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Dimensional Fund Advisors Customer FAQ

Top Answers & How-to Guides

What is Dimensional Fund Advisors's Phone Number?

The question we are asked most often is about how to talk to Dimensional Fund Advisors customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I open an individual account with Dimensional Fund Advisors?

Dimensional Fund Advisors mainly serves investors through financial advisors, so individuals cannot usually open accounts...
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Company Overview

How long has Dimensional Fund Advisors been in business?

Dimensional Fund Advisors has been operating since 1981, founded by financial professionals aiming to apply academic research...

How does Dimensional Fund Advisors differ from other investment firms?

Dimensional Fund Advisors stands out by using an academic, evidence-based investment approach focused on long-term returns,...

Is Dimensional Fund Advisors a registered investment advisor?

Dimensional Fund Advisors is indeed a registered investment advisor, which signifies its compliance with regulatory standards....

Investment Strategies

What investment strategies does Dimensional Fund Advisors use?

Dimensional Fund Advisors employs a research-driven, factor-based investment strategy that focuses on value, size,...

How does Dimensional Fund Advisors select the funds for investment?

Dimensional Fund Advisors uses a systematic, research-based method for selecting investments, focusing on factors like value...

Can I switch my investment strategy with Dimensional Fund Advisors?

Investors can generally change their investment strategy with Dimensional Fund Advisors, though the procedure depends on...

Investment Requirements

What is the minimum investment required to work with Dimensional Fund Advisors?

Dimensional Fund Advisors has varying minimum investment requirements based on the investment vehicle and fund. Institutional...

Can I open an individual account with Dimensional Fund Advisors?

Dimensional Fund Advisors mainly serves investors through financial advisors, so individuals cannot usually open accounts...

Do I need a financial advisor to invest with Dimensional Fund Advisors?

While not mandatory, having a financial advisor is advantageous when investing in Dimensional Funds, as they assist in aligning...

Client Services

What resources or tools does Dimensional Fund Advisors provide to its clients?

Dimensional Fund Advisors offers a variety of resources, including educational content, research articles, investment products,...

What type of reporting will I receive as a client of Dimensional Fund Advisors?

As a client of Dimensional Fund Advisors, one can expect thorough and detailed investment reporting tailored to their strategy....

Fees and Taxes

Are there any fees associated with investing with Dimensional Fund Advisors?

Investing with Dimensional Fund Advisors generally involves various fees, including expense ratios for mutual funds and trading...

What are the tax implications of investing with Dimensional Fund Advisors?

Investing with Dimensional Fund Advisors involves understanding tax implications linked to their investment philosophy and fund...

Portfolio Management

How often does Dimensional Fund Advisors rebalance portfolios?

Dimensional Fund Advisors uses a systematic approach to portfolio management where rebalancing occurs variably, influenced by...

What types of investment products does Dimensional Fund Advisors offer?

Dimensional Fund Advisors has a wide selection of investment products, including mutual funds for equities and fixed income,...
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