Investment Portfolio Management Services: Dimensional Fund Advisors

About Dimensional Fund Advisors

At Millennial Wealth Management, we partner with Dimensional Fund Advisors to offer investment strategies built on a foundation of financial science, extensive research, and decades of practical experience. Dimensional has managed investments since 1981, currently overseeing more than $777 billion in assets, with over 1,500 employees across 15 global offices.

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Investment Philosophy

Dimensional embraces a scientific, systematic approach to investing. Unlike traditional active managers who attempt to pick stocks or time markets, Dimensional uses market data and academic research to target higher expected returns. This disciplined methodology is guided by Nobel Prize-winning economic theories, prioritizing long-term results over short-term market predictions.

Core Principles of Investing

Embrace Market Pricing Markets efficiently process information, making stock prices reliable indicators of fair value.

Don't Try to Outguess the Market History shows few actively managed funds consistently outperform market benchmarks.

Resist Chasing Past Performance Fund rankings fluctuate over time; consistent top performers are rare.

Let Markets Work for You Financial markets have historically rewarded patient, long-term investors.

Diversify Globally Global diversification broadens investment opportunities and reduces risks.

Avoid Market Timing Maintaining a disciplined, long-term perspective helps manage emotional responses to market volatility.

Manage Your Emotions Emotional reactions can impair decision-making; disciplined investing strategies help maintain focus.

Historical Performance

Dimensional's investment strategies have demonstrated consistent performance over the long-term. Over the past 20 years, 84% of Dimensional's equity and fixed income funds have outperformed their benchmarks, significantly higher than the 17% success rate of traditional active funds.

Portfolio Strategy and Highlights

Dimensional's portfolios systematically target dimensions of higher expected returns:

Company Size: Small-cap stocks tend to outperform large-cap stocks.

Relative Price (Value): Stocks with lower price-to-book ratios (value stocks) typically outperform growth stocks.

Profitability: Stocks of highly profitable companies have historically outperformed less profitable ones.

Fixed Income Considerations: Bond strategies focus on term, credit spreads, and currency exposure to optimize returns.

This disciplined approach consistently adds value beyond traditional indexing and active management.

Additional Resources

For further insights, please refer to the following Dimensional brochures: Dimensional Track Records, The Scientific Pursuit of a Better Way to Invest, Dimensional Brochure, and visit www.dimensional.com for more information.

Securing Your Future With Premier Financial Solutions

The world of finances is riddled with complexities. From student loan repayments and debt management to asset allocation and retirement planning, millennials face much uncertainty when it comes to managing their wealth. Therefore, we at Millennial Wealth Management strive to provide a new approach to financial advice that not only enhances your level of financial literacy but also presents curated solutions that are tailored to help you achieve your life goals. Our team is equipped with the tools and expertise to analyze your current financial situation while also setting you up for future success. Visit our website or call a member of our team today and make the first step to taking control of your finances with confidence.