Years since founding
In firmwide assets under management, USD (in billions)
Employees in 13 global offices
Darrell Duffie of Stanford and Ingrid M. Werner of Ohio State have been appointed to serve as independent directors of Dimensional’s US mutual funds. They join a long list of leading academics who have helped provide oversight of the funds on behalf of investors.Read more
Jed Fogdall will become Head of Global Portfolio Management and Chair of the Investment Committee effective February 28, 2019. Mary Phillips, Allen Pu, and Joel Schneider will become Deputy Heads of Portfolio Management, North America. Joseph Chi will become an ex officio member of the Investment Committee.Read more
Dimensional Co-CEO and Chief Investment Officer Gerard O'Reilly delivered the commencement address to Master of Financial Engineering (MFE) graduates at the UCLA Anderson School of Management. He shared his observations on education, financial models, and the skills that are critical to real-world success.Watch video
Dimensional is elevating leaders from within and bringing in outside talent in some key areas to ensure our leadership team continues to position the company for excellence in every aspect of our investment offering and client service.Read more
The Board of Trustees of the University of Chicago has bestowed the school’s highest honor on one of its former students and leading philanthropists. David Booth, Founder and Executive Chairman of Dimensional Fund Advisors, was presented the University of Chicago Medal during a ceremony yesterday at the school.Read more
Dimensional has appointed Erik van Houwelingen as Head of European Sales of its UK subsidiary, Dimensional Fund Advisors Ltd.Read more
Nathan Lacaze and John Romiza, directors and senior members of Dimensional’s leadership team in London, will become Co-CEOs of Dimensional Fund Advisors Ltd. (DFAL), effective July 1, 2018. After 28 years with Dimensional, Art Barlow, who is currently Managing Director of DFAL, will be retiring in early 2019.Read more
A new survey from Dimensional finds investors place a high value on the sense of security they receive from their financial advisor relationships.
An in-depth look at the firm noting, “Dimensional isn’t strictly an active or passive investor. It’s both.”Read more
Watch video interview
“We think indexing is too mechanical,” co-founder David Booth said in a recent interview. “A little bit of judgment can make a difference.”
Wall Street Journal
October 20, 2016
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