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

As a client of Dimensional Fund Advisors, you can expect to receive comprehensive and detailed reporting tailored to your investment strategy and portfolio. Dimensional emphasizes transparency and regular communication, providing clients with essential information about their investments. Typically, the reporting includes performance summaries that outline how your investments are performing relative to relevant benchmarks, along with a breakdown of portfolio allocation among various asset classes and sectors. Moreover, clients may receive insights into market conditions and how these could impact their investments. Dimensional often provides quarterly or annually updated reports, although the frequency can vary based on specific client agreements and investment strategies. These reports are designed to keep clients informed about the progress of their investments and any relevant changes in the market environment. In addition to traditional performance reporting, Dimensional may offer educational resources and commentary to help clients better understand investment concepts and market dynamics. For the most current and specific details regarding the type of reporting you can expect as a client, it may be helpful to explore their official website or the materials provided by your financial advisor.