Dimensional Fund AdvisorsInvestment Management
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XAU/USD$4,526.31+0.08%
USD/JPY147.62-0.12%
S&P 5006,395.21+0.42%
NASDAQ21,428.75+0.68%
BTC/USD$113,842+1.24%
ETH/USD$4,218+0.91%
EUR/USD1.1694+0.18%
XAU/USD$4,526.31+0.08%
USD/JPY147.62-0.12%
Investment management · global markets

Capital,
composed.
Markets,
made intelligent.

A modern investment experience built around global equities, digital assets, foreign exchange, CFD markets, retirement planning and multi-asset portfolio management.

Global equitiesCryptoFXCFDs401(k)
Global portfolio
360°
market view
BTCDigital assets
FXEUR / USD
EQGlobal equities
CFDIndex markets
Equities
48%
Digital
18%
FX
16%
Alternatives
18%
How the platform works

One investment system. Every major market.

The experience is designed to connect discovery, investment decisions, account management and market intelligence instead of scattering them across disconnected tools.

01

See the market

Real-time context across equities, crypto, FX, commodities and index markets.

02

Shape the allocation

Bring multiple return drivers into one coherent investment framework.

03

Track the account

Portfolio views, transaction history, retirement planning and digital wallet access.

Investment strategies

Choose your allocation tier.

From structured growth plans to bespoke mandates, the platform keeps strategy selection clear and action-oriented.

View all strategies →
CoreEntry strategy

Core Growth

A structured starting allocation focused on diversified growth and disciplined portfolio construction.

Plan terms
10% weeklyAllocation
$1,000+
PreferredBalanced strategy

Preferred Growth

A broader allocation tier designed for clients seeking greater diversification and portfolio flexibility.

Plan terms
15% weeklyAllocation
$10,000+
PremiumExpanded strategy

Premium Growth

A higher allocation tier with broader strategy access and enhanced portfolio oversight.

Plan terms
25% weeklyAllocation
$50,000+
EliteHigh-value strategy

Elite Allocation

A substantial portfolio tier designed for clients pursuing a wider multi-asset allocation.

Plan terms
35% weeklyAllocation
$100,000+
PrivateBespoke

Strategic Mandate

A tailored mandate built around objectives, liquidity requirements, risk parameters and portfolio architecture.

Plan terms
CustomAllocation
$500,000+
InstitutionalInstitutional

Institutional Select

Institutional-style portfolio construction with bespoke allocation, reporting and advisory oversight.

Plan terms
CustomAllocation
$1,000,000+
Trustpilot & client feedback

See what clients say about the experience.

Independent reviews belong on an independent platform. Connect the company’s official Trustpilot profile here so visitors can see the current rating and verified customer feedback.

Trustpilot
Verified reviews

The current Trustpilot rating and recommendations can be displayed here directly from the company’s official profile.

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Client confidence
01

Independent reputation data, clear account activity and secure onboarding.

Leadership

Experienced people behind the platform.

Explore the leaders responsible for portfolio management, client solutions, research and firm direction.

Connect with the team →
Senior Portfolio Manager
Leadership profile
Senior Client Solutions Director
Leadership profile
Global Head of Research
Leadership profile
Research Associate
Leadership profile
CEO
Leadership profile
Copy trading

Follow strategies with a clearer view of risk and markets.

Explore strategy profiles, review market focus and configure a copy allocation from your client workspace.

Explore copy trading →
Integrated disciplines
01
Portfolio management
Integrated into one platform
02
Client solutions
Integrated into one platform
03
Global research
Integrated into one platform
04
Market intelligence
Integrated into one platform
05
Digital assets
Integrated into one platform