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White Paper
Build a Stronger Portfolio: Insights on Global Asset Allocation for Financial Planners
Tuesday, November 12, 2024 Dimensional Fund Advisors Unlock essential strategies for effective, diversified asset allocation to meet the diverse needs of your clients.
Guide
Optimize Your Client’s Wealth with Tax Loss Harvesting
Thursday, October 17, 2024 Dimensional Fund Advisors A practical guide to minimizing tax impact and enhancing portfolio performance.
Research / Report
Measuring the Costs of Index Reconstitution: A 10-Year Perspective
Tuesday, July 16, 2024 Dimensional Fund Advisors Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.
Research / Report
Indices Acting Active: Index Decisions May Be More Active than You Think
Tuesday, June 18, 2024 Dimensional Fund Advisors Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.
Research / Report
Embracing Multifactor in Emerging Markets
Monday, February 12, 2024 Dimensional Fund Advisors Learn how our multifactor solutions in emerging markets have captured the size, value, and profitability premiums and added value vs. comparative indices.
Research / Report
Q&A Insights: Uncovering What Drives Growth for Financial Advisors
Thursday, December 7, 2023 Dimensional Fund Advisors In this Q&A, Catherine Williams, Dimensional’s Head of Practice Management, talks with Professor Marco Di Maggio of Harvard Business School regarding the findings of a recent survey that examined primary the growth factors for financial advisors.
Video
Value's Rebound Shows the Importance of Discipline
Wednesday, February 15, 2023 Dimensional Fund Advisors Recent value returns paint a very different picture from returns just a few years ago.
Research / Report
Will Inflation Hurt Stock Returns?
Monday, February 6, 2023 Dimensional Fund Advisors Investors may wonder whether stock returns will suffer if inflation keeps rising. Here's some good news: Inflation isn't necessarily bad news for stocks.
Research / Report
The 60/40 Portfolio: Down But Not Out
Tuesday, January 24, 2023 Dimensional Fund Advisors After an equity bear market and steep losses in bonds last year, it's not surprising that some investors question whether the classic 60/40 portfolio is dead. But there is reason for optimism.
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