Dimensional Reduces Fees on Global Equity and World Allocation Trusts

Dimensional Reduces Fees on Global Equity and World Allocation Trusts
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Sep 11, 2025

1 minutes

Dimensional Fund Advisors, a global leader in systematic factor investing, has announced it will reduce management fees for some of it most widely used Trusts. This is in addition to the reduction in management fees for six long-standing equity Trusts announced last month. All reductions will apply from 1 October 2025, with benefits flowing broadly to investors across Dimensional’s client base.

Throughout its history, Dimensional has continually enhanced its investment solutions and sought to pass efficiencies and benefits of scale along to clients. The firm is proactive in taking a long-term view and maintaining competitive pricing for the value it delivers over index, traditional, and systematic active alternatives.  

“For 40 years, Dimensional has been an industry leader in providing low-cost, diversified strategies. These fee reductions reaffirm our commitment to supporting financial professionals by offering world-class systematic investment solutions designed to deliver a great investment experience,” Dimensional Australia CEO, Bhanu Singh said. “We believe these fee reductions represent a meaningful improvement to our already competitive fees.” 

The reductions being announced today are as follows, and will be effective on or around 1 October 20251.

This is in addition to the reductions previously announced, also effective on or around 1 October 20251.

Footnotes

  1. 1. The reductions in Management Fees will take effect on or around 1 October 2025, and will be reflected on our website at www.dimensional.com/au-en/funds upon becoming effective.

Disclosures

This material is issued by DFA Australia Limited (AFS License No. 238093, ABN 46 065 937 671). This material is provided for information only. No account has been taken of the objectives, financial situation or needs of any particular person. Accordingly, to the extent this material constitutes general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. Investors should also consider the Product Disclosure Statement (PDS) and the target market determination (TMD) that have 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.