Dimensional Global Advisor Study Participation Guide

This guide outlines the Dimensional Global Advisor Study, which serves as a benchmarking tool for financial firms, utilizing 15 years of data from over 4,000 firms globally. The study allows participants to compare their performance against peers, track business metrics annually, and identify strategic opportunities through a dynamic dashboard available exclusively to participants. The 2026 study, now in its 16th year, includes a core set of questions and four optional modules, covering essential business metrics, roles and compensation, investment strategies, and compliance and cybersecurity practices. Firms are encouraged to participate to gain insights into industry standards and improve their business strategies. The guide also details the study timeline, participation requirements, and the benefits of engaging with the Dimensional Practice Management team for ongoing support. This document is intended for professional use only and provides essential information for firms looking to enhance their competitive edge in the financial services sector.