What is the minimum investment required to work with Dimensional Fund Advisors?

Asked 6 months ago
The minimum investment required to work with Dimensional Fund Advisors varies depending on the type of account. For individual investors, the minimum initial investment is typically $500,000 for a directly managed account. However, clients working with a financial advisor may have different minimums based on the advisor's requirements. Dimensional also offers a range of investment solutions, including mutual funds and managed accounts, which may have lower minimum investment thresholds. It's recommended to contact a financial advisor or Dimensional directly to inquire about specific investment requirements for different account options and to discuss the suitability of their services based on individual financial goals and circumstances.
Adam Goldkamp is the editor / author responsible for this content.
Answered May 3, 2024

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