Dimensional Perspectives

In 2017, Dimensional conducted an investor feedback survey on behalf of advisors who work with our firm. The findings show that investors place a high value on the sense of security they receive from their financial advisor relationships.

How do you primarily measure the value received from your advisor?
Top four responses
How do you primarily measure the value received from your advisor? Top four responses

For more highlights from the survey, please visit our Global Investor Insights

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This material has been prepared by Dimensional Fund Advisors LP and is provided in Australia by DFA Australia Limited (AFS License No. 238093, ABN 46 065 937 671) for information only. 

During February and March of 2017, 18,967 investors who are clients of financial advisors who work with Dimensional completed the survey in the US, Canada, Europe, and Australia and New Zealand. The survey is open to all advisory firms that work with Dimensional. It is administered through a confidential online questionnaire, and investor responses are anonymous. Dimensional collects and organizes the data, and reports aggregate results to participating advisory firms.