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Dimensional Cuts SMA Floor to $500,000 as Indexing Rivalry Grows

  • Separately managed account minimum had been over $20 million
  • U.S. tax changes could drive demand for do-it-yourself indexes

The hurdle to access Dimensional Fund Advisors’s lineup of separately managed accounts just got a lot lower.

The Austin, Texas-based quant giant slashed the account minimum to just $500,000, according to a statement Monday. That’s down from the typical threshold of more than $20 million for Dimensional SMAs, bespoke portfolios normally tailored to wealthy individuals.