We believe an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success.
Dimensional’s Find an Advisor tool can help you locate an advisor near you, or you can learn more about investing with Dimensional below.
Dimensional mutual funds are available through financial advisors. Use the Find an Advisor tool above to find an advisor in your area that uses Dimensional's funds. Select mutual funds are also available as investment options in certain retirement plans, variable annuities, 529 College Savings Plans, and Health Savings Accounts. Please contact your plan provider for more information.
Dimensional exchange-traded funds are available through a variety of brokerage platforms. A financial advisor can discuss the available investment options and help you set up a plan to pursue your long-term goals. If you wish to purchase shares without the help of a financial advisor, please contact your brokerage firm for more information.
For additional questions, you can contact us at (512) 306-4488.
This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.
People may invest for different reasons. But having a good outcome depends on understanding risk and taking a long-term view of markets. A financial advisor can offer guidance and expertise in these and other areas. Eugene Fama, University of Chicago professor, Nobel laureate, and Dimensional Director, offers his perspective.
Find an Advisor tool for informational purposes only. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor. We urge you to carefully evaluate any advisor whom you may consider hiring. You are responsible for monitoring your advisor’s investment performance. We will not supervise or monitor the advisor’s activities or your account, nor are we responsible for the performance of your investments. We have no discretionary authority or control with respect to how your advisor manages your investment assets. We disclaim any responsibility or liability for any damages arising from your decision to engage the services of an advisor.
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. Nothing on this website shall constitute or serve as an offer to sell products or services in any country or jurisdiction by any Dimensional global firm. For informational purposes only. All information is given in good faith and without warranty and should not be considered investment advice or an offer of any security for sale.
Dimensional Fund Advisors LP – User Terms & Disclosures
General Disclosure
Shares of Dimensional's funds are generally available only to institutional investors and clients of select independent financial advisors (“Financial Advisors”). Financial Advisors may include (i) an investment adviser duly registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended (the “Advisers Act”); (ii) an investment adviser duly registered with one or more state securities authorities; (iii) a broker or dealer duly registered with the SEC under the Securities Exchange Act of 1934, as amended, and a member in good standing of the Financial Industry Regulatory Authority, Inc. (“FINRA”); (iv) a “bank,” as defined in Section 202(a)(2) of the Advisers Act, that is operating under duly granted trust powers by a U.S. federal or state banking authority; and/or (v) a person associated with an investment adviser, as defined in Section 202(a)(17) of the Advisers Act. Such Financial Advisors do not receive compensation from Dimensional or its funds. However, we and/or our affiliates receive fees, including advisory fees, when Financial Advisors invest their clients’ assets in our funds. As a result, although we are not directly compensated from the Financial Advisors, 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 managements invested in our funds.
We believe the decision to hire a Financial Advisor is in fact a highly personal one, and accordingly, Dimensional does not recommend that any one Financial Advisor is the right one for you. Instead, we will provide, free of any charge or obligation by you to retain a particular Financial Advisor, a list of Financial Advisors near you who are authorized to use our funds. Please be advised that Dimensional is not a current client of the Financial Advisors and does not approve, support, endorse, or recommend any specific Financial Advisor, or otherwise guarantee the services of the Financial Advisors whose contact information we may provide. The Financial Advisors are not employees or agents of Dimensional. The list will be only a partial list of Financial Advisors from whom Dimensional currently agrees to accept client investments. By engaging this service, you agree that Dimensional bears no responsibility for the merits and risks of using any of the Financial Advisors listed and does not represent that any adviser is suitable for you.
Dimensional does not evaluate Financial Advisors in any manner. Dimensional does not evaluate the performance or investigate the registration status or disciplinary history of Financial Advisors. Dimensional does not and will not supervise any Financial Advisor and takes no responsibility to monitor the Financial Advisors’ performance or transactions in an investor's account. The contact information that you may be provided is for your informational purposes only and you alone bear the sole responsibility of evaluating the merits and risks associated with the use of any Financial Advisor.
Dimensional urges you to carefully evaluate any Financial Advisor you may consider hiring. For tips on evaluating a Financial Advisor, visit the investor information website of the SEC where you may obtain informative publications such as “How to Select an Investment Professional”, “Questions to Ask When Hiring an Investment Professional”, and “How to Check Out Your Investment Professional”, or the website of FINRA, where you may obtain informative publications such as “Choosing an Investment Professional”.
In exchange for receiving a list of Financial Advisors from whom Dimensional currently agrees to accept client investments into its funds, you agree not to hold Dimensional liable for any possible claim for damages arising from any decision you make to engage the services of a Financial Advisor.
Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
To find an advisor nearest you,* select one of the options below and enter your zip code.
