Dimensional Fund Advisors LP manages equity and fixed income portfolios for institutional investors, high-net-worth individuals, and clients of independent financial advisors. Founded in 1981, the firm uses a systematic, research-backed strategy focusing on long-term expected returns rather than stock picking or market timing. Dimensional constructs broadly diversified portfolios across companies, sectors, and countries, and manages fixed income assets by systematically adjusting duration, credit quality, and currency. The firm also serves as investment adviser to numerous mutual funds and exchange-traded funds, and provides sub-advisory services and model portfolios to financial intermediaries. Dimensional does not provide general financial planning, tax advice, or tax planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.52% |
Fee rates vary by investment strategy: US Equity ranges from 0.06% to 0.38%; Non-US/Global Equity ranges from 0.13% to 0.52%; Fixed Income ranges from 0.05% to 0.25%; Real Estate Securities ranges from 0.15% to 0.24%. Actual fees and account minimums are negotiable.