THE DIMENSIONAL DIFFERENCE

Dimensional Investing

is about implementing the

great ideas in ﬁnance

Dimensional Investing is about implementing the great ideas in ﬁnance

A culture of academic inquiry has been Dimensional’s bedrock from the start. Our firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise pursuing higher returns while maintaining low costs and diversification.

Our investment process reflects years of innovation and refinement, and this has translated into better returns for investors.

Our commitment to research, rigor, and the pursuit of truth has helped transform the industry toward more transparent, data-driven solutions for investors. That commitment continues to propel Dimensional forward today.

On the Leading Edge Applying Financial Science

Dimensional’s investment approach is grounded in economic theory and backed by decades of empirical data. Our ongoing research to understand what drives returns and to uncover insights that are useful moving forward fuels innovation at the firm.

We hold research to a high standard and only act on findings we firmly believe can benefit investors.

This culture of uncompromising research emerged from top minds in finance, and it lives on in our daily work at the firm.

Driven by the Power of Markets

Markets do an excellent job adjusting to new information and incorporating the expectations of millions of buyers and sellers into prices—in real time.

Prices change based on what’s happening right now and what people think will happen in the future. That means that stock prices are a good representation of fair value and are always adjusting for a positive expected return. Markets have to work this way—otherwise, nobody would agree to invest.

If markets worked another way, opportunities would continually arise for investment managers to identify pricing “mistakes” and convert them into higher returns.

But more than 50 years of academic research show that the vast majority of managers consistently underperform benchmarks.

Rather than trying to find what markets got wrong, at Dimensional, we use the information contained in prices to seek better returns and manage risk.

Trusting markets means we take a less subjective, more systematic approach to investing—an approach we can implement consistently around the world and across asset classes.

Adding Value at Every Turn

Our evidence-based approach guides us at every point in the investment process, from conducting research, to designing portfolios, to considering when and how to trade.

We build portfolios that emphasize dimensions of the market that research shows have higher expected returns.

Our flexible process is another way we add value. As market prices change every day, a strategy that rebalances only once or twice a year, like most index funds, can leave returns on the table.

At Dimensional, we buy and sell securities based on up-to-date information on what can improve returns.

If we didn’t do better than index funds, we wouldn’t have a business.

David Booth

Founder and Chairman

Our long-term track record shows the value our approach has delivered over indexing. What started with the launch of our first fund in 1981 still holds true today. Every dollar invested is backed by financial science and Dimensional’s commitment to providing an outstanding investment experience.

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A full range of investment solutions backed by financial science

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Equity

Broadly diversified, cost-effective equity solutions that improve upon indexing

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Fixed Income

Flexible, systematic fixed income solutions to suit investor needs across a range of market conditions

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Disclosures

Performance data shown represents past performance and is no guarantee of future results.

There is no guarantee strategies will be successful. Diversification neither assures a profit nor guarantees against loss in a declining market.

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 which 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.

This material is issued by Dimensional Fund Advisors Canada ULC for registered investment advisors, dealers, and institutional investors and is not intended for public use. The other Dimensional entities referenced herein are not registered resident investment fund managers or portfolio managers in Canada.

This material is not intended for Quebec residents.

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise noted, any indicated total rates of return reflect the historical annual compounded total returns, including changes in share or unit value and reinvestment of all dividends or other distributions, and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Nothing on this website shall constitute or serve as an offer to sell products or services in any country or jurisdiction by any Dimensional global firm. For informational purposes only. All information is given in good faith and without warranty and should not be considered investment advice or an offer of any security for sale.

Merton Miller served on the board of directors of an affiliate of Dimensional Fund Advisors Canada ULC from 1981–2000.

Robert Merton and Eugene Fama provide consulting services to an affiliate of Dimensional Fund Advisors Canada ULC.

Myron Scholes was a member of the Independent Review Committee for the Dimensional Funds organized under the laws of British Columbia, Canada from 2007-2021.

Eugene Fama also serves on the board of directors of an affiliate of Dimensional Fund Advisors Canada ULC.

Douglas Diamond is a member of the Independent Review Committee for the Dimensional Funds organized under the laws of British Columbia, Canada.