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Financial Advisors shown manage at least $20 million in total assets, have worked with Dimensional for more than a year and invest at least 40% of client assets in Dimensional funds. Although Dimensional does not receive direct compensation from the Financial Advisors shown, we and/or our affiliates receive fees, including advisory fees, when Financial Advisors invest their clients’ assets in our funds. As a result, we have an incentive to list Financial Advisors who have the largest amounts of client assets invested in our funds or who have the largest percentage of a financial advisor’s assets under management invested in our funds. Financial Advisors included in this database are not approved, supported, endorsed, recommended, or monitored by Dimensional. As an investor, you would ultimately decide the right advisor for you, so it is recommended that you research Financial Advisor history, background and offerings to determine the best fit.
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