Dimensional SMAs
The next dimension in customized investing
Harness the power of Dimensional Investing in separately managed accounts tailored to an investor’s unique needs.
Going Beyond Indexing
Start with a systematic Dimensional strategy built on 40 years of expertise adding value over indexed approaches. Apply multifaceted tax management that goes beyond tax loss harvesting. End up with a solution that pursues higher expected after-tax returns in a flexible, diversified, low-cost manner.
Personalized for Investors
Customize an investor’s SMA for tax management needs; environmental, social, and governance (ESG) values; and individual stock, industry, sector, or country preferences.
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Streamlined for Advisors
Use our online UMA Platform to design, onboard, manage, and monitor investors’ SMAs. Advanced technology streamlines the process so advisors can spend their time serving clients.
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There is no guarantee strategies will be successful. Dimensional does not provide any investment, tax, or financial advice. Investors should consult with their financial advisors and tax professionals about their individual circumstances. Investing involves risks include loss of principal and fluctuating value.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.