Dimensional 360
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.
View our upcoming events schedule
Conferences
The conference program is at the center of our educational outreach. Gain valuable insights into investment theory and application along with training in client communication and practice management to help build a successful business offering.
View 2026 brochure
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.
Practice Management
Explores ways to manage and grow your business using data from Dimensional’s Global Advisor Study and Global Investor Study.
Deals and Succession
Evaluates the current M&A landscape, business strategies, and best practices through interactive sessions that feature industry experts and idea sharing.
Sustainability
Showcases insights into sustainability, including the science and economics of climate change, corporate governance, and Dimensional’s investment methodology.
Defined Contribution
Features prominent academics, industry stakeholders, and experts in retirement plan design. Appeals to specialists and wealth managers serving retirement plans.
Investor Symposium
Features Dimensional thought leaders and senior executives speaking on markets and Dimensional Investing. Designed for end investors and their advisors.
Workshops
We supplement major events with smaller gatherings that focus on specialized training and targeted interactions. Events are built around investment application, communication training, and practice management topics.
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.
Applied Business Strategy
Explores methods for gaining new clients and growing an advisory practice based on insights from experts and Dimensional research.
Communities
You can connect with other professionals with shared interests, specializations, and business models. The events offer avenues for idea sharing and collaboration.
Learn more about our Client Communities
Executive Forums
Designed for C-suite (CEO, CIO, COO, Director of Financial Planning) and partner-level executives at larger and more complex firms.
Study Groups
Created for advisors within specific geographic regions or target markets who meet periodically in person and virtually.
Women & Wealth
Features workshops on investments, marketing, communication, and other tools to better serve women clients.
Emerging Talent Cohorts
Tailored for next-generation leaders at growth-oriented firms.
Advisory Councils
Held with industry thought leaders whose feedback helps shape Dimensional strategy.
Webcasts
Our live and recorded webcasts keep you informed on the latest investment and business strategy topics. These are offered by category and include sessions for end-investor audiences.
Explore webcast highlights
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 On Demand
Satisfy continuing education requirements using our online modules. For CFP and Investment & Wealth Institute professionals.
View available courses
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.