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The scientific pursuit of
a better way to invest

Rely on science, not speculation

Dimensional is driven by an evidence-based approach, Nobel Prize–winning insights, and decades of expertise applying financial science to real-world portfolios.

43

Years since founding; 30 years in Australia

$1.1T

In firmwide assets under management, AUD (in trillions)

1,600+

Employees in 15 global offices, including Sydney and Melbourne

5

Nobel laureates associated with the firm (29 PhDs on staff)

One

Investment philosophy

Put markets to work for you

You don’t have to outguess the market to beat it. Dimensional uses information in market prices to target outperformance and manage risk.
Stock Pickers
Try to outguess the market
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Find pricing “mistakes”
Indexers
Track the market
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Match the returns of an index
Dimensional
Trust the market
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Use market data and a systematic approach to target higher expected returns
Find pricing “mistakes”
Match the returns of an index
Use market data and a systematic approach to target higher expected returns
Focus on the long term

Look beyond daily headlines and short-term trends with a time-tested investment engine backed by an industry-beating track record. 

Dimensional

81%

US equity and fixed income funds that outperformed benchmarks over 20 years

The Industry

17%

US equity and fixed income funds that outperformed benchmarks over 20 years

US equity and fixed income funds that outperformed benchmarks over 20 years

US domiciled mutual funds and US domiciled ETFs are not offered for sale outside the US. Past performance is no guarantee of future results.

40+ years of expertise capturing higher returns
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Performance data shown represents past performance and is no guarantee of future results.


There is no guarantee strategies will be successful.


Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small and micro cap securities are subject to greater volatility than those in other asset categories. Value investing is subject to risk that may cause underperformance compared to other equity investment strategies. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors. Municipal securities are subject to the risks of adverse economic and regulatory changes in their issuing states.


The material contained on this site has been issued by DFA Australia Limited (AFS Licence No.238093, ABN 46 065 937 671).


Investors should also consider the Product Disclosure Statement (PDS) and the target market determination (TMD) that has been made for each financial product either issued or distributed by DFA Australia Limited prior to acquiring or continuing to hold any investment. Go to dimensional.com/funds to access a copy of the PDS or the relevant TMD. Any opinions expressed in this material reflect our judgement at the date of publication and are subject to change.