Certain funds maintain policies which which restrict shareholders or require a supplementary agreement to purchase shares. The funds offered by Dimensional Fund Advisors on IBKR's platform are generally limited to financial advisors and require that the advisor contact Dimensional directly for approval. When applying, please be sure to inform Dimensional that you are an IBKR client and once Dimensional noifies us that your account has been approved, your account will be configured to accept orders.
Note that account holders who attempt to place an order without prior approval, will not be allowed to submit the order and will receive an order reject message.
To contact the fund for approval, please visit the Dimensional Fund Advisors website.