Dimensional Fund Advisors manages equity and fixed income securities using fundamental analysis. Dimensional believes in long-term investing, focusing on sources of expected returns and broad diversification. They manage investment funds, separate accounts, and trust vehicles, and may be directed to manage accounts in a tax-sensitive manner. Dimensional also licenses indexes to unaffiliated advisors and provides limited review services for securities lending activities.
Fee Structure
Dimensional Fund Advisors' fees vary based on client circumstances, investment strategies, account size, and other factors. Fees for separate accounts, including those facilitated by independent financial advisors, are negotiable. The firm offers lower fees to some clients and higher fees to others invested in similar strategies. Fees are generally billed quarterly in arrears. Clients may also bear the costs and expenses charged by investment funds in which their assets are invested.