Dimensional Core Plus Wealth Models
The Dimensional Core Plus ETF Wealth Models offer a research-driven, systematic framework for pursuing various investment goals. There are six allocations, each consisting of different equity-fixed income allocations, and should be selected based on the investor's risk tolerance. Equity allocations provide broadly diversified global equity exposure with a U.S.-market tilt. Fixed income allocations favor shorter duration, higher credit quality, and inflation protection. The allocations use Dimensional funds designed to go beyond indexing by pursuing higher expected returns in a diversified, cost-effective manner. Dimensional is a pioneer in applying academic research to factor-based investing. The models integrate their most advanced thinking on financial theory, research, and implementation.
Who it's for
Investors looking for a globally diversified portfolio with a factor-based investing approach
| Holdings | Based on an allocation of 60% stocks, 40% bonds |
|---|---|
| Global Credit ETF | 30% |
| US Core Equity 2 ETF | 28.40% |
| Global Core Plus Fixed Income ETF | 10% |
| US Small Cap Value ETF | 7.10% |
| US High Profitability ETF | 7.10% |
| International Core Equity 2 ETF | 6.84% |
| Emerging Markets Core Equity 2 ETF | 2.40% |
| International Small Cap Value ETF | 2.28% |
| International High Profitability ETF | 2.28% |
| Emerging Markets Value ETF | 1.20% |
| Emerging Markets High Profitability ETF | 1.20% |
| Global Real Estate ETF | 1.20% |
Additional Resources
Dimensional Core Plus Portfolio Strategy DisclosureAllocations as of November 19, 2024
This portfolio strategy has 6 different allocation options. The 60% stock, 40% bond portfolio has been selected to display holdings for an allocation. Different allocations will have different weights of each asset class. No recommendation of an allocation is being made by Betterment.
Let’s grow your practice together.
