Dimensional Fund Advisors
Unlike traditional index strategies, Dimensional uses data-driven models pioneered by Nobel laureates to beat traditional benchmarks like the S&P 500. In fact, over the past 20 years, almost 75% of Dimensional’s stock and bond strategies have topped their benchmarks, and Dimensional’s stock funds have outperformed almost 85% of peers. The secret? For more than 41 years, DFA has pursued the dimensions of higher expected returns through advanced portfolio design, management and trading. DFA’s enduring philosophy and deep working relationships with the academic community underpin the company’s approach to investing and form the foundation for their research.
Dimensional has received the highest grades in customer loyalty among mutual funds companies. It’s no wonder ASI has been selected to be a trusted Dimensional advisor for Personal Wealth Management clients and businesses alike.
*Source: Percentage of US-domiciled equity funds that outperformed their benchmark as of March 31, 2023. Percentage of US-domiciled equity and fixed income funds that outperformed their benchmark as of March 31, 2023
Index Data Sources. Index data provided by Bloomberg, MSCI, Russell, FTSE Fixed Income LLC, and S&P Dow Jones Indices LLC. Bloomberg data provided by Bloomberg. MSCI data © MSCI 2023, all rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. FTSE fixed income indices © 2023 FTSE Fixed Income LLC. All rights reserved. S&P data © 2023 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Indices are not available for direct investment. Their performance does not reflect the expenses associated with management of an actual portfolio. US-domiciled mutual funds and US-domiciled ETFs are not generally available for distribution outside the US.
Dimensional fund data provided by the fund accountant. Dimensional funds or sub-advised funds whose access is or previously was limited to certain investors are excluded. US-domiciled, USD-denominated open-end and exchange-traded fund data is provided by Morningstar.