How often does Dimensional Fund Advisors rebalance portfolios?

Asked 2 years ago
Dimensional Fund Advisors generally employs a systematic approach to portfolio management, which includes rebalancing portfolios. The frequency of rebalancing can vary based on several factors, such as the specific investment strategy being utilized and market conditions. Typically, portfolios may be rebalanced periodically to ensure that the asset allocations remain aligned with the investment objectives and risk tolerances of investors. This can involve adjusting positions to maintain targets in response to changes in the market or individual asset performance. Moreover, Dimensional often emphasizes the importance of maintaining a long-term investment strategy, which may lead to less frequent adjustments in more stable market conditions. For the most accurate and detailed information regarding specific rebalancing practices, it is advisable to consult current resources available on their official website.
Adam Goldkamp is the editor / author responsible for this content.
Answered Aug 5, 2025

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