Merrill Resource Center​

Dimensional Investing is about implementing the great ideas in finance for our clients. Please watch this short video to learn more about who Dimensional is and get a glimpse into how our clients can use our resources to support engagement and business development opportunities.


ML25-003679 | 05/06/2026


Microsite Code: ML25-003713 | Expiration: 05/07/2026

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To learn more about how we work with Merrill financial professionals to deliver a better way to invest, send us a message. Click the map in the Professional Use Resources section to find your Dimensional support team’s contact information or start the conversation here.


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Featured Content

Brochure | Client Ready

Dimensional ETF Models Overview

ML23-007599 | 11/05/2025
Dimensional ETF Models Overview

One-Pager | Professional

28 Code Lineup

ML24-006585 | 09/27/2025
28 Code Lineup

Guide | Client Ready

ETF Quick Guide

ML25-003715 | 05/07/2026
ETF Quick Guide

Video | Client Ready

How Dimensional Is Going Beyond Indexing

How Dimensional Is Going Beyond Indexing

ETF Model Fact Sheets | ML24-014737 | 12/03/2025


Tax-Aware Models

Dimensional Aggressive ETF Tax-Aware Model

Dimensional Conservative ETF Tax-Aware Model

Dimensional Moderate ETF Tax-Aware Model

Dimensional Moderately Aggressive ETF Tax-Aware Model

Dimensional Moderately Conservative ETF Tax-Aware Model


ETF Model Fact Sheets | ML24-014737 | 12/03/2025


Taxable Models

Dimensional Aggressive ETF Taxable Model

Dimensional Conservative ETF Taxable Model

Dimensional Equity Focused ETF Taxable Model

Dimensional Moderate ETF Taxable Model

Dimensional Moderately Aggressive ETF Taxable Model

Dimensional Moderately Conservative ETF Taxable Model

Fact Sheets: ML25-001099 | 02/11/2026

Performance Commentaries: ML25-004529 | 5/13/2026

US Equities

All Cap

Core

US Equity Market ETF (DFUS)
Fact Sheet | Performance Commentary

 

US Core Equity Market ETF (DFAU)
Fact Sheet | Performance Commentary

 

US Core Equity 2 ETF (DFAC)
Fact Sheet | Performance Commentary

Small Cap

Core

US Small Cap ETF (DFAS)
Fact Sheet | Performance Commentary


Value

US Small Cap Value ETF (DFSV)
Fact Sheet | Performance Commentary

 

SMID

Value

US Targeted Value ETF (DFAT)

Fact Sheet | Performance Commentary

 

Large Cap

Value

US Large Cap Value ETF (DFLV)

Fact Sheet | Performance Commentary


High Profitability

US High Profitability ETF (DUHP)

Fact Sheet | Performance Commentary



World Equities

All Cap

Core

World Equity ETF (DFAW)
Fact Sheet | Perfomance Commentary



World ex US Equities

All Cap

Core

World ex US Core Equity 2 ETF (DFAX)
Fact Sheet | Performance Commentary

Fact Sheets: ML25-001099 | 02/11/2026

Performance Commentaries: ML25-004529 | 5/13/2026

International Developed Equities

All Cap

Core

International Core Equity Market ETF (DFAI)
Fact Sheet | Performance Commentary


Small Cap

Core

International Small Cap ETF (DFIS)
Fact Sheet | Performance Commentary


Value

International Small Cap Value ETF (DISV)
Fact Sheet| Performance Commentary

Large Cap

Value

International Value ETF (DFIV)
Fact Sheet | Performance Commentary



Emerging Markets

All Cap

Core

Emerging Core Equity Market ETF (DFAE)
Fact Sheet | Performance Commentary

Dimensional ETF Models

Brochure | Client Ready

Dimensional ETF Models Overview

ML23-007599 | 11/05/2025
Dimensional ETF Models Overview

Report | Client Ready

Dimensional ETF Taxable Model: Profile

ML25-003679 | 08/15/2025
Dimensional ETF Taxable Model: Profile

Report | Client Ready

Dimensional ETF Tax-Aware Model: Profile

ML25-003679 | 08/15/2025
Dimensional ETF Tax-Aware Model: Profile

Report | Client Ready

Quarterly Dimensional ETF Taxable Model Trade Commentary

ML25-005082| 06/26/2026
Quarterly Dimensional ETF Taxable Model Trade Commentary

Report | Client Ready

Quarterly Dimensional ETF Tax Aware Model Trade Commentary

ML25-005081 | 06/26/2026
Quarterly Dimensional ETF Tax Aware Model Trade Commentary

Slides | Professional

Dimensional ETF Models: Pitch Book

ML25-003756 | 07/31/2025
Dimensional ETF Models: Pitch Book

Slides | Client Ready

Dimensional Overview

ML24-014574 | 12/31/2025
Dimensional Overview

Article | Client Ready

Three Reasons Why Dimensional Models Stand Out from the Pack

ML25-000805 | 02/06/2026
Three Reasons Why Dimensional Models Stand Out from the Pack

Professional Use Resources

Other Resources | Professional

Your Dimensional Support Team

Your Dimensional Support Team

Guide | Professional

Fiduciary Resource Guide

ML25-002911 | 12/31/2025
Fiduciary Resource Guide

Overview | Professional

Tax Loss Harvesting with Dimensional ETFs

ML25-003138 | 12/31/2025
Tax Loss Harvesting with Dimensional ETFs

Research Paper | Professional

Indices Acting Active: Index Decisions May Be More Active than You Think

ML25-001029 | 08/01/2025
Indices Acting Active: Index Decisions May Be More Active than You Think

One-Pager | Professional

Dimensional Quick Take

How Asset Allocation Impacts Risk and Return

ML25-004808 | 6/11/2026
How Asset Allocation Impacts Risk and Return

Research Paper | Professional

Measuring the Costs of Index Reconstitution: A 10-Year Perspective

ML24-005392 | 08/12/2025
Measuring the Costs of Index Reconstitution: A 10-Year Perspective

Overview | Professional

Complementary Coverage: US Targeted Value Strategy

ML24-004743 | 07/19/2025
Complementary Coverage: US Targeted Value Strategy

Research Paper | Professional

Building Global Asset Allocation Portfolios

ML24-007196 | 10/01/2025
Building Global Asset Allocation Portfolios

Article | Professional

How Firms Win in the Margins

ML24-014460 | 11/19/2025
How Firms Win in the Margins

Brochure | Professional

Mastering the Fee Conversation Workshop

ML25-003689 | 4/17/2026
Mastering the Fee Conversation Workshop

Brochure | Professional

Advisor Growth Workshop

ML25-004271 | 05/27/2026
Advisor Growth Workshop

Client Ready Resources

Brochure | Client Ready

The Scientific Pursuit of a Better Way to Invest

ML24-006520 | 09/24/2025
The Scientific Pursuit of a Better Way to Invest

Brochure | Client Ready

Go Beyond Indexing with Dimensional ETFs

ML24-006639 | 10/01/2025
Go Beyond Indexing with Dimensional ETFs

Article | Client Ready

1971: The Beginning of a New Way to Invest Based on Science

ML24-007414 | 09/30/2025
1971: The Beginning of a New Way to Invest Based on Science

Report | Client Ready

The Dimensional Difference

ML25-004150 | 05/20/2026
The Dimensional Difference

Video | Client Ready

You Can Do Better than Indexing

ML25-000095 | 01/07/2026
You Can Do Better than Indexing

One-Pager | Client Ready

Dimensional at a Glance

ML25-004152 | 12/31/2025
Dimensional at a Glance

Guide | Client Ready

ETF Quick Guide

ML25-003715 | 05/07/2026
ETF Quick Guide

Brochure | Client Ready

Dimensional Quick Takes

ML24-005215 | 08/06/2025
Dimensional Quick Takes

Article | Client Ready

How to Avoid Black Swans

ML25-001597 | 2/19/2026
How to Avoid Black Swans

Article | Client Ready

Which Country Will Outperform? Here’s Why It Shouldn’t Matter

ML25-002360 | 03/11/2026
Which Country Will Outperform? Here’s Why It Shouldn’t Matter

One-Pager | Client Ready

How Do the Fed's Moves Affect Market Interest Rates?

ML24-014643 | 11/22/2025
How Do the Fed's Moves Affect Market Interest Rates?

Article | Client Ready

Two Steps Forward, One Step Back for Investors

ML25-001602 | 12/31/2025
Two Steps Forward, One Step Back for Investors

One-Pager | Client Ready

How US Stocks Have Behaved in an Election Month

ML24-007067 | 09/30/2025
How US Stocks Have Behaved in an Election Month

One-Pager | Client Ready

The Market and Control of US Congress

ML24-007061 | 09/30/2025
The Market and Control of US Congress

One-Pager | Client Ready

The Market and US Presidential Elections

ML25-002267 | 03/11/2026
The Market and US Presidential Elections

Article | Client Ready

Presidential Elections: What Do They Mean for Markets?

ML24-006986 | 10/09/2025
Presidential Elections: What Do They Mean for Markets?

Video | Client Ready

Elections and the March of Markets

ML25-000112 | 01/07/2026
Elections and the March of Markets

One-Pager | Client Ready

How Often Do Small Cap, Value, and High Profitability Outperform

ML24-004730 | 07/18/2025
How Often Do Small Cap, Value, and High Profitability Outperform

One-Pager | Client Ready

Staying the Course with Value Stocks

ML25-003932 | 05/13/2026
Staying the Course with Value Stocks

Article | Client Ready

Expectation vs. Reality in Value Funds

ML24-006637 | 07/31/2025
Expectation vs. Reality in Value Funds

Article | Client Ready

Rising Rates: Short-Term Pain for Long-Term Gain

ML24-014601 | 12/31/2025
Rising Rates: Short-Term Pain for Long-Term Gain

One-Pager | Client Ready

Markets Don't Wait for Official Announcements

ML24-010402 | 11/12/2025
Markets Don't Wait for Official Announcements

One-Pager | Client Ready

The Cost of Trying to Time the Market

ML24-009397 | 11/08/2025
The Cost of Trying to Time the Market

Article | Client Ready

The 60/40 Portfolio- Down But Not Out

ML24-007062 | 09/30/2025
The 60/40 Portfolio- Down But Not Out

Article | Client Ready

What Happens When You Fail at Market Timing

ML25-000108 | 10/25/2025
What Happens When You Fail at Market Timing

One-Pager | Client Ready

Stock Gains Can Add Up After Big Declines

ML24-014457 | 12/31/2025
Stock Gains Can Add Up After Big Declines

One-Pager | Client Ready

History Shows that Stock Gains Can Add Up After Big Declines

ML24-014457 | 11/19/2025
History Shows that Stock Gains Can Add Up After Big Declines

Other Resources | Client Ready

Market Returns Through a Century of Recessions

ML25-001885 | 03/06/2026
Market Returns Through a Century of Recessions

Slides | Client Ready

Investment Principles for Navigating Volatility

ML24-004225 | 08/31/2025
Investment Principles for Navigating Volatility

Disclosures

Prior to September 13, 2024, the US Equity Market ETF was the US Equity ETF.


This information is provided for registered investment advisors and institutional investors and is not intended for public use.  Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.


Dimensional Fund Advisors LP and DFA Securities are not affiliated with Merrill.


Merrill Financial Advisors are to contact the Merrill Financial Services Inc. marketing department to verify commissions and charges.


This information is provided only to educate you on certain product charges so you can make appropriate disclosures to customers. YOU ARE PROHIBITED FROM RECOMMENDING OUR PRODUCTS TO CUSTOMERS BASED ON FINANCIAL INCENTIVES PROVIDED TO THE FIRM AND ITS FINANCIAL ADVISORS. If you wish further information on commissions and charges, please contact the Merrill Marketing Department.