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In global institutional assets under management

 

Source: Pensions & Investments 2016

Working with financial advisors in the US

With investors in Dimensional* strategies

Financial Advisors on Investing

When you see markets differently, you live your life differently. Hear financial advisors address common investment questions and discover how qualified advice can improve your investment experience.


How Do I Handle the Ups and Downs in the Market?

(02:45)

Why Should I Invest Internationally?

(02:44)

Is Now a Good Time to Be in the Market?

(02:39)

 
Robert Merton
ROBERT MERTON
Nobel laureate, 1997 Professor, MIT; Resident Scientist, Dimensional Holdings
“Knowing that someone has the incentive to work for you, rather than do something else, is pretty fundamental.”

*“Dimensional Global Firms” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd.

For informational purposes only. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor. We urge you to carefully evaluate any advisor whom you may consider hiring. You are responsible for monitoring your advisor's investment performance. We will not supervise or monitor the advisor's activities or your account, nor are we responsible for the performance of your investments. We have no discretionary authority or control with respect to how your advisor manages your investment assets. We disclaim any responsibility or liability for any damages arising from your decision to engage the services of an advisor.

DFA Australia Limited is the holder of AFS Licence No.238093 issued by the Australian Securities and Investments Commission. A Product Disclosure Statement (PDS) for the Dimensional Wholesale Trusts, under which offers to invest in these trusts are made, is available from DFA Australia Limited as the issuer of the PDS or by download from our website. Investors should consider the current PDS in deciding whether to invest in the trusts, or to continue to hold their investments in the trusts.

Investing involves risks such as fluctuating value and possible loss of principal investment.

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Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional Funds.

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* All advisors shown in the search results manage at least $10 million in total assets and have used Dimensional funds for at least one year (based on data known to Dimensional).