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INVESTMENT STEWARDSHIP AND SUSTAINABILITY

 

Policies

Investment Stewardship Statement

This document describes Dimensional’s approach to investment stewardship.

View the Statement


Responsible Investment Statement

This document describes Dimensional’s approach to responsible investing.

View the Statement


Shareholder Engagement / Shareholder Rights Directive II

Engagement Policies

Dimensional Fund Advisors Ltd.’s engagement policy can be found here.

Dimensional Ireland Limited’s engagement policy can be found here.

Further disclosure is also contained in the Responsible Investment Statement and
in the Investment Stewardship Statement (see "Responsible Investment Statement"
and “Investment Stewardship Statement” above).


Other Shareholder Rights Directive II information

Dimensional Fund Advisors Ltd. has published its UK Stewardship Code Report
2023-2024 covering the reporting period from 1 July 2023 to 30 June 2024, and
also provides an explanation of the most significant votes for the same
period here.

To view a Fund’s performance history, please click here. Please note that the
performance information disclosed is as of the date noted on the webpage.

To view a Fund’s investment objective, please click here to reference its Key
Investor Information Document.

To view a Fund’s portfolio composition, please click here and refer to the
Holdings document in the Fund Documents tab. Please note that the composition
information disclosed is as of the date noted on the Holdings document.

To view a Fund’s portfolio turnover rate, please click here and select the
relevant Fund to view its Characteristics.

To view a Fund’s portfolio costs, please reference Dimensional Fund Advisors
Ltd’s European MiFID Template (EMT). If you would like a copy of the EMT please
email your request to EMEAmailbox@dimensional.com.


Sustainable Finance Disclosure Regulation

Information on Dimensional’s SFDR page here.


Statement on Investment in Controversial Weapons

This document details Dimensional’s position with respect to investments in
companies involved in the production of controversial weapons.

View the Report


UK Stewardship Code

Dimensional Fund Advisors Ltd. (‘Dimensional UK’) is pleased to share its
updated UK Stewardship Code Report 2023-2024 covering the period from 1 July
2023 to 30 June 2024. This report is intended to provide investors with greater
transparency regarding our investment stewardship activities and highlight
outcomes from our efforts to add value for shareholders.

View the Dimensional UK Stewardship Report 2023-2024

Rationales for votes which are deemed “Most Significant” by Dimensional can be
found in the Most Significant Votes Report available here.


Proxy Voting Guidelines

These documents describe Dimensional’s approach to corporate governance and
proxy voting. Each guidelines summary corresponds to the funds or accounts that
follow the relevant guidelines.

 * Standard Guidelines
 * Sustainability Guidelines


 

Voting

Proxy Voting Records



Environmental and Social Vote Details and Rationale Report for Dimensional
Sustainability Equity Strategies

This report includes details on how Dimensional’s Sustainability Strategies
voted on environmental and social proposals during the previous proxy year.

View the Report


For questions about our stewardship and responsible investing approach and
policies, please visit the resources on this page or contact our Investment
Stewardship group at corporategovernance@dimensional.com.




Copyright ©2024 Dimensional Fund Advisors




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