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Co-CEO Gerard O’Reilly on Morningstar’s “The Long View” Podcast

February 3, 2021

Co-CEO and Chief Investment Officer Gerard O'Reilly shares the latest on the launch of Dimensional ETFs, the importance of client relationships, and the role of academic research.
Click here to listen.

This material is in relation to the US market and contains analysis specific to the US.



Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at Risks include loss of principal and fluctuating value. These risks are described in the Principal Risks section of the prospectus. Dimensional funds are distributed by DFA Securities LLC.

ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. Ordinary broker commissions may apply.

Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Environmental and social screens may limit investment opportunities for the fund. The fund prospectuses contain more information about investment risks. Diversification neither assures a profit nor guarantees against loss in a declining market.

Securities lending is an over-the-counter market that involves the borrowing and lending of securities predominantly for the purpose of covering short-sale positions. Participants include pension funds, mutual funds, and foundations, which lend their security holdings, as well as option traders, hedge funds, and other asset managers, which borrow security holdings. These parties rely on their respective intermediaries (custodians for the lenders and prime brokers for the borrowers) to broker their transactions and manage counterparty risk.

Robert Merton provides consulting services to Dimensional Fund Advisors LP. Myron Scholes is an independent director of the Dimensional ETF Trust and Dimensional's US Mutual Fund Boards. Dimensional's US Mutual Fund Boards refers to The DFA Investment Trust Company, DFA Investment Dimensions Group Inc., Dimensional Investment Group Inc., and Dimensional Emerging Markets Value Fund.