Dimensional Core Plus ETF Wealth Models on Betterment

Dimensional focuses on beating indexes, not matching them, by using a systematic, flexible approach that targets higher expected returns. For the first time, advisors can access Dimensional Wealth Models on the Betterment Advisor Solutions platform.

Dimensional Core Plus ETF Wealth Models are strategic asset allocations composed of Dimensional ETFs designed to put rigorous research to work across an investor’s portfolio. Download the model profile to learn more about its allocations and characteristics and view snapshots of each model listed below. 

Dimensional Core Plus ETF 100/0 Wealth Model Snapshot

Dimensional Core Plus ETF 80/20 Wealth Model Snapshot

Dimensional Core Plus ETF 60/40 Wealth Model Snapshot

Dimensional Core Plus ETF 40/60 Wealth Model Snapshot

Dimensional Core Plus ETF 20/80 Wealth Model Snapshot

Dimensional Core Plus ETF 0/100 Wealth Model Snapshot

Dimensional Core Plus ETF Wealth Model Profile

A client-ready version of the model profile is available to give investors a detailed overview of the model. 

Your team of dedicated professionals is ready to assist with any questions about our models offering on the Betterment Advisor Solutions platform. Click on the map or link below to schedule a call with your representative. 

Dimensional at a Glance

This one-pager 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.

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.

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.

ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or a discount to their net asset value. 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.

 

 

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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.