E+R=O, a Formula for Success
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.
2018 Matrix Book
The annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.
Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

Relying on Market Prices

Some media stories claim that the rising popularity of index funds has distorted prices because fewer shares are being traded by active investors in search of mispricing. Brad Steiman offers both practical and theoretical cases for why market prices continue to be fair.

Nine Experts, Four Surprises, and One Million Dollar Bet
For many investors, 2017 was a paradox. The harder they tried to enhance their results by paying close attention to current events, the more likely they failed to capture the rate of return the capital markets offer.
Global Market Breakdown

Performance of domestic and international equity markets sorted along size, value, sector, and country characteristics.

2017 Market Review
Year-in-review features major headlines, performance data for world indices, and a market perspective for 2017. The text and graphics may be downloaded and adapted for client communication.
A Look at Dimensional's Investment Portfolios

Provides a high-level snapshot of DFA’s product offerings for a broad audience.

Relative Performance of Dimensional's Equity Funds

These charts illustrate Dimensional’s track record of success relative to industry peers for our equity funds with at least 15 years of history.

Dimensional Overview

A summary presentation highlighting key aspects of Dimensional‘s approach to investing.

Introduction to Dimensional Fund Advisors
A two-page introduction to Dimensional‘s philosophy, process, and client-focused solutions.
Organizational Announcement

Dimensional Appoints Dave Butler as Co-CEO Alongside Eduardo Repetto

Investment Shock Absorbers
Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.
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.

Dimensional Origins

Founder and Executive Chairman David Booth and others talk about the firm’s founding and its close ties to the academic community.

Becoming Dimensional

A brief introduction to Dimensional, this video highlights the firm’s academic roots and unique offering to clients.

Myron Scholes on Dimensional

Nobel prize winning economist Myron Scholes reflects on the beginnings of Dimensional and its unique approach to investing.

Applying Science to Investing

An introduction to Dimensional for investors, this video underscores how science has transformed every aspect of our lives, including investing.

Conversations with David Booth: John “Mac” McQuown

John “Mac” McQuown and David Booth discuss their history together, the evolution of finance, and Dimensional”s approach to investing.

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Pursuing a Better Investment Experience

Brochure features 10 decisions that can help investors target long-term wealth in the capital markets.

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A Different Way to Invest

Presentation answers key questions many investors ask and highlights Dimensional‘s research-based approach to investing.

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Putting Financial Science to Work

Brochure highlights Dimensional‘s view of markets and describes how the firm structures and implements strategies along the dimensions of expected returns.

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Mutual Fund Landscape 2018

2018 Report documents survivorship and performance in the US mutual fund industry and illustrates the impact of high fees and turnover on returns.

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The Evolution of Dimensional

David Booth reflects on how Dimensional has evolved with advances in financial science.

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Dimensional Research: Bridging the Gap between Academia and Investors

The intellectual curiosity and rigor of Dimensional‘s academic origins helps our Research team bring the latest advancements in financial science to life for clients.

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Under the Surface

Sophisticated systems and highly skilled people working with great efficiency and precision underpin every Dimensional fund. This Issue Brief provides an overview of Dimensional‘s operations.

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The Evolution of Dimensional

David Booth congratulates Eugene Fama for being names a 2013 Nobel laureate and reflects on Dimensional’s history of putting financial science to work for investors.

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A Conversation Between David and Bob

David Booth sat down with Robert Merton, professor at the MIT Sloan School of Management, to discuss Merton’s illustrious career as an academic and practitioner and his involvement with Dimensional.