Experience Dimensional Investing with SEI.
SEI investment strategies that connect independent financial advisors to what matters most
Why Dimensional?
Science, not speculation
The complete SEI Strategies featuring Dimensional.
SEI Fixed Income Strategy with Dimensional
The SEI Strategies featuring Dimensional.
Ground your portfolios in goals. Power them with financial science.
Dimensional's competitively priced portfolios based on financial science, not speculation
*
The pursuit of a successful investment experience
* Dimensional funds are priced within the lowest 15% among Morningstar category peers. Source: us.dimensional.com/etfs. Comparison against funds in Morningstar peer categories as of March 7, 2022.
Backed by a clear set of investment beliefs, decades of empirical research, and the financial science of Nobel laureates, Dimensional offers a science-based approach to investing.
Returns based on financial science, not speculation.
Flexible implementation
Unlike indexing, Dimensional ETFs use a daily flexible process that allows the ability to manage risk and trade efficiently.
Competitively priced
Dimensional funds are priced within the lowest 15% among Morningstar category peers , reflecting a commitment to lower costs.
SEI Investments Management Corporation (SIMC) is the manager to the SEI Strategies featuring Dimensional (the Strategies). As such, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. SIMC is a wholly owned subsidiary of SEI Investments Company (SEI). Please see SIMC's Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule.
Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP.
Dimensional funds are offered by DFA Securities LLC, member FINRA. The SEI Daily Income Trust (SDIT) Government Fund is offered by SEI Investments Distribution Co (SIDCO), a wholly owned subsidiary of SEI. Additional funds utilized within the strategies are offered through their respective distributors.
Neither SEI, nor its subsidiaries is affiliated with DFA Securities LLC, or Dimensional Fund Advisors LP. Neither SEI, nor DFA Securities LLC, or Dimensional Fund Advisors LP are affiliated with any other fund companies or distributors available through the strategies.
This information should not be relied upon by the reader as research or investment advice regarding the portfolios or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security, including futures contracts.
There are risks involved with investing, including loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful. No investment strategy, including diversification, can protect against market risk or loss. The funds in the Strategies are subject to tracking error risk, or the risk that the strategy’s performance may vary substantially from the performance of the index it tracks as a result of cash flows, expenses, imperfect correlation between the strategy and the index and other factors. Actively managed ETFs may be subject to increased transaction costs. Active trading may increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Narrowly-focused investments and smaller companies typically exhibit higher volatility. Bonds and bond funds will decrease in value as interest-rates rise. High-yield bonds involve greater risks of default or downgrade and are more volatile than investment-grade securities, due to the speculative nature of their investments. TIPS can provide investors a hedge against inflation, as the inflation adjustment feature helps preserve the purchasing power of the investment. Because of this inflation adjustment feature, inflation protected bonds typically have lower yields than conventional fixed rate bonds and will likely decline in price during periods of deflation, which could result in losses.
Consider the Strategies’ investment objectives, risks, charges and expenses carefully before investing. The portfolios invest in ETFs to obtain the desired exposure to an asset class and a 1% cash equivalent allocation is maintained to provide liquidity for account maintenance and operations. The SEI Government Fund is not an exchange-traded fund. The prospectus for each underlying fund within the strategies includes information concerning each fund’s investment objective, strategies and risks. A copy of each fund’s prospectus is available upon request.
Power wealth with SEI.
At SEI, we carefully select leading investment managers we provide access to, striving for alignment with our culture and investment philosophy: a focus on outcomes and the availability of personalization services.
Get in touch today to learn more about the SEI Strategies featuring Dimensional ETFs.
Is experiencing Dimensional Investing with SEI right for you?
1
You believe it's hard to outguess the market.
Dimensional recognizes that efficient financial markets reflect the collective knowledge of millions of buyers and sellers. Instead of trying to outguess the market and its millions of participants, Dimensional draws information from the market itself to identify securities with the possibility for higher expected returns.
You believe in the power of academic research.
Dimensional uses leading academic research to identify possible drivers of higher expected returns across equity and fixed income markets. SEI then captures these drivers within its investment strategies using our open-architecture approach.
2
You believe that experience and flexibility matter.
Dimensional's daily flexible investment process is built on more than four decades of experience in managing systematic, higher expected return portfolios.
3
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
SEI Fixed Income Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
Vanguard Emerging Markets Government Bond ETF
2.50
%
Deutsche Xtrackers High Yield Corporate Bond
5.00
Dimensional Inflation-Protected Securities ETF
5.00
Dimensional Core Fixed Income ETF
55.00
Dimensional Short-Duration Fixed Income ETF
29.00
SDIT Government Fund (Sweep Class)
1.00
VanEck Vectors JPMorgan EM Local Currency Bond
2.50
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
SEI Fixed Income Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
%
SDIT Government Fund (Sweep Class)
1.00
Dimensional Short-Duration Fixed Income ETF
23.00
Dimensional Core Fixed Income ETF
40.00
Dimensional Inflation-Protected Securities ETF
5.00
Deutsche Xtrackers High Yield Corporate Bond
5.50
Vanguard Emerging Markets Government Bond ETF
2.75
VanEck Vectors JPMorgan EM Local Currency Bond
2.75
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
Dimensional U.S. Core Equity 2 ETF
4.25
Dimensional U.S. High Profitability ETF
2.50
Dimensional U.S. Core Equity Market ETF
3.25
Dimensional U.S. Equity ETF
2.00
Dimensional World ex US Core Equity 2 ETF
2.75
Dimensional International High Profitability ETF
1.50
Dimensional International Core Equity Market ETF
2.25
Dimensional Emerging Core Equity Market ETF
1.50
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
%
SDIT Government Fund (Sweep Class)
1.00
Dimensional Short-Duration Fixed Income ETF
10.00
Dimensional Core Fixed Income ETF
36.50
Dimensional Inflation-Protected Securities ETF
5.00
Deutsche Xtrackers High Yield Corporate Bond
4.00
Vanguard Emerging Markets Government Bond ETF
1.75
VanEck Vectors JPMorgan EM Local Currency Bond
1.75
Dimensional U.S. Core Equity 2 ETF
8.50
Dimensional U.S. High Profitability ETF
4.75
Dimensional U.S. Core Equity Market ETF
6.25
Dimensional U.S. Equity ETF
4.25
Dimensional World ex US Core Equity 2 ETF
5.50
Dimensional International High Profitability ETF
3.25
Dimensional International Core Equity Market ETF
4.50
Dimensional Emerging Core Equity Market ETF
3.00
SEI Moderate Growth & Income Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
%
SDIT Government Fund (Sweep Class)
1.00
Dimensional Core Fixed Income ETF
29.00
Dimensional Inflation-Protected Securities ETF
5.00
Deutsche Xtrackers High Yield Corporate Bond
2.50
Vanguard Emerging Markets Government Bond ETF
1.25
VanEck Vectors JPMorgan EM Local Currency Bond
1.25
Dimensional U.S. Core Equity 2 ETF
12.75
Dimensional U.S. High Profitability ETF
7.25
Dimensional U.S. Core Equity Market ETF
9.50
Dimensional U.S. Equity ETF
6.25
Dimensional World ex US Core Equity 2 ETF
8.25
Dimensional International High Profitability ETF
4.75
Dimensional International Core Equity Market ETF
6.75
Dimensional Emerging Core Equity Market ETF
4.50
SEI Growth & Income Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Equity Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
%
SDIT Government Fund (Sweep Class)
1.00
Dimensional Core Fixed Income ETF
15.00
Deutsche Xtrackers High Yield Corporate Bond
2.00
Vanguard Emerging Markets Government Bond ETF
1.00
VanEck Vectors JPMorgan EM Local Currency Bond
1.00
Dimensional U.S. Core Equity 2 ETF
17.00
Dimensional U.S. High Profitability ETF
9.75
Dimensional U.S. Core Equity Market ETF
12.50
Dimensional U.S. Equity ETF
8.50
Dimensional World ex US Core Equity 2 ETF
11.00
Dimensional International High Profitability ETF
6.50
Dimensional International Core Equity Market ETF
9.00
Dimensional Emerging Core Equity Market ETF
5.75
SEI Capital Growth Strategy with Dimensional
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
%
SDIT Government Fund (Sweep Class)
1.00
Dimensional U.S. Core Equity 2 ETF
21.00
Dimensional U.S. High Profitability ETF
12.00
Dimensional U.S. Core Equity Market ETF
15.50
Dimensional U.S. Equity ETF
10.50
Dimensional World ex US Core Equity 2 ETF
13.50
Dimensional International High Profitability ETF
8.00
Dimensional International Core Equity Market ETF
11.25
Dimensional Emerging Core Equity Market ETF
7.25
SEI Equity Strategy with Dimensional
*
* Source: us.dimensional.com/etfs. Comparison against funds in Morningstar peer categories as of March 7, 2022.
*As of June 27, 2022. Allocations subject to change.
*As of June 27, 2022. Allocations subject to change.
*As of June 27, 2022. Allocations subject to change.
*As of June 27, 2022. Allocations subject to change.
*As of June 27, 2022. Allocations subject to change.
*As of June 27, 2022. Allocations subject to change.
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
SEI Fixed Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
SEI Fixed Income Strategy with Dimensional
*As of June 27, 2022. Allocations subject to change.
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Equity Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Fixed Income Strategy with Dimensional
SEI Conservative Growth & Income Strategy with Dimensional
SEI Moderate Growth & Income Strategy with Dimensional
SEI Growth & Income Strategy with Dimensional
SEI Capital Growth Strategy with Dimensional
SEI Equity Strategy with Dimensional
Low Risk Tolerance
High Risk Tolerance
Get a downloadable version of this brochure.
View now
