These portfolios are globally diversified and built on a research-driven, evidence-based philosophy rooted in decades of academic work in financial economics. Investments within these portfolios are made exclusively using Dimensional exchange-traded funds (ETFs), ensuring consistent application of this academic framework across all holdings.

Dimensional designs its strategies to systematically target areas of the market associated with higher expected long‑term returns, an approach grounded in empirical research rather than forecasts or market timing. In practice, this means building broadly diversified portfolios that seek to capture the long‑term premiums associated with specific dimensions of expected return, including factors such as company size, value, and profitability.