Dimensional SMAs
The next dimension in customized investing
Harness the power of Dimensional Investing in separately managed accounts tailored to an investor’s unique needs.
Going Beyond Indexing
Start with a systematic Dimensional strategy built on 40 years of expertise adding value over indexed approaches. Our SMAs target higher expected returns in a flexible, diversified, low-cost manner.
Personalized for Investors
Customize an investor’s SMA for environmental, social, and governance (ESG) preferences, tax management strategy, individual stock and sector holdings, and more.
Streamlined for Advisors
Use our online SMA Center to design, onboard, manage, and monitor investors’ SMAs. Advanced technology streamlines the process so advisors can spend their time serving clients.
Request a Demo
Financial professionals can meet with a Dimensional representative to learn how our SMAs deliver flexible, scalable, personalized solutions for investors.

Are you an individual investor? Visit our Individuals Page to learn more.
 

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There is no guarantee strategies will be successful. Dimensional does not provide any investment, tax, or financial advice. Investors should consult with their financial advisors and tax professionals about their individual circumstances. Investing involves risks include loss of principal and fluctuating value.