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MFWire: DFA Funds, Dimensional
MUTUAL FUND FAMILY PROFILES [BETA]
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DFA Investment Dimensions Group Inc
6300 Bee Cave Road
Building 1
Austin, TX  78746
Google Maps

Contact
Main Phone: 512-306-7400
Web Site: http://www.dfaus.com

Mutual Fund Brand(s)
DFA Funds, Dimensional

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Dimensional Fund Advisors was started in 1981 by co-CEO and chairman David Booth and academic Rex Sinquefield. Their goal was to provide access to small-cap stocks, based on research about the outperformance of small caps.

    DFA has built its strong brand around its hybrid active-passive management and limited access to its funds through the advisor channel and the institutional channel. Its "DFA-approved" advisors must undergo training in its philosophy that promotes low cost investments and long-term asset allocation over market timing.

    DFA currently operates subsidiaries or funds in Australia, Canada, Germany, Ireland, Japan, the Netherlands, Singapore and the United Kingdom.

    CEO Succession

    In 2007 DFA officials announced that they were moving its headquarters to Austin, Texas from Santa Monica, California. The decision was part of tax planning process for a possible sale of the firm by Booth and early investors.

    In 2006-2007 Booth quietly shopped the firm, eventually turning down an offer from JP Morgan Chase. He took the firm off the market after the value of Dimensional fell because of the drop in AUM following the 2008 stock market collapse. Dimensional has since regained and surpassed its pre-crash AUM levels.

    On January 1, 2010, Eduardo Repetto was promoted to co-CEO alongside Booth. The management shift comes as part of Booth's succession planning.

    At one point, Booth had publicly revealed plans to step down as co-CEO at the end of 2013, which would have left Repetto as the sole CEO. .

    Founding

    Booth was part of a team at Wells Fargo & Co that created the first institutional index products in the early 1970s (those products beat Jack Bogle and Vanguard out of the gate).

    He took that experience into a venture with Rex Sinquefield after the two former University of Chicago MBA classmates were swayed by a Rolf Banz paper that showed small cap stocks had historically outperformed large cap stocks. Booth's apartment served as the money manager's first office.
    Sponsored Opportunities



    Key People:
    David Booth
    Co-founder, Executive Chairman, Dimensional Fund Advisors
    Dave Butler
    Co-CEO, Head of Global Financial Advisor Services, Dimensional Fund Advisors
    Gerard O'Reilly
    Co-Chief Investment Officer, Head of Research, Dimensional Fund Advisors
    Eduardo Repetto
    Chief Investment Officer, Avantis Investors (American Century)
    Lisa Dallmer
    Chief Operating Officer, Dimensional Fund Advisors
    Chris Crossan
    Global Chief Compliance Officer , Dimensional Fund Advisors
    Catherine Newell
    General Counsel, Dimensional Fund Advisors
    Paul Wise
    Chief Technology Officer , Dimensional Fund Advisors
    Robert Dintzner
    Former Chief Communications Officer & VP, Dimensional Fund Advisors
    Steve Clarke
    Head of Global Institutional Services/President, Dimensional Fund Advisors/Dimensional International
    Tim Kohn
    Retirement and International Benefits, Whole Foods Market
    Faith Yando
    Director, Global Public Relations and Communications, Indeed
    Story Archive for DFA Investment Dimensions Group Inc
    Published On Story Headline Publication
    4/22/2024 Vanguard Regains the Lead With a $70B Q1 MFWire.com
    4/18/2024 DFA, Van Eck, and 11 More AMs Win Big In Gotham MFWire.com
    2/22/2024 With a $15B Spike, Vanguard Regains the Lead MFWire.com
    1/24/2024 SSGA Takes the 2023 Crown After a Massive December MFWire.com
    10/23/2023 $62.622B and Counting MFWire.com
    9/20/2023 With $1.998B, Schwab Regains the Lead MFWire.com
    8/23/2023 JPMAM Threepeats, and BlackRock Repeats MFWire.com
    8/16/2023 Goldman Leads With $854MM MFWire.com
    7/20/2023 Schwab Dominates As Large Firm Outflows Shrink By 89 Percent MFWire.com
    6/21/2023 Bridge Builder's Inflows Triple As Large Firms' Outflows Rise MFWire.com
    5/23/2023 With $1.4B, Fido Takes the Active Inflows Lead MFWire.com
    5/16/2023 DFA Leads As Large Firms' Flows Improve By $20.6B MFWire.com
    5/4/2023 BondBloxx and DFA Win Big In Gotham MFWire.com
    4/27/2023 Active Outflows Jump By $51B, But ... MFWire.com
    4/20/2023 Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    3/17/2023 Schwab Wins Again Despite a Flows Slowdown MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/23/2023 DFA Mourns a Distro Visionary MFWire.com
    2/16/2023 With $5.2B, Schwab Threepeats MFWire.com
    2/2/2023 At DFA, a 14-Year Vet Takes Over Retirement 401kWire.com
    1/19/2023 Schwab Dominates, Raking In $38B MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/19/2022 These Firms' Flows Improved By $26B In Two Months MFWire.com
    9/2/2022 Will 2022 Be One Category's Worst Flows Year In Three Decades? MFWire.com
    8/22/2022 Active Outflows Surpass Passive Inflows By $13B MFWire.com
    8/18/2022 A $575B-AUM Firm's Founder Plans a Museum MFWire.com
    8/15/2022 Schwab's Inflows Triple to $4.605B MFWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    6/14/2022 Schwab Repeats As $2.226B Flows In MFWire.com
    5/9/2022 A $659B-AUM Firm Adds 3 EM Funds MFWire.com
    4/18/2022 Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/15/2022 Schwab Four-Peats As Large Firms' Marketshare Rises MFWire.com
    1/19/2022 Schwab's Inflows Nearly Triple to $50B MFWire.com
    8/11/2021 11 Years In, a Texas DC I-O Vet Exits, Refocusing 401kWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    4/16/2021 Booth Pushes Back Against the Latest Fads MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/18/2021 Lone Star Fundsters Address Winter Storm Uri MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    10/22/2020 As a Giant Enters, an ETF Vet Joins MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    9/14/2020 Week In Preview, September 14-20 MFWire.com
    9/10/2020 In Jersey, Dallmer Finds DFA's Next C-Suiter MFWire.com
    8/21/2020 Active Inflows Fall 58 Percent MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    6/29/2020 A $506B-AUM Giant Enters the ETF Dimension MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    1/15/2020 The $183B Year MFWire.com
    1/6/2020 Repetto Hires a Familiar Academic MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    12/12/2019 A $579B-AUM Firm Gains a COO MFWire.com
    5/23/2019 Lynch Shares Art, and Booth Looks to Space MFWire.com
    4/3/2019 Check Your Ego to Lead This MF Giant MFWire.com
    3/19/2019 Bogles' Bunch Dominates Both Sides MFWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    3/7/2019 2019's Richest Fundsters Are ... MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/19/2018 Two-Thirds of the Giants Suffer Outflows MFWire.com
    11/9/2018 U Chicago Honors a Longtime Fundster Ally MFWire.com
    10/17/2018 New Lens: Active vs Passive Winners MFWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    9/10/2018 Week In Preview, September 10-16 MFWire.com
    5/31/2018 Two More Billionaire Fundsters Make a Pledge MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    3/9/2018 2018's Richest Fundsters Are ... MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/27/2018 Glimpse This Fund Firm's Planned East Coast HQ MFWire.com
    1/29/2018 Week In Preview, January 29-February 4 MFWire.com
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    12/21/2017 Even Vanguard and BlackRock Slowed Down a Bit MFWire.com
    11/1/2017 DFA Powers an ESG's Startup's First Mutual Fund MFWire.com
    9/26/2017 Only One Active Shop Passed $1B in Inflows in August MFWire.com
    8/21/2017 Vanguard and BlackRock Eclipse the Competition, Again MFWire.com
    8/16/2017 Booth and Butler Find Their Next DFA Co-Pilot MFWire.com
    7/20/2017 Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    4/28/2017 M* Shares High Hopes For These Nine Managers MFWire.com
    4/27/2017 TD Ameritrade Makes a Strategic Deal With DFA MFWire.com
    3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/21/2017 The Richest Fundsters, 2017 Edition MFWire.com
    3/17/2017 13 Fund Firms Had a $1B February MFWire.com
    2/22/2017 Booth Anoints a Second Successor MFWire.com
    2/21/2017 TIAA and Passive Players Won January MFWire.com
    1/19/2017 Vanguard, BlackRock, and SSgA Won 2016 MFWire.com
    1/19/2017 71 Percent of Big Fund Firms Suffered in December MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    12/27/2016 How Do You Compete In the Age of Vanguard? MFWire.com
    11/2/2016 From TDFs to TDIFs 401kWire.com
    9/16/2016 Big ETF Shops and Lord Abbett Shined in August MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    7/19/2016 Stork and Reaper -- July 19, 2016 MFWire.com
    7/19/2016 Only One Category of Active Funds Won In June MFWire.com
    6/17/2016 Three Fund Firms Brought In More than $2B Each In May MFWire.com
    5/16/2016 Seven Months and Counting: Vanguard Is Still On Top MFWire.com
    5/13/2016 Fink and Four Other Fundsters Are Money Masters MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/18/2016 DoubleLine and AB Crush It MFWire.com
    1/19/2016 Which Fund Firm Won 2015? MFWire.com
    12/16/2015 M*: Vanguard and iShares Have Dominated This Year MFWire.com
    12/10/2015 RIABiz to Vendors: Shape Up! MFWire.com
    11/16/2015 Vanguard Retakes the Lead MFWire.com
    10/19/2015 For the First Time In 2015, Somebody Beat Vanguard MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/17/2015 12 Fund Firms Suffer More Than $1B In Outflows, Each MFWire.com
    9/2/2015 This Is Where DFA Is Going Next MFWire.com
    8/14/2015 SSgA Turns Its Flows Around, In a Big Way MFWire.com
    8/7/2015 Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You MFWire.com
    7/14/2015 Booth Stretches an Alliance to Smart-Beta ETFs MFWire.com
    6/10/2015 What Makes DFA Different? MFWire.com
    6/4/2015 Booth and Bettinger Are Both Looking East MFWire.com
    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    2/17/2015 Vanguard, TCW, and DoubleLine Win January MFWire.com
    1/16/2015 DFA: the Apple to Vanguard's Google? MFWire.com
    1/14/2015 MetWest and Vanguard Had 2014's Hottest Funds MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    11/20/2014 Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In MFWire.com
    1/8/2014 Rekenthaler Writes on What Makes Dimensional Different MFWire.com
    1/6/2014 Dimensional's Booth is Like Luke Skywalker MFWire.com
    1/3/2014 FT Nods at Some Small Caps MFWire.com
    12/5/2013 Fido Slashes FundsNetwork Commissions On All But Five Shop's Funds MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    11/29/2013 Can DFA Be the Intel of 401k? MFWire.com
    11/26/2013 Advisors Love Their DFA and J.P. Morgan Wholesalers MFWire.com
    11/12/2013 NYTimes Catches Smart-Beta Fever MFWire.com
    10/21/2013 Bogle Disagrees with Fama, Philosophically MFWire.com
    10/18/2013 Rekenthaler Writes: Respect the Data! MFWire.com
    10/14/2013 DFA's Muse Wins the Nobel MFWire.com
    10/11/2013 Vanguard Kicks More Ass MFWire.com
    10/11/2013 Rekenthaler Enters the Smart Beta Debate MFWire.com
    9/30/2013 Sinquefield Pushes for Tax Reform in Missouri MFWire.com
    9/17/2013 Morningstar Reports Fund Flows for August MFWire.com
    9/10/2013 Critic Says DFA Has Descended Into Scientism MFWire.com
    8/22/2013 Rekenthaler: M* Ratings Are Predictive After All MFWire.com
    8/20/2013 M* Rates Five Funds For the First Time MFWire.com
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