Dimensional Co-CEO and CIO Gerard O’Reilly talks with Bloomberg ETF IQ on “bucking the trend” in ETFs and doing what’s right for investors.
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Co-CEO and CIO Gerard O’Reilly talks about Dimensional’s investment strategy, the importance of robust research, factors, intangibles, security lending, and more.
Since launching in September 2021, Dimensional’s expanded SMA offering has surpassed $500 million in assets under management. Now, the firm is adding new enhancements to offer even more customization opportunities for investors.
Read moreDimensional further expanded its exchange-traded funds (ETFs) offering with the listing of the firm’s US Marketwide Value ETF, a conversion of its Tax-Managed US Marketwide Value Portfolio II mutual fund into an active transparent ETF.
Read moreNobel laureate and Dimensional Resident Scientist Robert C. Merton has been recognized for his contributions to financial innovation and his dedication to improving retirement outcomes.
Read moreThe new listings provide financial professionals with a full suite to build comprehensive, globally diversified models using Dimensional ETFs.
Read moreDimensional plans to expand its ETF suite with four new sustainability-focused funds.
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Dimensional expanded its ETF lineup with four international funds. One offers exposure to core equities across market caps and styles, while three component solutions focus on small cap, value, and high profitability equities.
Dimensional has increased exposure to the short end of the US Treasury curve and to corporate debt, seeing opportunities in parts of the debt market that have broadly sold off this year.
Read moreEugene F. Fama, Nobel laureate and a Dimensional Director, talks with the New York Times about the crisis in Ukraine and the behavior of markets during times of uncertainty.
Read moreSavina Rizova, Global Head of Research at Dimensional, has been named one of Barron’s 100 Most Influential Women in US Finance.
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Dimensional expanded its ETF offering with three funds that offer exposure to US small cap value and US high profitability equities, as well as US real estate markets.
Dimensional Co-CEO Gerard O’Reilly was featured on CNBC’s “ETF Edge,” where he spoke with host Bob Pisani about everything from the Fed’s stance on tapering and the Omicron variant to the firm’s expansion into ETFs.
Read moreDimensional is pleased to announce a reduction in management fees across a broad range of US mutual funds and ETFs, effective February 28, 2022.
Read moreDimensional Fund Advisors listed today the company’s first four active transparent fixed income exchange-traded funds (ETFs) and filed a preliminary registration statement for 10 more equity ETFs.
Read moreProfessors Reena Aggarwal of Georgetown, Francis A. Longstaff of UCLA, and Heather E. Tookes of Yale have been nominated as Independent Directors to oversee Dimensional's mutual funds and ETFs.
Read moreWith the rise of investment customization in wealth management, advisors will play an elevated role in helping clients integrate their preferences, goals, and values into one-of-a-kind portfolios.
Read moreDimensional has appointed Jim Whittington as Head of Responsible Investment. He replaces Joe Chi, who will retire at the end of the year. Additionally, the firm named Lacey Huebel as Head of Responsible Investment, North America.
Read moreCustom-built, digital SMA Center allows financial professionals to provide more of their clients with personalized solutions based on Dimensional’s value-added investment approach.
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With the conversion of two non-US-market mutual funds, Dimensional is expanding its offering of active transparent ETFs.
Dave Plecha, Dimensional’s Global Head of Fixed Income, discusses the fundamentals of bond investing, including the role of bonds in a portfolio, inflation and negative interest rates, return premiums in fixed income, bond market characteristics, and how Dimensional uses market information to pursue higher expected returns.
Read moreMarketWatch spoke with Dimensional’s Mathieu Pellerin and Savina Rizova about key spending and allocation considerations and the importance of taking an income-focused approach to retirement investing.
Read moreDimensional Fund Advisors, a global leader in systematic factor investing, is bolstering leadership in its affiliate’s London-based EMEA Investment team, effective August 1, 2021.
Read moreDave Plecha, Global Head of Fixed Income, tells Bloomberg why Dimensional has been extending duration in its core bond portfolios this year.
Read moreBloomberg’s “Wall Street Week” recently spoke with Dimensional Founder and Executive Chairman David Booth about stock market volatility, investing vs. gambling, inflation’s uncertain impact, the small cap and value premiums, and more.
Read moreWes Crill, Head of Investment Strategists and Vice President, spoke to the Financial Times about the “close to unprecedented” rebound of small cap value stocks in recent months.
Read moreDimensional extends its ETF offering by converting four US tax-managed mutual funds into active transparent ETFs. The new ETFs offer the diversification and transparency of indexing while targeting higher expected returns through systematic, flexible implementation.
Read moreDimensional Fund Advisors releases data from the M&A section of its 2020 Global Advisor Study, one of the largest global advisor business analyses.
Read moreDimensional is pleased to be selected as Best New ETF Issuer of the Year by ETF.com, among recognition in other categories.
Read moreAs its newly launched ETFs surpass $1 billion under management, Dimensional draws on its past while looking to the future.
Read moreDimensional is one of the first investment managers to be certified as Climate Neutral by South Pole for its worldwide operations and support of climate action projects.
Read more"Quantitative investment firm Dimensional Fund Advisors is already making waves in the $5.9 trillion exchange-traded fund market.” – Bloomberg
Read moreDavid Booth was interviewed on the Rational Reminder podcast about his storied career, the history and philosophy of Dimensional, and how he built a business that puts clients first.
Read moreNew ETF offers broadly diversified, all cap core equity exposure to emerging markets with robust daily implementation
Read moreNew ETFs offer broadly diversified, all cap core equity exposure with robust daily implementation.
Read moreDimensional unveils plans to convert six tax-managed mutual funds into new ETFs, and targets November 18 for planned listing of its first two Dimensional Core Equity Market solutions.
Read moreInstitutional Investor featured a paper from Dimensional researchers Wei Dai and Savina Rizova and Dimensional’s Resident Scientist Robert Merton that makes the case against performance fees for factor-based strategies.
Read moreDimensional is pleased to announce a reduction in management fees across a broad range of equity mutual funds effective February 28, 2021.
Read moreDimensional Fund Advisors has hired ETF industry veteran Nicole Hunter as Head of Capital Markets, effective October 26.
Read moreDimensional research suggests no tangible performance benefits from adjusting for intangibles.
Read moreDimensional Fund Advisors announced that, on September 14, Bernie Grzelak will join Dimensional as Chief Financial Officer.
Read moreMarketWatch shared an article from Dimensional Founder and Executive Chairman David Booth advising investors to stick with a long-term plan that incorporates value stocks.
Read moreDimensional has named Selwyn Notelovitz its Global Chief Compliance Officer and Randy Olson the Chief Compliance Officer of Dimensional’s US funds.
Read moreDimensional announced the appointment of Joel Kim as CEO of the firm’s Asia ex Japan business.
Read moreLeading global investment firm brings four decades of experience in systematic, active investing to ETFs.
Read morePLANSPONSOR featured an article from Dr. Zvi Bodie, President of Bodie Associates, and Tim Kohn, Dimensional’s Head of Retirement Distribution, on the value of income in retirement.
Read moreCFA Institute presents Nobel laureate and Dimensional Resident Scientist Robert C. Merton with a collection of papers reflecting on his influential scholarly work.
Read moreDavid Booth reflects on the pain of history repeating itself and offers hope that this may be the moment when the future bends to the side of justice.
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CNBC shared an essay from Dimensional Founder and Executive Chairman David Booth with career advice for college graduates during uncertain times.
Dimensional is further extending the application of its robust investment principles to asset allocation by launching five series of Wealth Models.
Read moreThe New York Times spoke to Dimensional Founder and Executive Chairman David Booth about the principles of long-term investing amidst the uncertainty of COVID-19.
Read moreDave Butler and Gerard O’Reilly on the continued measures we’re taking to manage your investments effectively and protect our employees and our community.
Read moreDimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.
Learn moreAs Dimensional continues to innovate and expand, it is investing in key leadership roles to enhance the strategies and solutions it provides to clients. Here are some of the firm’s major investments in people in 2019.
Read moreWorth recently shared an essay by Dimensional Founder and Executive Chairman David Booth on how investors can have a rewarding experience by changing the way they think about investing.
Read moreDimensional Fund Advisors LP has named Lisa Dallmer its new Chief Operating Officer. Dallmer brings to the role two decades of senior leadership experience in global financial operations with organizations including BlackRock and the New York Stock Exchange.
Read morePensions & Investments highlighted an MIT symposium celebrating Dimensional Resident Scientist Robert Merton’s 75th birthday and lifetime of work.
Read moreDimensional, a global leader in asset management, is creating an Investment Solutions Group within its Investment Team and promoting its Co-Heads of Research. Marlena Lee will serve as Head of Investment Solutions. Savina Rizova will become the sole Head of Research.
Read moreThe Economist sat down with Robert Merton, Nobel laureate in economic sciences and Dimensional’s Resident Scientist, to discuss the mathematics of time and its impact on real-life investing.
Read moreThe Financial Times sat down with Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly. The profile covers O’Reilly’s path to Dimensional, his leadership alongside Dave Butler, and the firm’s research-based culture and approach to investing.
Read moreDuring a grand opening celebration with local officials, Dimensional opens its new East Coast headquarters in Charlotte.
Read moreDarrell 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 moreJed 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 moreDimensional 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 videoThe 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 moreDimensional 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 moreNathan 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 moreDave 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 moreSkaff 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 moreDimensional 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 moreRizova 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.
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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.
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A new survey from Dimensional finds investors place a high value on the sense of security they receive from their financial advisor relationships.
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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 moreFounder and Executive Chairman David Booth reflects on the importance of having an investment philosophy you can stick with over the long-term.
Read moreDimensional 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 moreAn in-depth look at the firm noting, “Dimensional isn’t strictly an active or passive investor. It’s both.”
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Learn how Dimensional refined innovative academic theories and applied them in the real world.
Read moreThe S&P STRIDE Indices are an innovative approach to manage the uncertainty of retirement income.
Read moreDimensional Target Date Retirement Income Funds are designed to focus on income growth and next generation risk management.
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