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Working with financial advisors in the US
With investors in Dimensional* strategies
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.
*“Dimensional” 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., Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.
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.
Units in the Dimensional Wholesale Trusts are generally available only to institutional investors and clients of select qualifying financial advisors that are independent from Dimensional. Such advisors do not receive compensation from Dimensional or its trusts. We believe the decision to hire a financial advisor is in fact a highly personal one. Dimensional does not recommend specific advisors. We will provide, free of any charge or obligation, a list of advisors near you who are authorised to use our trusts.
Please be advised that Dimensional does not endorse, recommend, or guarantee the services of the financial advisors whose contact information we may provide. The financial advisors are independent from Dimensional and not employees or agents of Dimensional. The list will be only a partial list of financial advisors from whom Dimensional currently agrees to accept client investments. By engaging this service, you agree that Dimensional bears no responsibility for the merits and risks of using any of the financial advisors listed and does not represent that any advisor is suitable for you.
Dimensional does not evaluate the financial advisors in any manner. Dimensional does not evaluate the performance or investigate the licensing status or disciplinary history of financial advisors. Dimensional does not and will not supervise any financial advisor and takes no responsibility to monitor the financial advisor’s performance or transactions in an investor’s account. The contact information that you may be provided is for your informational purposes only and you alone bear the sole responsibility of evaluating the merits and risks associated with the use of any financial advisor.
Dimensional urges you to carefully evaluate any financial advisor you may consider hiring. For tips on evaluating a financial advisor, visit the investor information website of the Australian Securities and Investments Commission (ASIC) at www.moneysmart.gov.au, where you may obtain information about choosing a financial advisor, and you can check ASIC’s financial advisors register.
In exchange for receiving a list of financial advisors from whom Dimensional currently agrees to accept client investments into its trusts, you agree not to hold Dimensional liable for any possible claim for damages arising from any decision you make to engage the services of a financial advisor.
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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