D360
Dimensional 360®

Education and Training

Dimensional events cover a diverse range of topics suitable for various audiences. Held throughout the year, the events are designed to enhance your technical knowledge, provide access to Dimensional experts and thought leaders, and encourage professional networking.
Dimensional has a long history of educating financial professionals about the science of investing and helping them manage and grow their business. We host events throughout the year at our headquarters in Austin, the live music capital of the world, on the East Coast in Charlotte's vibrant South End, and on the West Coast in Santa Monica, overlooking the Pacific Ocean. Explore topics like building portfolios grounded in financial science, the power of effective storytelling, and the hidden costs of indexing. You'll hear from Dimensional subject matter experts, Nobel laureates long associated with the firm, and other leading academics and economists. And you can earn continuing education credits in many sessions. In addition to advancing your knowledge on markets and the latest empirical research, Dimensional events promote networking and idea sharing with fellow professionals across the industry. When I first learned about Dimensional, it was kind of like a revelation of a whole new way to look at investments. The speakers are all amazing, they're engaging. They're not just people who have learned a script. These are the people actually doing the work. This is a great place to come and learn about how to address, you know, what the current topic or issue of the day is. DFA's not in competition with any advisor, they're actually here to support. There's always new ideas that are being thrown about and it seems like Dimensional really tries to stay at the cutting edge. We keep coming back because there's always something new that's gonna ultimately be impactful for us. Learn, network, and grow at a Dimensional event. We look forward to hosting you soon.
Foundations
Introduces Dimensional’s market-based philosophy and investment approach to present a broad view of our strategies and research.
Applied Investments
Features investment-related themes while focusing on strategy implementation through research, portfolio design, management, and trading.
Applied Communications
Designed to help advisors structure a more effective communication strategy by applying the 4S Framework® to different conversations and learning styles.
Practice Management
Explores ways to manage and grow your business using data from Dimensional’s Global Advisor Study and Global Investor Study.
Deals & Succession
Evaluates the current mergers and acquisitions landscape, business strategies, and best practices through interactive sessions that feature industry experts and idea sharing.
Annual Institutional Symposium
Brings together institutional investment professionals to share ideas and hear the latest thinking on the economy, markets, academic research, and investing.
Communications Masterclass
Moves beyond basic communication frameworks to explore more advanced applications across a wide range of client interactions.
Investor Symposium
Features Dimensional thought leaders and senior executives speaking on markets and Dimensional Investing. Designed for end investors and their advisors.
Lunch & Learn
Designed as small, informal sessions for sharing timely insights on key investment themes and strategies for client portfolios. 
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Executive Forums
Designed for C-suite (CEO, CIO, COO, director of financial planning) and partner-level executives at larger and more complex firms.
Principal Strategy Groups
Created for principals seeking to interact with like-minded peers on investments, human capital, client service, and operational strategy.
Women & Wealth

Designed to help advisors understand the needs and challenges of women clients and share insights into better serving them.

 

View overview (PDF)

NEXT for Leaders
Connects the next generation of leaders at growth-oriented financial advisory firms, offering a venue for learning and collaboration.
Advisory Councils
Held for industry thought leaders at firms whose feedback helps inform Dimensional strategy. 
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Market Reviews
Dimensional investment specialists review the global financial markets and portfolio returns in the context of significant events during the period.
Dimensional Investing
Dimensional specialists offer a deeper perspective on strategy performance, implementation, and global markets.
Insights from a Thought Leader
Dimensional leaders and industry experts share their perspectives on the economy, markets, and investing.
Investor Experience
Our investment and client communications teams offer insights for end investors seeking a deeper perspective on issues affecting their financial journey.
Practice Management
Practice management experts discuss principles, strategies, and benchmarking data to help you address business challenges and growth strategies.
Effective Communication
Our client services and communication teams offer techniques for improving investors’ understanding of markets and investing.
CE Credits

Connect with Us

We built our business on supporting yours. To learn more about Dimensional’s evidence-based solutions and 360-degree services, send us a message or contact our client support team at (512) 306-4308.

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