Dimensional ETFs

Go beyond indexing

Dimensional’s exchange-traded funds (ETFs) are built on 40 years of experience using financial science to pursue higher expected returns for investors.
Dimensional ETFs Thumbnail
Higher Expected Returns

Market prices contain reliable information that can be used to position portfolios toward outperformance.

Learn More:

Go Beyond Indexing with Dimensional

Flexible Daily Process

Every day, we actively manage our strategies through a flexible process that allows us to focus on reducing costs and minimising risks.
​

Learn More:

Making Cash Flows Count

Broad Diversification

Our broadly diversified portfolios make investment outcomes more reliable while offering portfolio managers and traders rebalancing options that add value.


Learn More:

Pursuing a Better Investment Experience

The financial markets have rewarded long term investors

While daily market news and commentary may challenge an investor’s discipline, stock markets have a long history of delivering growth that has more than offset inflation—despite the headlines.

Dimensional ETFs can help investors increase their wealth over time with broadly diversified exposure to stock markets.

GROWTH OF A EURO, 1975–2024 (COMPOUNDED MONTHLY)

A graph shows the growth in the value of a euro from 1975 to 2023, compounded monthly. The first Y-axis shows euro amounts, from 10 euros to 1000 euros. The second Y-axis shows values for these categories: Global small cap, Global large value, MSCI World, Euro short term rate, and inflation. The X-axis shows beginning year 1975 and ending year 2023. Each of the categories begins at one euro in 1975 and grows, with the most significant dip in the 2000s. Ending values for 2023 are: 550 euros for Global small cap; 257 euros for Global large value; 115 euros for MSCI World; 6 euros for Euro short term rate; and 3 euros for inflation.

Past performance is no guarantee of future results. Data presented in the Growth of €1 chart is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The chart is for illustrative purposes only and is not indicative of any investment. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

Going where the science leads

Decades of academic and empirical research provide insight on what drives market returns over the long term. Dimensional ETFs are designed with an emphasis on research-backed drivers (or “dimensions”) of higher expected returns.

Three text boxes showing dimensions of expected returns for equities. First box is company size: small company stocks outperform large company stocks over time. Second box is relative price: value stocks outperform growth stocks, or those with relatively higher prices, over time. Third box is profitability: high profitability company stocks outperform low profitability company stocks over time.
Profitability: A company’s operating income before depreciation and amortisation minus interest expense scaled by book equity.

Pursuing higher expected returns

The benefits of flexibility are evident in many aspects of life. It’s true for investing, as well. Dimensional ETFs use daily flexibility to improve each stage of our investment process.

Three sets of text boxes showing benefits of being flexible. First set says Stay Current: While driving, using a GPS that adapts to traffic patterns in real time is better than relying on a static map >>> Like traffic, stock prices and market conditions are always changing. Dimensional’s flexible daily process uses real-time information in market prices to position our portfolios toward higher expected returns and to manage risks. Second set says Shop Sensibly: When you go to the grocery store, you use the list of what you need to buy that week because you might not need one of everything in the store >>> Each day, Dimensional buys and sells stocks based on what can improve expected returns. That’s daily flexibility many index funds don’t have. Third box says Reduce Costs: On Valentine’s Day, the high demand for roses drives up prices. Smart gifters may opt for tulips instead >>> Dimensional can avoid price pressures around events like index rebalancing, when funds that track an index have to trade. This flexibility allows us to reduce trading costs.
Connect With Us

To learn more about how we work with financial professionals to deliver a better way to invest, contact our Client Services team via the web form or on +44 (0) 20 3033 3300.

Read our Privacy Policy.