Announcement


Dimensional Celebrates 40 Years of Innovation

As its newly launched ETFs surpass $1 billion under management, Dimensional draws on its past while looking to the future

Austin, TX—April 12, 2021—Dimensional Fund Advisors, a global leader in systematic factor investing, is celebrating the 40th anniversary of the firm’s founding. To reflect on its role in several industry transformations and highlight its commitment to innovation, Dimensional will ring the bell at the New York Stock Exchange (NYSE) today, host Dimensional Week for employees, and launch an employee podcast featuring first-person stories from inside the company over its four decades.  

“We built the firm on the foundation of implementing the great ideas in finance,” said Founder and Executive Chairman David Booth. “For 40 years, we have trusted markets. And for 40 years, we have built trust with financial professionals and investors around the world. We will continue to work every day to transform the client and investor experience for the better.”

Booth started Dimensional in 1981 from the spare bedroom of his apartment in Brooklyn, N.Y. The new firm was built to apply an academic approach to investing and improve upon indexing. What seemed like a bold idea to many people at the time has become a cornerstone of a better way to invest. Over the past four decades, the industry has made significant progress toward driving down costs, encouraging diversification, and developing innovative solutions that benefit investors.

This morning, Dimensional will kick off its anniversary celebrations with the NYSE bell-ringing. The event comes shortly after Dimensional’s first three ETFs surpassed $1 billion in combined assets less than five months after launching. Their early growth is evidence of the firm’s strong relationships with financial professionals and their interest in accessing Dimensional Investing through an ETF wrapper.

“Our clients are at the heart of everything we do,” said Dave Butler, Co-CEO of Dimensional. “We are committed to continuing to enhance the solutions and services we deliver based on our clients’ evolving needs, just as we have for the past four decades.”

“The launch of Dimensional’s ETF suite and the expansion of our separately managed account platform are just the most recent examples of how we seek to continually evolve while maintaining our focus on rigorous research and implementation,” said Co-CEO and Chief Investment Officer Gerard O’Reilly.

“Just as we have helped transform the investor experience through offering broadly diversified, low-cost, systematic portfolios and advocating for professional advice, we will continue to advocate and innovate for the best interests of clients and investors,” Butler added.

Following the NYSE bell ringing, Dimensional will kick off Dimensional Week, an annual event for its nearly 1,500 employees across the firm’s global offices. In addition to presentations, workshops, and conversations, Dimensional will commemorate its 40 years of innovation by giving employees a bespoke hardbound book celebrating the firm’s legacy and achievements and recognizing their central role. In addition, Dimensional will release a special internal podcast series featuring employees and their stories.

View the bell ringing on Vimeo.

 

ABOUT DIMENSIONAL FUND ADVISORS

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading, while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 13 global offices across North America, Europe, and Asia. As of March 31, 2021, Dimensional manages $637 billion for investors worldwide.

 

____________________________________________

DISCLOSURES

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.

“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., Dimensional Ireland Limited, 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.

UNITED STATES

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.