Advisor Flipbooks

6 SEI Strategies with Dimensional. Diversification is key to our strategies. Together with their advisor, investors can select from strategies based on individual goals with an investment selection spanning the stability-to-growth spectrum. We provide the flexibility to combine investment vehicles and control exposure by choosing between global or U.S.-focused strategies. A look inside the strategies SEI Moderate Growth Strategy with Dimensional Dimensional U.S. Equity ETF 6.75% Dimensional U.S. Core Equity Market ETF 10.50% Dimensional U.S. Core Equity 2 ETF 14.00% Dimensional U.S. High Profitability ETF 6.75% Dimensional World ex U.S. Core Equity 2 ETF 8.25% Dimensional International Core Equity Market ETF 6.75% Dimensional International High Profitability ETF 3.00% Dimensional Emerging Core Equity Market ETF 4.00% Dimensional Core Fixed Income ETF 23.25% Dimensional Inflation-Protected Securities ETF 5.00% Dimensional Global ex U.S. Core Fixed Income ETF 5.75% SPDR Portfolio High Yield Bond ETF 2.50% VanEck Vectors J.P. Morgan EM Local Currency ETF 1.25% Vanguard Emerging Markets Government 1.25% Cash & Cash Equivalents 1.00% SEI Tax-Managed Moderate Growth Strategy with Dimensional Dimensional U.S. Equity ETF 6.75% Dimensional U.S. Core Equity Market ETF 10.50% Dimensional U.S. Core Equity 2 ETF 14.00% Dimensional U.S. High Profitability ETF 6.75% Dimensional World ex U.S. Core Equity 2 ETF 8.25% Dimensional International Core Equity Market ETF 6.75% Dimensional International High Profitability ETF 3.00% Dimensional Emerging Core Equity Market ETF 4.00% Dimensional National Municipal Bond ETF 34.00% VanEck Vectors High Yield Muni ETF 3.00% VanEck Vectors J.P. Morgan EM Local Currency ETF 1.00% Vanguard Emerging Markets Government Bond ETF 1.00% Cash & Cash Equivalents 1.00% Tax-managed example As of March 31, 2025. Holdings are subject to change. Standard example

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