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The Dimensional Difference

Every investment strategy at Dimensional is driven by a research-backed approach designed to maximize returns while minimizing costs and risk.

Aim higher

The Dimensional difference is the outperformance we aim to deliver over benchmarks and peers by applying the science of investing.


At Dimensional, we pursue this return advantage through a data-backed, repeatable approach to implementation that we have been fine-tuning for more than four decades. This implementation advantage has allowed us to beat the performance of both traditional active funds and passive index funds.

How many funds beat their benchmark over the past 20 years?

Index Funds

X

Indexers only try to match a benchmark, not beat it.

Traditional Active Funds

14%

Dimensional Funds

75%

Past performance is no guarantee of future results.

An engine tuned to match investors’ goals

Investors can choose from a range of equity solutions based on how they want to balance risk and expected return. One type of risk is how much your portfolio deviates from the total market. We deviate from the market to pursue a higher-than-market return. But the greater the deviation, the higher the risk of underperforming at times.


Our Market series can be a great starting point. Its deviations from the market are modest while pursuing outperformance. You can turn it up from there by deviating from market weights to target higher expected returns in our Core solutions. The Vector offering goes even further in that pursuit. You can also customize your portfolio with Component solutions that concentrate on targeted areas of the market to help meet your specific needs.

Learn more about the science behind the Dimensional difference

How much outperformance do you want to target?

A range of solutions to match investors’ goals


In 1983, Dimensional launched its first fixed income strategy based on Nobel laureate Eugene Fama’s pioneering research on interest rates and the drivers of bond returns. Those findings are at the heart of our continuing research into what drives outperformance. Today, we systematically manage strategies across US, global, municipal, and inflation-protected areas of the bond market to meet investor needs.

40+ years of expertise capturing higher returns
Learn more about Dimensional Investing
Time-tested concepts behind a better way to invest
Explore the foundations of investing

DISCLOSURES


Performance data shown represents past performance and is no guarantee of future results.


There is no guarantee strategies will be successful. Diversification neither assures a profit nor guarantees against loss in a declining market.


Securities lending involves risks. Revenue is not guaranteed and will fluctuate.


Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP.


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. Value investing is subject to risk which may cause underperformance compared to other equity investment strategies. 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.


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.


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.