Dimensional Investment Philosophy and Approach

This document is a guide that outlines Dimensional's investment philosophy and approach to asset management. It describes the firm's focus on using market data and a systematic methodology to achieve higher expected returns. The guide details how Dimensional differentiates itself from traditional active funds and indexers by employing a science-based approach to investing. It emphasizes the importance of a transparent process supported by extensive research, which informs investment decisions. The document also presents information about the firm's historical performance, including the percentage of equity and fixed income funds that outperformed their benchmarks over a 20-year period. Additionally, it discusses the firm's global presence and the significance of adapting strategies based on real-time market information. The guide concludes with a note on the firm's commitment to helping investors improve their outcomes through an evidence-based investment strategy.