traditional stock pickers or index trackers. Rather than trying to find pricing "mistakes" in the market or simply matching index returns, they use market data systematically to target higher expected returns while managing risk.

• •The core philosophy: Trust the market, don't try to outguess it.

Dimensional's investment philosophy rests on decades of financial science—including insights from Nobel laureates associated with the firm. With 29 PhDs on staff and 1,600+ employees across 15 global offices, they apply rigorous, data-driven approaches to real-world portfolios.

• •US Equity Funds - Outperformed benchmarks over 20-year periods
• •Fixed Income Funds - Strategic bond positioning and credit management
• •Systematic Strategies - Rules-based approaches targeting pricing anomalies
• •Global Asset Management - Multi-country exposure and diversification

A successful investment experience isn't just about maximizing returns—it's about maintaining conviction in your strategy while ignoring daily headlines and short-term market swings. Dimensional clients benefit from a time-tested investment engine built to weather market cycles.

"You don't have to outguess the market to beat it." - Dimensional's core investment thesis

• •$944 Billion USD in firmwide assets under management (varies by currency reporting: $1.4T AUD, $1.3T CAD, €804M EUR)
• •15 Global Offices including locations in Australia, Canada, Europe, and Asia
• •1,600+ Employees supporting institutional and individual investors worldwide

Dimensional doesn't manage money directly for individual investors. Instead, they partner with financial advisors who are trained in their investment philosophy. Finding an advisor in your area who works with Dimensional puts you in touch with someone committed to evidence-based, long-term wealth management.

All investments carry risk. Small and micro-cap securities show greater volatility than other asset categories. Value investing strategies carry risk of underperformance versus other equity approaches. Fixed income investments are subject to interest rate risk, credit quality changes, and liquidity considerations. Past performance does not guarantee future results.