Bloomberg: Gerard O’Reilly Talks Fund Flows, Conversions, and More

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.

Gerard O’Reilly Dives Deep into Investment Philosophy on Rational Reminder Podcast

Co-CEO and CIO Gerard O’Reilly talks about Dimensional’s investment strategy, the importance of robust research, factors, intangibles, security lending, and more.

Dimensional Announces Enhancements to SMA Center as Platform Reaches Latest Milestone

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.

Dimensional Lists US Marketwide Value ETF after Completing Mutual Fund-to-ETF Conversion

Dimensional 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.

Resident Scientist Robert Merton Receives PSCA Lifetime Achievement Award

Nobel laureate and Dimensional Resident Scientist Robert C. Merton has been recognized for his contributions to financial innovation and his dedication to improving retirement outcomes.

Dimensional Lists Three New Emerging Markets Equity ETFs

The new listings provide financial professionals with a full suite to build comprehensive, globally diversified models using Dimensional ETFs.

Dimensional Announces Plans to Offer Four Sustainability ETFs

Dimensional plans to expand its ETF suite with four new sustainability-focused funds.

Dimensional Lists Four New International Equity ETFs

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.

Reuters: ‘Contrarian’ quant giant Dimensional focuses on US curve short end, corporate debt

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.

The New York Times: Talking War and Market Volatility With a Giant of Economics

Eugene 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.

Barron’s: Global Head of Research Savina Rizova among ‘100 Most Influential Women in US Finance’

Savina Rizova, Global Head of Research at Dimensional, has been named one of Barron’s 100 Most Influential Women in US Finance.

Dimensional Adds Three New US Equity ETFs to Growing Offering

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.

CNBC’s ‘ETF Edge’ Talks with Co-CEO Gerard O’Reilly

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.

Dimensional Lowers Fees on Mutual Funds and ETFs

Dimensional is pleased to announce a reduction in management fees across a broad range of US mutual funds and ETFs, effective February 28, 2022. 

Dimensional Lists Four Fixed Income ETFs and Announces Further Expansion of ETF Offering

Dimensional 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.

Dimensional Announces Shareholder Meeting to Elect New Directors of US Funds

Professors 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.

Dave Butler in Barron’s: Are SMAs the Future of Personalized Investing?

With 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.

Dimensional Appoints New Head of Responsible Investment

Dimensional 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.

Dimensional Unveils Expanded Separately Managed Accounts Offering

Custom-built, digital SMA Center allows financial professionals to provide more of their clients with personalized solutions based on Dimensional’s value-added investment approach.

Dimensional Lists Two International Equity ETFs After Completing Its Second Mutual Fund-to-ETF Conversion of 2021

With the conversion of two non-US-market mutual funds, Dimensional is expanding its offering of active transparent ETFs.

Dave Plecha Interviewed on Rational Reminder Podcast

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.

MarketWatch: How Can I Make Sure That the Money I’ve Saved Will Last My Whole Retirement?

MarketWatch 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.

Dimensional Strengthens EMEA Investment Leadership Team

Dimensional 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.

Bloomberg: Quant Pioneer Dimensional Is Buying the Bonds That Dalio Hates

Dave Plecha, Global Head of Fixed Income, tells Bloomberg why Dimensional has been extending duration in its core bond portfolios this year.

David Booth Interviewed on Bloomberg’s “Wall Street Week”

Bloomberg’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. 

Wes Crill in the Financial Times: Small Cap Value Rebound ‘Good News’ for Investors

Wes 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.

Dimensional Lists Four New ETFs Following the Industry’s Largest Mutual Fund-to-ETF Conversion

Dimensional 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.

Study: Financial advisors express high interest in M&A

Dimensional Fund Advisors releases data from the M&A section of its 2020 Global Advisor Study, one of the largest global advisor business analyses.

Dimensional Wins Two ETF.com Awards

Dimensional is pleased to be selected as Best New ETF Issuer of the Year by ETF.com, among recognition in other categories.

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.

Dimensional Receives Climate Neutral Operations Certification

Dimensional 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.

Bloomberg: Booth’s Dimensional Makes $700 Million Splash in ETF Debut

"Quantitative investment firm Dimensional Fund Advisors is already making waves in the $5.9 trillion exchange-traded fund market.” – Bloomberg

David Booth Interviewed on Rational Reminder Podcast

David 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.

Dimensional Fund Advisors Lists Emerging Core Equity Market ETF

New ETF offers broadly diversified, all cap core equity exposure to emerging markets with robust daily implementation

Dimensional Fund Advisors Lists Active Exchange-Traded Funds

New ETFs offer broadly diversified, all cap core equity exposure with robust daily implementation.

Dimensional Fund Advisors Significantly Expands ETF Offering

Dimensional 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.

Institutional Investor Highlights Dimensional Research on Performance Fees

Institutional 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.

Dimensional Reduces US Mutual Fund Management Fees

Dimensional is pleased to announce a reduction in management fees across a broad range of equity mutual funds effective February 28, 2021.

Dimensional Hires ETF Industry Veteran Nicole Hunter as Head of Capital Markets

Dimensional Fund Advisors has hired ETF industry veteran Nicole Hunter as Head of Capital Markets, effective October 26.

New Research Challenges the Impact of Intangibles

Dimensional research suggests no tangible performance benefits from adjusting for intangibles.

Dimensional Welcomes Bernie Grzelak as CFO

Dimensional Fund Advisors announced that, on September 14, Bernie Grzelak will join Dimensional as Chief Financial Officer.

David Booth’s Outlook on Value Investing Featured by MarketWatch

MarketWatch shared an article from Dimensional Founder and Executive Chairman David Booth advising investors to stick with a long-term plan that incorporates value stocks.

Dimensional Appoints New Global Chief Compliance Officer

Dimensional has named Selwyn Notelovitz its Global Chief Compliance Officer and Randy Olson the Chief Compliance Officer of Dimensional’s US funds.

Dimensional Appoints Joel Kim as CEO of Its Asia ex Japan Business

Dimensional announced the appointment of Joel Kim as CEO of the firm’s Asia ex Japan business.

Dimensional to Launch Exchange Traded Funds

Leading global investment firm brings four decades of experience in systematic, active investing to ETFs.

PLANSPONSOR Spotlights Income-Focused Approach to Target-Date Funds

PLANSPONSOR 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.

Robert C. Merton Honored with CFA Institute Collection of Papers Highlighting Impact on Industry

CFA Institute presents Nobel laureate and Dimensional Resident Scientist Robert C. Merton with a collection of papers reflecting on his influential scholarly work. 

A Reflection on Racial Injustice and Hope for a Change

David 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.

David Booth’s Advice for Recent Graduates Featured by CNBC

CNBC shared an essay from Dimensional Founder and Executive Chairman David Booth with career advice for college graduates during uncertain times.

Dimensional Launches Wealth Models Designed to Guide Asset Allocation Decisions

Dimensional is further extending the application of its robust investment principles to asset allocation by launching five series of Wealth Models.

David Booth in the New York Times: “This Isn’t a Dry Run”

The 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.

An Update from Dimensional’s Co-CEOs on COVID-19 Response

Dave Butler and Gerard O’Reilly on the continued measures we’re taking to manage your investments effectively and protect our employees and our community.

Dimensional Reduces US Mutual Fund Management Fees

Dimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.

Dimensional Invests in Key Leadership Positions

As 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.

David Booth Essay Featured in Worth

Worth 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.

Dimensional announces hiring of Lisa Dallmer as COO

Dimensional 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.

Symposium honors Nobel laureate Robert Merton for his 75th birthday

Pensions & Investments highlighted an MIT symposium celebrating Dimensional Resident Scientist Robert Merton’s 75th birthday and lifetime of work.

Dimensional Creates Investment Solutions Group, Announces Key Leadership Appointments

Dimensional, 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.

Robert Merton and the effect of time on portfolio choice

The 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.

Gerard O'Reilly Featured in the Financial Times

The 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.

Dimensional expands presence in Charlotte

During a grand opening celebration with local officials, Dimensional opens its new East Coast headquarters in Charlotte.

Dimensional welcomes new independent directors to boards of US mutual funds

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.

Dimensional announces senior appointments to its investment team

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.

Gerard O’Reilly delivers commencement address at UCLA

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.

University of Chicago honors Dimensional Founder David Booth

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.

Dimensional Co-CEOs continue to build out their leadership team

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.

Dimensional appoints Co-CEOs to its EMEA business

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.

Dimensional features story by Dave Goetsch, Executive Producer of The Big Bang Theory

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.

Bryce Skaff named Head of US Financial Advisor Services, joining Mark Gochnour, Head of International Financial Advisor Services

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.

Dimensional congratulates John “Mac” McQuown on Innovation Award

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.

Savina Rizova and Marlena Lee named Co-Heads of Research

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.

Investors focused on what they can spend each year in retirement, according to Dimensional’s 2017 Global Investor Feedback Survey

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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Dimensional’s 2017 Global Investor Feedback Survey finds peace of mind tops list when investors measure the value of advice

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 to become Co-CEO

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.

Letter from the Chairman

Founder and Executive Chairman David Booth reflects on the importance of having an investment philosophy you can stick with over the long-term.

Dimensional named “Retirement Leader of the Year”

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.

Dimensional featured in the Wall Street Journal series exploring the rise of passive investing

An in-depth look at the firm noting, “Dimensional isn’t strictly an active or passive investor. It’s both.”

Dimensional Chairman and Co-CEO David Booth receives Institutional Investor’s “Manager Lifetime Achievement” award

Institutional Investor on how David Booth brings academic research to life

Learn how Dimensional refined innovative academic theories and applied them in the real world.

Dimensional collaborates with S&P Dow Jones Indices on the S&P STRIDE Indices

The S&P STRIDE Indices are an innovative approach to manage the uncertainty of retirement income.

Dimensional Fund Advisors launches next generation Target Date Solution

Dimensional Target Date Retirement Income Funds are designed to focus on income growth and next generation risk management.