Pioneers of Risk-Factor-Based Management

Dimensional has pioneered many strategies now taken for granted in the industry. The firm was originally founded to provide institutional investors access to US small cap stocks, underrepresented at the time in most portfolios. Dimensional later introduced its first value strategies based on the Three-Factor Model. In 2004, they launched core strategies that efficiently target risk factors across the total stock market.

Dimensional fund shares are not available directly to individuals but are limited to clients of a select group of fee-only financial advisory firms. The relationship between Dimensional and the independent advisor is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional provides educational support and consultants. They assist advisors through webinars on advanced topics, conferences featuring some of the nation's most distinguished financial economists, and an extensive private website of articles, research, and analytic tools.

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