UBS Wealth Management Resource Center​

Welcome to Dimensional’s home of marketing and investment resources for UBS financial advisors.


Our strategies reflect decades of academic research, a consistent philosophy, and a systematic approach emphasizing broad diversification, low costs, and higher expected returns.


Connect with us to learn more about how we support UBS advisors and aim to deliver a better way to invest.

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Dimensional Core Plus ETF Wealth Models
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Professional Resources
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Client Ready Resources
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Learn About Dimensional Core Plus ETF Wealth Models

Dimensional’s Core Plus ETF Wealth Models offer a research-driven, systematic framework for pursuing a wide range of investment goals.

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Learn About Dimensional Mutual Funds and ETFs

UBS financial advisors can use Dimensional mutual funds and ETFs to construct a total global portfolio or integrate them into tailored solutions for clients.

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Featured Content

Overview | Professional

Tax Loss Harvesting with Dimensional ETFs

Tax Loss Harvesting with Dimensional ETFs

Article | Client Ready

Three Reasons Why Dimensional Models Stand Out from the Pack

Three Reasons Why Dimensional Models Stand Out from the Pack

Video | Client Ready

How Dimensional Is Going Beyond Indexing

How Dimensional Is Going Beyond Indexing

Dimensional Core Plus ETF Wealth Models

These resources are designed to help you learn more about Dimensional’s Core Plus ETF Wealth Models.

Report | Professional

Wealth Model Weights

Wealth Model Weights

Report | Professional

Dimensional Core Plus ETF Wealth Models Profile

Dimensional Core Plus ETF Wealth Models Profile

Overview | Client Ready

Dimensional Core Plus ETF Wealth Models Profile

Dimensional Core Plus ETF Wealth Models Profile

Video | Professional

Models Video Series

Models Video Series

Slides | Professional

Dimensional Core Plus ETF Wealth Models: Pitch Book

Dimensional Core Plus ETF Wealth Models: Pitch Book

Article | Client Ready

Three Reasons Why Dimensional Models Stand Out from the Pack

Three Reasons Why Dimensional Models Stand Out from the Pack

Research Paper | Professional

Picking the Right Model: Risk Tolerance and Long‑Term Investment Goals

This study helps quantify the risk-return tradeoffs across different wealth models to help financial advisors better align clients' portfolios with their risk tolerance and long-term investment goals.

Research Paper | Professional

Developing Dimensional Core Plus ETF Wealth Models

This paper outlines issues to consider when choosing an asset allocation suitable for an individual investor’s goals. Our approach aims to help investors achieve their goals by systematically and cost-effectively pursuing higher expected returns while managing risk efficiently.

Research Paper | Professional

Dimensional Core Plus ETF Wealth Models: Governance

This document discusses the governance process of the Dimensional Core Plus ETF Wealth Models in detail, as well as general information regarding model construction methodology.



Dimensional Wealth Models Snapshots


Dimensional’s Core Plus ETF Wealth Models offer a research-driven, systematic framework for pursuing a wide range of investment goals. 







Using Dimensional Mutual Funds and ETFs

Available mutual funds and ETFs are listed here.
Download the full guide
Available ETFs with characteristics and performance

US Equities

Large Cap

 

Core
US Large Company Inst (DFUSX)
Enhanced US Large Company Inst (DFELX)
US Large Cap Equity Inst (DUSQX)

Value
US Large Cap Value Inst (DFLVX)

Growth
US Large Cap Growth Inst (DUSLX)

High Profitability
US High Profitability ETF (DUHP)

Small Cap


Core
US Micro Cap Inst (DFSCX)
US Small Cap Inst (DFSTX)
US Small Cap ETF (DFAS)

Value
US Small Cap Value Inst (DFSVX)

Growth
US Small Cap Growth Inst (DSCGX)

SMID

Value
US Targeted Value Inst (DFFVX)
US Targeted Value ETF (DFAT)

All Cap


Core
US Core Equity 1 Inst (DFEOX)
US Core Equity 2 Inst (DFQTX)
US Vector Equity Inst (DFVEX)
US Equity Market ETF (DFUS)
US Core Equity Market ETF (DFAU)
US Core Equity 2 ETF (DFAC)
Value
US Marketwide Value ETF (DFUV)

Emerging Markets

Large Cap

 

Core
Emerging Markets Inst (DFEMX)

High Profitability
Emerging Markets High Profitability ETF (DEHP)

Small Cap


Emerging Markets Small Cap Inst (DEMSX)

All Cap


Core
Emerging Markets Core Equity 2 Inst (DFCEX)
Emerging Core Equity Market ETF (DFAE)
Emerging Markets ex China Core Equity Inst (DAADX)

Value
Emerging Markets Value Inst (DFEVX)

Fixed Income

Low/Short Duration

 

Short Duration
Short-Term Extended Quality Inst (DFEQX)
Targeted Credit Inst (DTCPX)

US Government


US Treasury
Intermediate Gov Fixed Income Inst (DFIGX)
Short-Term Government Inst (DFFGX)

US Investment Grade


Investment Grade Inst (DFAPX)
Intermediate-Term Extended Quality Inst (DFTEX)

Inflation Protected


Inflation Protected Securities Inst (DIPSX)
Municipal Real Return (DMREX)
California Municipal Real Return Inst (DCARX)
Short Duration Real Return (DFAIX)

Municipal Securities


California Short-Term Municipal Bond Inst (DFCMX)
Intermediate-Term Municipal Bond Inst (DFTIX)
Short-Term Municipal Bond Inst (DFSMX)

Global Fixed Income


Two-Year Global Fixed Income Inst (DFGFX)
Five-Year Global Fixed Income Inst (DFGBX)
Global Core Plus Fixed Income Inst (DGCFX)

International Developed Equities

Large Cap

 

Core
Large Cap International Inst (DFALX)

Value
International Value Inst (DFIVX)
International Value ETF (DFIV)

High Profitability
International High Profitability ETF (DIHP)

Small Cap


Core
International Small Company Inst (DFISX)
Japanese Small Company Inst (DFJSX)

Growth
International Small Cap Growth Inst (DISMX)

Value
International Small Cap Value Inst (DISVX)

All Cap


Core
International Core Equity 2 Inst (DFIEX)
International Vector Equity Inst (DFVQX)
International Core Equity Market ETF (DFAI)

Global Equities

Global Equity Blend

 

Global Equity Inst (DGEIX)
Selectively Hedged Global Equity Inst (DSHGX)
Global Allocation 60/40 Inst (DGSIX)

World ex US Equities

All Cap

 

Core
World ex US Core Equity Inst (DFWIX)
World ex US Core Equity 2 ETF (DFAX)

SMID


Value
World ex US Targeted Value Inst (DWUSX)

ESG Focused

Sustainability

 

Global Sustainability Fixed Income Inst (DGSFX)

Social


US Social Core Equity 2 Inst (DFUEX)
International Social Core Equity Inst (DSCLX)
Emerging Markets Social Core Equity Inst (DFESX)

Real Estate

REITs

 

Real Estate Securities Inst (DFREX)
International Real Estate Securities Inst (DFITX)
Global Real Estate Securities Inst (DFGEX)

Professional Use Resources

These materials are intended for use by professionals only, and some may require a login to our MyDimensional secured site. 

Other Resources | Professional

Your Dimensional Support Team

Your Dimensional Support Team

Overview | Professional

Tax Loss Harvesting with Dimensional ETFs

Tax Loss Harvesting with Dimensional ETFs

Research Paper | Professional

Building Global Asset Allocation Portfolios

Key issues to consider when determining a suitable asset allocation include the broad split between equities and fixed income as well as the specific characteristics within those allocations.

Article | Professional

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

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

Article | Professional

Embracing Multifactor in Emerging Markets

Embracing Multifactor in Emerging Markets

Overview | Professional

Complementary Coverage: US Targeted Value Strategy

Complementary Coverage: US Targeted Value Strategy

Article | Professional

How Targeting Size, Value, and Profitability Can Improve Retirement Outcomes

How Targeting Size, Value, and Profitability Can Improve Retirement Outcomes

Research Paper | Professional

How Targeting the Size, Value, and Profitability Premiums Can Improve Retirement Outcomes

Broad diversification with a focus on size, value, and profitability can boost retirement assets, better sustain retirement spending, and lead to larger bequests.

Article | Professional

How Firms Win in the Margins

How Firms Win in the Margins

Article | Professional

Transitioning from Commissions to Fees

As advisors seek to better align their interests with those of their clients, we have seen a significant shift from the traditional transaction-based model to a fee-based structure that can support a more comprehensive, holistic approach to wealth management.

Other Resources | Professional

ESG Data, Ratings, and Investor Objectives

ESG Data, Ratings, and Investor Objectives

Article | Professional

Getting to the Core of Investor Goals

Getting to the Core of Investor Goals

Slides | Professional

Evaluating Performance

Brings together new and existing slides that highlight Dimensional's strong track record relative to benchmarks and peers.

Article | Professional

Scaling for Advisory Team Growth

Using data from Dimensional’s Advisor Benchmarks Study as a baseline, this article explores how organizing around scalability can help deliver a consistently great client experience while creating a virtuous circle of sustainable growth.

Other Resources | Professional

Dimensional 360 Workshop: Advisor Growth

Dimensional 360 Workshop: Advisor Growth

Other Resources | Professional

Dimensional 360 Workshop: Communications Training with the 4S Framework

Dimensional 360 Workshop: Communications Training with the 4S Framework

Client Ready Resources

Article | Client Ready

Market Review

Q2 2025 Midyear Review

Q2 2025 Midyear Review

Brochure | Client Ready

Go Beyond Indexing with Dimensional ETFs

Go Beyond Indexing with Dimensional ETFs

Video | Client Ready

You Can Do Better Than Indexing

You Can Do Better Than Indexing

Video | Client Ready

How Dimensional Is Going Beyond Indexing

How Dimensional Is Going Beyond Indexing

Report | Client Ready

The Dimensional Difference

The Dimensional Difference

Brochure | Client Ready

The Scientific Pursuit of a Better Way to Invest

The Scientific Pursuit of a Better Way to Invest

One-Pager | Client Ready

Dimensional's Track Record Across Strategies

Dimensional's Track Record Across Strategies

One-Pager | Client Ready

Dimensional at a Glance

Dimensional at a Glance

Article | Client Ready

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

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

Brochure | Client Ready

Dimensional Quick Takes

Dimensional Quick Takes

Publication | Client Ready

Matrix Book

Signature Publication
Matrix Book

Article | Client Ready

Measuring the Cost of Index Reconstitution: A Global Perspective

Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.

Article | Client Ready

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

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

Brochure | Client Ready

Pursuing a Better Investment Experience

Pursuing a Better Investment Experience

One-Pager | Client Ready

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

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

Video | Client Ready

Elections and the March of Markets

Elections and the March of Markets

Article | Client Ready

Presidential Elections: What Do They Mean for Markets?

Presidential Elections: What Do They Mean for Markets?

One-Pager | Client Ready

How US Stocks Have Behaved in an Election Month

How US Stocks Have Behaved in an Election Month

Other Resources | Client Ready

How Much Impact Does the President Have on Stocks?

How Much Impact Does the President Have on Stocks?

One-Pager | Client Ready

The Market and US Presidential Elections

The Market and US Presidential Elections

One-Pager | Client Ready

The Bumpy Road to the Market’s Long-Term Average

The Bumpy Road to the Market’s Long-Term Average

Article | Client Ready

When It's Value vs. Growth, History Is on Value's Side

When It's Value vs. Growth, History Is on Value's Side

Article | Client Ready

Celebrating Groundbreaking Research with Giants of Finance: Robert C. Merton

Celebrating Groundbreaking Research with Giants of Finance: Robert C. Merton

Article | Client Ready

Celebrating Groundbreaking Research with Giants of Finance: Fama and French

Celebrating Groundbreaking Research with Giants of Finance: Fama and French

Article | Client Ready

Celebrating Groundbreaking Research with Giants of Finance: Robert Novy-Marx

Celebrating Groundbreaking Research with Giants of Finance: Robert Novy-Marx

Brochure | Client Ready

The Fund Landscape

The Fund Landscape

Research Paper | Client Ready

The Evolution of Dimensional’s Fixed Income Investing

The Evolution of Dimensional’s Fixed Income Investing

Research Paper | Client Ready

Beyond the Label, ESG Funds May Miss Their Mark

Beyond the Label, ESG Funds May Miss Their Mark

Disclosures

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 dimensional.com. Dimensional funds are distributed by DFA Securities LLC.


Dimensional Fund Advisors LP and DFA Securities are not affiliated with UBS Financial Services Inc.

UBS Financial Advisors are to contact the UBS 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 UBS Marketing Department.


All client-ready materials are Dimensional-branded and must be used in their entirety. Certain materials, such as the Matrix Book, may be presented by financial advisors in person to their existing or prospective clients, but they may not be reproduced or redistributed by a financial advisor to their clients, prospects, or any third party. Client-ready materials may not be incorporated into books or other third-party publications without the express written consent of Dimensional.