Scottsdale Wealth Planning and Dimensional Fund Advisors share a desire to pursue better financial outcomes and a belief that client-focused advice and efficient, value-added access to the capital markets can be a successful combination for our clients.
Scottsdale Wealth Planning has built a deep working relationship with Dimensional Fund Advisors (“Dimensional”), a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin their approach.
Scottsdale Wealth Planning incorporates Dimensional funds into:
- Taxable brokerage accounts
- Individual retirement accounts
- Pension Trust accounts
- 529 Plans
- Variable Annuities
- Health Savings Accounts
INVESTMENT PHILOSOPHY AND PROCESS
The Dimensional investment philosophy has been shaped by decades of research. They believe that security prices reflect all publicly available information as intense competition among market participants drives prices toward fair value. They use the information in market prices, combined with fundamental data, to systematically identify differences in expected returns among securities.
Dimensional seeks to add value by building portfolios that target higher expected returns in a cost-effective manner. By integrating a dynamic, market-driven process with a flexible trading strategy, they manage the trade-offs that matter for performance—balancing competing premiums, diversification, and costs. This approach is applied consistently across a full suite of global and regional equity and fixed income strategies, allowing them to help meet the diverse needs of investors worldwide.
RESEARCH BASED SOLUTIONS
Dimensional has forged deep working relationships with leading financial economists—including Eugene Fama, Kenneth French, and Robert Merton—who work closely with the Portfolio Management, Trading, and Research teams, in addition to serving on the Investment Policy Committee. The opportunity for vigorous exchange between their internal researchers and these lauded academics has allowed them to bring the ideas of financial science to life for investors. A strong belief in markets frees Dimensional to think and act differently about investing. The longevity of their client relationships—many dating back decades—demonstrates their commitment to client service and the stability of their organization. By evolving with advances in financial science, Dimensional has delivered long-term results for investors.
Profitability is based on information from individual companies’ income statements.
“Dimensional” refers to the Dimensional entities generally, rather than to one particular entity. These companies are Dimensional Fund Advisors LP (founded in 1981), Dimensional Fund Advisors Canada ULC, DFA Australia Limited, Dimensional Fund Advisors Ltd., Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd. Mutual funds distributed by DFA Securities LLC.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at www.dimensional.com.
Mutual fund investment values will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Diversification neither assures a profit nor guarantees against a loss in a declining market. Strategies may not be successful. Past performance is no guarantee of future results.
Read more about Dimensional Fund Advisors HERE.