This webpage is intended exclusively for Northwestern Mutual representatives and financial advisors. It is not intended for clients of Northwestern Mutual financial advisors, retail investors or financial professionals not associated with Northwestern Mutual. ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risk similar to those of stocks, including those regarding short-selling and margin account maintenance.
Brokerage commissions and expenses will reduce returns.
Connect with Dimensional
Please reach out if you have question about any of the materials on this page or would like to learn more about how Dimensional can serve you or your clients.
FEATURED RESOURCES
Newly Available
In this five-part video series, we take a closer look at some of index investing’s inefficiencies. Joel Schneider, Deputy Head of Portfolio Management, North America, examines the implications of how indexes are constructed and managed—and explores what Dimensional believes is a better way to invest.
Dimensional’s International Value ETF is designed to capture the returns associated with the large cap value premium in developed markets outside the US by investing in stocks within the largest 87.5% of the markets with relative prices in the lowest 30% when ranked by price-to-book in each eligible country or region. Within this universe, the portfolio is designed to target securities with higher expected returns by overweighting mid caps, lower relative price (value) stocks, and stocks with higher profitability.
Performance Resources
Northwestern Mutual Approved Funds: Performance at a Glance
These reports provide quarterly performance commentary and highlights.
QUICK TAKES
When It’s Value vs. Growth, History Is on Value’s Side
Logic and history argue for a steadfast commitment to value stocks as the data covering nearly a century illustrates.
When investors target the size, value, and profitability premiums, a long-term focus increases the odds of achieving positive outcomes.
Supplemental RESOURCES
Dimensional at a Glance
This one-page reference highlights firm stats and features key points on Dimensional Investing, including market philosophy, investment approach, and track record.
This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets.
Dimensional’s exchange-traded funds draw on our deep experience to deliver strategies that offer the diversification and transparency benefits of index investing. But they go beyond that, targeting reliable drivers of higher expected returns through systematic yet flexible implementation.
This two-page overview illustrates the Dimensional US Equity Flagship Mutual Funds’ track record compared to the prospectus benchmark.
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 retail investors or public use. Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small and micro cap securities are subject to greater volatility than those in other asset categories. International and emerging markets investing involves special risks, such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors. Municipal securities are subject to the risks of adverse economic and regulatory changes in their issuing states. Real estate investment risks include changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer. The fund prospectuses contain more information about investment risks.
Sustainability Funds
Environmental and social screens may limit investment opportunities for the fund.
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 dimensional.com. Dimensional funds are distributed by DFA Securities LLC.