Do I need a financial advisor to invest with Dimensional Fund Advisors?
Dimensional Fund Advisors primarily works with financial intermediaries such as financial advisors, wealth managers, and professionals in the investment industry. This means that individuals typically invest in Dimensional Funds through these intermediaries rather than directly. While it is not strictly required to have a financial advisor to invest in Dimensional Funds, having one can be very beneficial. A financial advisor can help you understand your investment goals, tailor an investment strategy that aligns with your needs, and provide ongoing guidance in navigating the complexities of the investment landscape. Additionally, they can help ensure that the chosen Dimensional Funds fit well within your overall financial plan. For those who are more experienced investors, it is possible to work directly with a financial intermediary to access Dimensional products. Those interested in learning more about the investment process should consider visiting dimensional.com for further information.

Answered Aug 5, 2025
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