Dimensional Resource Center for Wells Fargo Advisors
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WHY SETTLE FOR MARKET RETURNS?
Dimensional focuses on beating indexes, not matching them, by using a systematic, flexible approach that targets higher expected returns.
YOUR DIMENSIONAL SUPPORT TEAM
Welcome to Dimensional’s home of marketing and investment resources for Wells Fargo Advisors. Click a button below to find your Dimensional support team's contact information.
DIMENSIONAL FUNDS AVAILABLE AT WELLS FARGO ADVISORS
Past performance is no guarantee of future results.
ADDITIONAL RESOURCES
The Dimensional Difference
This piece highlights Dimensional’s long-term track record and demonstrates our ability to deliver benchmark-beating results compared to the industry.
How Dimensional Is Going Beyond Indexing
In this five-part video series, we take a closer look at some of index investing’s inefficiencies and explore what Dimensional believes is a better way to invest.
Dimensional at a Glance
This one-page reference highlights firm stats and features key points on Dimensional Investing, including market philosophy, investment approach, and track record.
Go Beyond Indexing with Dimensional ETFs
This brochure offers an overview of Dimensional Investing and is designed to introduce the firm to professionals and end-investors.
Pursuing a Better Investment Experience
This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets.
DIMENSIONAL IN THE NEWS
Back to Back: ETF.com Again Names Dimensional as ETF Issuer of the Year
Dimensional Fund Advisors received two awards at the 2024 ETF.com Awards gala, including a back-to-back win as ETF Issuer of the Year.
Barron’s Features Marlena Lee Op-Ed on the Limitations of Indexing
Barron’s recently ran an op-ed by Marlena Lee, Dimensional’s Global Head of Investment Solutions, in which Lee shares the potential ways people are leaving money on the table by investing in index funds. In the article, Lee also offers three questions index fund investors should be asking.
1.Performance data shown represents past performance and is no guarantee of future results. Results are after fees. The sample includes US-domiciled, USD denominated open-end and exchange-traded funds at the beginning of the 20-year period ending December 31, 2024. Each fund is evaluated relative to its respective Morningstar category average as of the start of the 20-year period. Outperformers are funds that survive the full 20-year period and whose cumulative net return over the period exceeded that of their Morningstar category average. See “Category Average Data Appendix” for more information. Visit us.dimensional.com for standardized performance information for Dimensional’s funds
CATEGORY AVERAGE DATA APPENDIX
Data sample: The sample includes US-domiciled, USD-denominated open-end and exchange-traded funds in the following
Morningstar categories. Non-Dimensional fund data provided by Morningstar. Morningstar category average monthly returns
provided by Morningstar. Dimensional fund data is provided by the fund accountant. Dimensional funds or subadvised funds whose
access is or previously was limited to certain investors are excluded. Index funds, load-waived funds, and funds of funds are
excluded from the industry sample.
Methodology: The beginning samples include funds as of the start of the 20-year period. Each fund is evaluated relative to its
respective Morningstar category average as of the start of each period. Outperformers are funds that survive the full 20-year period
and whose cumulative net return over the period exceeded that of their Morningstar category average. We aggregate funds with
multiple share classes to the strategy level.
Morningstar categories (equity): Equity fund sample includes the following Morningstar historical categories: Diversified Emerging
Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small/Mid Blend, Foreign
Small/Mid Growth, Foreign Small/Mid Value, Global Real Estate, Japan Stock, Large Blend, Large Growth, Large Value, Mid-Cap
Blend, Mid-Cap Growth, Mid-Cap Value, Pacific/Asia ex-Japan Stock, Real Estate, Small Blend, Small Growth, Small Value, World
Large-Stock Blend, World Large-Stock Growth, World Large-Stock Value, and World Small/Mid Stock.
ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called
creation units. ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account
maintenance. Brokerage commissions and expenses will reduce returns.
Mutual fund investment values will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
Diversification neither assures a profit nor guarantees against a loss in a declining market. There is no guarantee investment
strategies will be successful. Past performance is no guarantee of future results.
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This information is provided for registered investment advisors and institutional investors and is not intended for retail investors or public use.
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.
International and emerging markets investing involves special risks, such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.
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.
Real estate investment risks include changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer.
The fund prospectuses contain more information about investment risks.
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.