Terms of Use

Welcome to Dimensional.  This website (this “Site”) is owned and operated by Dimensional Fund Advisors Canada ULC ("Dimensional Canada", and together with its affiliates, as applicable, “Dimensional”). By using this Site and the information and services available through this Site, you agree to follow and be bound by these Terms of Use. Nothing contained in these Terms of Use is intended to modify or amend any other written agreement, if any, that may currently be in effect between you and Dimensional with regard to matters other than your use of this Site. Dimensional may periodically modify these Terms of Use, and any such modifications will be effective immediately upon posting. We suggest that you periodically check these Terms of Use for modifications. If you do not agree to these Terms of Use, you are not entitled to use this Site.

Dimensional may modify, suspend, discontinue, or restrict the use and availability of any portion of this Site at any time, without notice or liability.

Site for General Information Only 

The data, information, and content on this Site should be used for general information and educational purposes only and are subject to change without notice. Although Dimensional may provide data, information, and content relating to investment approaches and mutual funds, you should not construe any such information or other content available through this Site as legal, tax or investment advice. The information does not take into account the specific circumstances of any investor, and Dimensional makes no representation that the securities or services described on this Site are suitable for any specific investor. You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this Site before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold Dimensional or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this Site.  Materials relating to the Dimensional Canada funds should be read in conjunction with a fund prospectus that describes charges, expenses, and risks. Please obtain a copy of the prospectus, read it carefully, and consult your advisor before investing. Past performance is no guarantee of future performance. Copies of a fund prospectus can also be obtained from your financial advisor or from Dimensional Canada by calling 604-685-1633.

All content on this Site is presented only as of the date published or indicated and may be superseded by subsequent market events or for other reasons. In addition, you are responsible for setting the cache settings on your browser to ensure you are receiving the most recent data.

Information is for Canadian Residents Only  

This Site is provided for residents of Canada only. If you choose to access this Site from locations outside of Canada, you do so at your own initiative and risk, and are responsible for compliance with all applicable laws. All figures quoted throughout this Site are in Canadian dollars, unless otherwise stated and excluding some articles and reprints that may contain references to foreign currencies. The information is not an invitation to enter into any legal agreement of any kind. 

Units of the Dimensional Canada Funds are qualified for sale only to residents in all of the provinces and territories of Canada. The information contained within this Site does not constitute an offer or solicitation in Canada or any jurisdiction where such offer or solicitation is not authorized or is unlawful, or an offer or solicitation to any person to whom it is unlawful to make such offer or solicitation, or a recommendation for any security under Canadian law. Prospective investors who are not resident in Canada should consult their financial advisor to determine if the securities may be lawfully sold in their jurisdiction of residence.

Except as provided above, no statement or information in this Site constitutes a recommendation, offer or invitation to invest in any financial products offered by Dimensional Canada or any company associated with Dimensional Canada.

Performance and the Risk of Investing

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund prospectus before investing. Unless otherwise indicated, all rates of return are historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Their values change frequently and past performance may not be repeated.

Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets) and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost. Investment in the Dimensional Canada funds are not insured or guaranteed by the Canadian government or any other party.


Comparative indexes are unmanaged and do not reflect the payment of advisory fees and other expenses associated with an investment in a fund. Investors cannot invest directly in an index.


Mutual fund investors may receive taxable dividends and capital gain distributions. Your tax obligation may affect the after-tax returns realized from your investment. Please consult your tax advisor concerning your particular circumstances.

License and Site Access

Dimensional hereby grants you a limited, revocable, nonexclusive, nontransferable license to view, bookmark, download, and print the pages within this Site and the documents, graphics, and media incorporated on those pages. This license is conditioned on your continued compliance with these Terms of Use. The pages within this Site may be used solely for general information and educational purposes or as expressly authorized by Dimensional in writing. All rights not expressly granted herein are reserved by Dimensional. Except as otherwise stated in these Terms of Use or as expressly authorized by Dimensional in writing, prohibited use of this Site includes but is not limited to:

  • Modifying, copying, screen capturing, distributing, forwarding, transmitting, posting, displaying, performing, reproducing, publishing, broadcasting, licensing, creating derivative works from, transferring, selling, or exploiting any pages, reports, data, information, content, software, videos, webinars, products, services, or other materials on, generated by or obtained from this Site, whether through links or otherwise (collectively, the "Materials");
  • Redelivering any page, text, image, or Materials on this Site using "framing" or other technology;
  • Engaging in any conduct that could damage, disable, or overburden (i) this Site, (ii) any Materials or services provided through this Site, or (iii) any systems, networks, servers, or accounts related to this Site, including without limitation, using devices or software that provide repeated automated access to this Site, other than those made generally available by Dimensional;
  • Probing, scanning, or testing the vulnerability of any Materials, services, systems, networks, servers, or accounts related to this Site or attempt to gain unauthorized access to Materials, services, systems, networks, servers, or accounts connected or associated with this Site through hacking, password or data mining, or any other means of circumventing any access-limiting, user authentication or security device of any Materials, services, systems, networks, servers, or accounts related to this Site;
  • Modifying, copying, obscuring, removing, or displaying Dimensional's name, logo, trademarks, text, notices, or images without Dimensional's express written permission;
  • Including the term "Dimensional," or any Dimensional trademark or executive's name, or any variation of the foregoing, as a meta-tag, hidden textual element, or any other indicator that creates an impression of affiliation, sponsorship, or endorsement by Dimensional;
  • Using any electronic communication feature of this Site for any purpose that is unlawful, tortious, abusive, intrusive on another's privacy, harassing, libelous, defamatory, embarrassing, obscene, threatening or hateful;
  • Collecting or storing personal data about other users;
  • Using this Site or any Materials from this Site for any commercial purpose not expressly approved by Dimensional in writing;
  • Posting, emailing, or otherwise transmitting any advertising or promotional materials, including without limitation, "junk mail," "surveys," "spam," "chain letters," "pyramid schemes," or any other form of solicitation or unauthorized communication; or
  • Uploading, posting, emailing, or otherwise transmitting any material that contains viruses or any other computer code, files or programs which might interrupt, limit or interfere with the functionality of any computer software or hardware or telecommunications equipment.

Links To and From This Site

Dimensional has not reviewed or authorized any sites linking to this Site. If you link other websites to this Site, you may not suggest that Dimensional has endorsed or is affiliated with such websites and you may not display this Site as “framed” within another website. We do not take responsibility for any websites linking to this Site or any links from this Site. Any links from or to other websites are provided merely for the convenience of the users of this Site and the inclusion of these links does not imply any endorsement, representation or warranty by Dimensional with respect to any such linked websites or the content, products or services contained or accessible through such websites or their operators. By linking to other websites, Dimensional is not recommending or endorsing services provided by any website’s sponsoring organization. THE LINKED SITES ARE NOT UNDER THE CONTROL OF DIMENSIONAL AND DIMENSIONAL IS NOT RESPONSIBLE FOR THE CONTENTS OF ANY LINKED SITE OR ANY LINK CONTAINED IN A LINKED SITE OR ANY CHANGES OR UPDATES TO SUCH SITES. DIMENSIONAL DISCLAIMS RESPONSIBILITY FOR THE PRIVACY POLICIES AND CUSTOMER INFORMATION PRACTICES OF ANY THIRD-PARTY WEBSITES HYPERLINKED TO OR FROM THIS SITE. Following links from and to this Site is at your own risk.

Registration, Password and Security Information 

Certain areas of this Site are password-protected and are only accessible to those who have been granted access by Dimensional. You may not attempt to access any password-protected areas of this Site without authorization.  When you register for access to password-protected areas of this Site, you agree to provide Dimensional with current, complete, and accurate information about you as prompted by the applicable registration process and agree to regularly update this information to maintain its completeness and accuracy.  For authentication purposes, Dimensional may provide you with security codes delivered by phone or by text message to allow you to access this Site, and certain features on this Site may require you to answer designated security questions. You agree that the phone number you provide to receive text messages is registered in your name and that we are entitled to rely on the email address and contact information that you last provided to us. You agree to waive all claims resulting from failure to receive communications because of changes in your email address or contact information. By registering for the password-protected areas of this Site, you are granting Dimensional permission to communicate with you by email. You can opt not to receive such emails from us in the future by changing your preferences. We agree to treat with care the information you entrust to us, in accordance with the disclosures in our Privacy Policy.

If you have access to the password-protected areas of this Site, you are solely responsible for maintaining the confidentiality and security of any account information, user names, security questions and answers, and passwords, for restricting access to your computer, and for logging off any protected areas of this Site.  Accordingly, you should take steps to protect the confidentiality of your password and should not disclose your password to a third party. If password information is shared with a third party (such as an information aggregator) in violation of these Terms of Use, we may not be able to verify the user of the password information and Dimensional assumes no liability or responsibility whatsoever for the integrity and security of that third party’s information systems or the dissemination, through that third party, of any confidential information. Dimensional will not be responsible for any loss that arises from such use or action or from the failure to comply with these provisions.  You agree to accept responsibility for all activities occurring under your account or password that are due to your conduct, inaction or negligence. You agree to use this Site to access only those accounts on which you are authorized to act, and you agree to use your own user names, logins, passwords, and security questions and answers when accessing accounts on which you are authorized to act. You further agree not to obtain or attempt to obtain unauthorized access to such parts of or features on this Site, or to any other protected materials or information, through any means not intentionally made available to you by Dimensional.

Dimensional makes no warranty, express or implied, regarding the security of this Site, including with respect to the ability of unauthorized persons to intercept or access information transmitted by or to you through this Site.

You should notify Dimensional immediately at MyDimensional@dimensional.com if you become aware of any disclosure, loss, theft or unauthorized use of your login or password. 


Dimensional may offer you the opportunity to personalize your online experience. While certain personalization features can provide a more convenient way to access the data and features most relevant to you, be aware that "cookies" and other similar identification techniques are used to associate you with the computer or electronic device that you are using. If you access this Site from a public location or if you otherwise share a computer or electronic device, some personalization features could reveal non-public personal information about you to others. You alone are responsible for deciding whether a particular personalization feature is appropriate for you and for any consequences that result from your decision.

Security of Data Transmissions and Storage

Electronic (including wired and wireless) communications through this Site may not be encrypted. You acknowledge that there is a risk that data, including email, electronic and wireless communications and personal data, may be accessed by unauthorized third parties when communicated between you and Dimensional or between you and other parties.  Do not send sensitive or confidential information to us via electronic mail. Delivery, and timely delivery, of electronic mail is also not guaranteed. Dimensional therefore recommends that you do not send time-sensitive or action-oriented messages to us via electronic mail. Dimensional may not, and is not obliged to, process your requests, orders, or instructions until Dimensional can confirm your instructions or obtain appropriate written documentation where it deems necessary. Dimensional shall not be under any obligation whatsoever, whether express or implied, to reply to unsolicited correspondence, communications or email or to acknowledge receipt of the same.

Trademarks and Copyrights

Certain names, words, titles, phrases, logos, icons, graphics or designs in the pages of this Site may constitute trade names, registered or unregistered tradenames or service marks of Dimensional.  Dimensional's trademarks, service marks and trade dress may not be used in connection with any product or service that is not Dimensional's, in any manner that is likely to cause confusion among customers or investors, or in any manner that disparages or discredits Dimensional. Nothing contained on this Site should be construed as granting any license or right in or to any trademarks, service marks, or trade dress of Dimensional.

Copyright ©2019 Dimensional Fund Advisors Canada ULC All rights reserved. All content on this Site, including, but not limited to, text, graphics, audio clips, logos, buttons, images, digital downloads, data compilations, software, icons, html code, and xml code, is the property of Dimensional or its third party information providers, and is protected by applicable copyright laws. Unauthorized downloading, retransmission, storage in any medium, copying, redistribution, reproduction or republication for any purpose is strictly prohibited.

Downloading Software and Files

If you download software or files from this Site, the software—including any files or images incorporated in or generated by the software and data accompanying the software—and files (collectively, the "Files") are licensed to you by Dimensional solely for your personal, noncommercial use. However, Dimensional does not transfer title to the Files to you. You own the medium on which the Files are recorded, but Dimensional and its licensors retain full and complete title in and to the Files, including all intellectual property rights therein. You may not redistribute, sell, decompile, reverse engineer, disassemble, or otherwise reduce the Files to any other form whatsoever. Software from this Site is subject to applicable export controls. Software from this Site may not be downloaded or otherwise exported or reexported outside of Canada. By downloading or using any software from this Site, you represent and warrant that you are not located in, under the control of, or a national or resident of any country or territory outside of Canada.


The rights granted to you herein terminate immediately upon any violation by you of these Terms of Use. Dimensional reserves the right to terminate your access to this Site at any time, without notice, for any reason whatsoever. You agree that Dimensional shall not be liable to you or any third party for any termination of your access to this Site.

Disclaimers and Limitations of Liability 

You expressly understand and agree that your use of this site is provided on an "as is" and "as available" basis. To the full extent permitted under applicable law, Dimensional and its officers, directors, employees and agents expressly disclaim all warranties of any kind, whether expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, non-infringement, title, availability, accuracy or completeness and all warranties regarding security, currency, completeness, performance, with respect to (1) this Site, (2) any materials products or services available on or through this Site, (3) use of this Site, materials, product or services, and (4) the results of the use of this Site, materials, products or services.  Dimensional and its officers, directors, employees and agents express disclaim all warranties with respect to any delays or errors in the transmission or delivery of any materials, products, or services available through this Site and make no warranty that: this site will meet your requirements; this site will be uninterrupted, timely, secure, or free of viruses, errors, worms, date bombs, time bombs, or other harmful components; the results that may be obtained from the use of this site will be accurate or reliable; the quality of any products, services, information, or other material obtained by you through this site will meet your expectations; any errors on this site will be corrected; and the data and materials presented or displayed on this site are correct, accurate, or reliable.

Any content or data downloaded or otherwise obtained through the use of this site is done at your own discretion and risk. You will be solely responsible for any damage to your computer system or loss of data that results from the download of any such content.

No advice or information, whether written or oral, whether obtained by you from Dimensional, from a Dimensional employee or agent, or through or from this site, shall create any warranty not expressly stated in these terms of use. Dimensional will not be liable for any direct, indirect, incidental, special, consequential, punitive, or exemplary damages, including but not limited to, damages for loss of profits, revenue, income, goodwill, use, data, other intangible losses or damages caused by theft, unauthorized access, systems failure, or communications line failure, or the cost of procuring substitute goods or services, caused by the use of or inability to use this Site, materials, or any products or services provided herein (even if Dimensional has been advised of the possibility of or could have foreseen such damages), resulting from any matter relating to this site. Dimensional and its officers, directors, employees or agents will not be responsible for any failure to comply, by you or any third party, with these terms or with applicable federal, provincial and local laws.


You agree to indemnify, defend, and hold harmless Dimensional and its officers, directors, employees, and agents from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this Site.


If any provision of these Terms of Use is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severed and will not affect the validity and enforceability of the remaining provisions. These Terms of Use represent the entire agreement between Dimensional and the user relating to the subject matter herein.

Choice of Law

Dimensional Canada controls and operates this Site from our offices within the Province of British Columbia, Canada. By visiting this Site, you agree that the laws of the Province of British Columbia and the laws of Canada applicable therein, without regard to principles of conflict of laws, will govern these terms and conditions of use and any dispute of any sort that might arise between you and Dimensional Canada arising from your use of this Site. The courts of the Province of British Columbia, Canada shall have exclusive jurisdiction to settle any dispute that may arise out of, under or in connection with these conditions and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.


Dimensional reserves the right, at its sole discretion and without your prior consent, to modify these terms and conditions of use at any time, and any such modification will be effective immediately upon posting the modification. We suggest that you check these Terms of Use periodically for modifications. If you use this Site after we post modifications to this Site, then you will be bound by such modifications.