The Dimensional Difference
Every investment strategy at Dimensional is driven by a research-backed approach designed to maximize returns while minimizing costs and risk.
Aim higher
The Dimensional difference is the outperformance we aim to deliver over benchmarks and peers by applying the science of investing.
At Dimensional, we pursue this return advantage through a data-backed, repeatable approach to implementation that we have been fine-tuning for more than four decades. This implementation advantage has allowed us to beat the performance of both traditional active funds and passive index funds.
How many funds beat their benchmark over the past 20 years?
Index Funds
Indexers only try to match a benchmark, not beat it.
Traditional Active Funds
17%
Dimensional Funds
84%
Past performance is no guarantee of future results.
Investors can choose from a range of equity solutions based on how they want to balance risk and expected return. One type of risk is how much your portfolio deviates from the total market. We deviate from the market to pursue a higher-than-market return. But the greater the deviation, the higher the risk of underperforming at times.
Our Market series can be a great starting point. Its deviations from the market are modest while pursuing outperformance. You can turn it up from there by deviating from market weights to target higher expected returns in our Core solutions. The Vector offering goes even further in that pursuit. You can also customize your portfolio with Component solutions that concentrate on targeted areas of the market to help meet your specific needs.
How much outperformance do you want to target?
A full range of investment solutions backed by financial science
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.
Securities lending involves risks. Revenue is not guaranteed and will fluctuate.
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.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.
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.