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
Dave reflects on how his new investment perspective has helped him navigate this year’s market uncertainty with calm and confidence. His story, Now and Then, highlights the benefits of working with a financial advisor and having a long-term perspective on market returns.Read more
Skaff and Gochnour will oversee the day-to-day management and operations of the Financial Advisor Services business, which is focused on working with Dimensional’s advisor relationships to help them deliver the best client experience for investors.Read more
Dimensional is proud to honor John “Mac” McQuown, co-winner of the 13th CME Group Melamed-Arditti Innovation Award, for his efforts in revolutionizing investment management.Read more
Rizova and Lee will lead Dimensional’s Research team, which is focused on improving the design and execution of the firm’s investment strategies as well as conducting new investment research on a range of topics.Read more
Dimensional finds that investors who are planning for or in retirement care more about the amount of money they can spend each year vs. the size of their retirement nest egg.
A new survey from Dimensional finds investors place a high value on the sense of security they receive from their financial advisor relationships.
Gerard O’Reilly will become Co-CEO of Dimensional Fund Advisors LP, alongside Dave Butler, Co-CEO and Head of Global Financial Advisor Services. O’Reilly will continue as CIO of the firm.Read more
Dimensional Fund Advisors is honored to be named “2017 Retirement Leader of the Year” by Fund Intelligence, sponsor of the 24th Mutual Fund Industry Awards. The award is given to a firm that has made a key impact on the retirement industry at large.Read more
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
The S&P STRIDE Indices are an innovative approach to manage the uncertainty of retirement income.Read more
“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
*“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.
Investing involves risks such as fluctuating value and possible loss of principal investment.