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Northwestern Mutual Resource Center

This webpage is intended exclusively for Northwestern Mutual representatives and financial advisors. It is not intended for clients of Northwestern Mutual financial advisors, retail investors or financial professionals not associated with Northwestern Mutual. ETFs trade like stocks, fluctuate in market value and may trade either at a premium or 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 risk similar to those of stocks, including those regarding short-selling and margin account maintenance. Brokerage commissions and expenses will reduce returns. 

Please reach out if you have questions about any of the materials on this page or would like to learn more about how Dimensional can serve you or your clients.

FEATURED

Fund Lineup at Northwestern Mutual

All Dimensional mutual funds and ETFs available at Northwestern Mutual.

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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.

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Brochure: Go Beyond Indexing with Dimensional ETFs

Our ETFs draw on our deep experience to deliver strategies that offer the diversification and transparency benefits of index investing. But they go beyond that, targeting reliable drivers of higher expected returns through systematic yet flexible implementation.

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2025 Conferences and Events

A comprehensive e-brochure that describes Dimensional’s various conference and event offerings, including upcoming dates and locations for the year.

PERFORMANCE RESOURCES

Northwestern Mutual Approved Funds:

Performance at a Glance

These reports provide quarterly performance commentary and highlights.

Domestic Equity

All Cap

US Equity Market ETF (DFUS)

Core

US Core Equity Market ETF (DFAU)

US Core Equity 2 ETF (DFAC)

US Core Equity 1 (DFEOX)

US Core Equity 2 (DFQTX)

US Vector Equity (DFVEX)

Value

US Marketwide Value ETF (DFUV)

 

SMID Cap Value

US Targeted Value ETF (DFAT)

US Targeted Value (DFFVX)

 

Small Cap

US Small Cap ETF (DFAS)

US Small Cap (DFSTX)

US Micro Cap (DFSCX)

Value

US Small Cap Value ETF (DFSV)

US Small Cap Value (DFSVX)

Growth

US Small Cap Growth (DSCGX)

 

Large Cap

Enhanced US Large Company (DFELX)

US Large Cap Equity (DUSQX)

US Large Company (DFUSX)

Value

US Large Cap Value (DFLVX)

Growth

US Large Cap Growth (DUSLX)

High Profitability

US High Profitability ETF (DUHP)

US High Relative Profitability (DURPX)

Emerging Markets Equity

All Cap Core

Emerging Core Equity Market ETF (DFAE)

Emerging Markets Core Equity 2 ETF (DFEM)

Emerging Markets Core Equity 2 (DFCEX)

Value

Emerging Markets Value (DFEVX)

 

Small Cap Core

Emerging Markets Small Cap (DEMSX)

Value

Emerging Markets Targeted Value (DEMGX)

 

Large Cap Core

Emerging Markets Portfolio (DFEMX)

 

World Equity

Global Equity (DGEIX)

Global Allocation 60/40 (DGSIX)

Global Allocation 25/75 (DGTSX)

Selectively Hedged Global Equity (DSHGX)

World Core Equity (DREIX)

 

World ex US Equity

All Cap Core

World ex US Core Equity 2 ETF (DFAX)

World ex US Core Equity (DFWIX)

Value

World ex US Value (DFWVX)

 

SMID Cap Value

World ex US Targeted Value (DWUSX)

QUICK TAKES

When It's Value vs. Growth, History is on Value's Side

Logic and history argue for a steadfast commitment to value stocks, as the data covering nearly a century illustrates.

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How Often Do Small Cap, Value, and High Profitability Outperform?

When investors target the size, value, and profitability premiums, a long-term focus increases the odds of achieving positive outcomes.

DIMENSIONAL FOUNDATIONS

A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.

You Can Do Better than Indexing.

Hear how Dimensional focuses on beating indexes, not matching them, by using a systematic, flexible approach that targets higher expected returns.

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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.

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The Evolution of Small Cap Investing: Four Decades of Innovation at Dimensional

In 1981, Dimensional launched the US Micro Cap Portfolio, pioneering a systematic approach to value-added small cap investing.

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YOUR DIMENSIONAL SUPPORT TEAM

We are here to help with any questions you have on the Dimensional Portfolios, the financial research underpinning our investment philosophy, or helping you understand how to talk about Dimensional with your clients.

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Gavin Wallace

Regional Director

(704) 448-8251

Gavin.Wallace@dimensional.com

 

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Sami Samaan

Associate 

(704) 448-8381

Sami.Samaan@dimensional.com

 

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Jillian Hefner

Associate

(512) 306-5946

Jillian.Hefner@dimensional.com

Danny Martin

Analyst 

(512) 306-7420

Danny.Martin@dimensional.com

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Prior to September 13, 2024, the US Equity Market ETF was the US Equity ETF.

 

FOOTNOTES

1Comparison against funds in the Morningstar Intermediate Core Bond category as of December 29, 2023.

 

 

DISCLOSURES

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.

 

Sustainability Funds

Environmental and social screens may limit investment opportunities for the fund.

 

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.