The service features 12 distinct allocations, scaling from pure equity to total fixed-income positions in 20 percent increments. Half of the lineup consists of Core models designed for modest outperformance, while the remaining six Core Plus options accept higher tracking errors in pursuit of greater returns. Investors will pay a 0.06 percent fee on top of the funds’ standard ongoing charges.
Dimensional Fund Advisors Debuts Managed Portfolio Service
Dimensional Fund Advisors is moving deeper into the advisory space with the launch of a discretionary Managed Portfolio Service. The new offering provides wealth managers a suite of pre-built models that rely exclusively on the firm’s systematic, evidence-based funds, with an initial rollout hosted on the Transact platform.
Martyn Chappell, head of wealth management for the UK and Ireland, framed the launch as an evolution of the firm’s existing support for advisors. By handling daily implementation, asset allocation, and rebalancing, the service aims to provide a turnkey solution that embeds the firm’s established investment philosophy directly into client portfolios.
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