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MFWire: DFA Funds, Dimensional
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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DFA Investment Dimensions Group Inc
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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
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Background:
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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 SuccessionIn 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. .
FoundingBooth 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.
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Sponsored Opportunities
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Key People:
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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
VP, Head of Defined Contribution Services, Dimensional Fund Advisors | Faith Yando
Director, Global Public Relations and Communications, Indeed |
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Story Archive for DFA Investment Dimensions Group Inc
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Published On
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Story Headline
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Publication |
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5/9/2022
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A $659B-AUM Firm Adds 3 EM Funds
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MFWire.com
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4/18/2022
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Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
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MFWire.com
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3/15/2022
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Schwab's Five-Month-Old Lead Widens
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MFWire.com
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2/25/2022
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Passive Inflows Plunge By $74B, And ...
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MFWire.com
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2/15/2022
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Schwab Four-Peats As Large Firms' Marketshare Rises
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MFWire.com
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1/19/2022
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Schwab's Inflows Nearly Triple to $50B
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MFWire.com
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8/11/2021
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11 Years In, a Texas DC I-O Vet Exits, Refocusing
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401kWire.com
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4/19/2021
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Passive Inflows Rise 25 Percent, But ...
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MFWire.com
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4/16/2021
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Booth Pushes Back Against the Latest Fads
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MFWire.com
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3/23/2021
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Fidelity and Vanguard Led the Way In February
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MFWire.com
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3/15/2021
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MF and ETF Inflows Quintuple
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MFWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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2/18/2021
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Lone Star Fundsters Address Winter Storm Uri
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MFWire.com
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2/17/2021
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Despite a January Dip, Inflows Rise YOY
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MFWire.com
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1/19/2021
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2020 Inflows Fell, But Giants' Dominance Grew
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MFWire.com
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10/22/2020
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As a Giant Enters, an ETF Vet Joins
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MFWire.com
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9/15/2020
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JPMAM Takes the Lead As Titans' Inflows Slip Again
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MFWire.com
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9/14/2020
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Week In Preview, September 14-20
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MFWire.com
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9/10/2020
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In Jersey, Dallmer Finds DFA's Next C-Suiter
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MFWire.com
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8/21/2020
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Active Inflows Fall 58 Percent
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MFWire.com
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8/14/2020
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Inflows Fall 41 Percent
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MFWire.com
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7/16/2020
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Titans' Inflows Climb Another 85 Percent
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MFWire.com
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6/29/2020
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A $506B-AUM Giant Enters the ETF Dimension
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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1/15/2020
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The $183B Year
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MFWire.com
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1/6/2020
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Repetto Hires a Familiar Academic
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MFWire.com
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12/19/2019
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A Bank's Active Funds Lead
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MFWire.com
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12/12/2019
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While Active Outflows Vanish, BlackRock Three-Peats
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MFWire.com
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12/12/2019
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A $579B-AUM Firm Gains a COO
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MFWire.com
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5/23/2019
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Lynch Shares Art, and Booth Looks to Space
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MFWire.com
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4/3/2019
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Check Your Ego to Lead This MF Giant
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MFWire.com
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3/19/2019
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Bogles' Bunch Dominates Both Sides
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MFWire.com
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3/12/2019
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Passive Inflows Drive February Growth
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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3/7/2019
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2019's Richest Fundsters Are ...
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MFWire.com
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2/21/2019
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Flows Rebound, and Vanguard Retakes the Lead
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MFWire.com
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1/18/2019
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Only Five Behemoths Netted December Inflows
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MFWire.com
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11/27/2018
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Vanguard Simultaneously Won and Lost Last Month
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MFWire.com
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11/19/2018
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Two-Thirds of the Giants Suffer Outflows
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MFWire.com
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11/9/2018
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U Chicago Honors a Longtime Fundster Ally
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MFWire.com
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10/17/2018
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New Lens: Active vs Passive Winners
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MFWire.com
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10/15/2018
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Week In Preview, October 15-21
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MFWire.com
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9/10/2018
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Week In Preview, September 10-16
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MFWire.com
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5/31/2018
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Two More Billionaire Fundsters Make a Pledge
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MFWire.com
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4/27/2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
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MFWire.com
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3/27/2018
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Even Vanguard and BlackRock Took a Flows Hit
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MFWire.com
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3/9/2018
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2018's Richest Fundsters Are ...
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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2/27/2018
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Glimpse This Fund Firm's Planned East Coast HQ
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MFWire.com
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1/29/2018
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Week In Preview, January 29-February 4
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MFWire.com
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1/3/2018
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A 30-Year Columbia Vet Helps Launch a Private Wealth Group
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MFWire.com
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12/21/2017
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Even Vanguard and BlackRock Slowed Down a Bit
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MFWire.com
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11/1/2017
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DFA Powers an ESG's Startup's First Mutual Fund
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MFWire.com
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9/26/2017
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Only One Active Shop Passed $1B in Inflows in August
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MFWire.com
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8/21/2017
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Vanguard and BlackRock Eclipse the Competition, Again
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MFWire.com
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8/16/2017
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Booth and Butler Find Their Next DFA Co-Pilot
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MFWire.com
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7/20/2017
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Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses
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MFWire.com
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5/17/2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
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MFWire.com
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4/28/2017
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M* Shares High Hopes For These Nine Managers
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MFWire.com
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4/27/2017
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TD Ameritrade Makes a Strategic Deal With DFA
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MFWire.com
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3/31/2017
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M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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3/21/2017
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The Richest Fundsters, 2017 Edition
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MFWire.com
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3/17/2017
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13 Fund Firms Had a $1B February
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MFWire.com
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2/22/2017
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Booth Anoints a Second Successor
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MFWire.com
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2/21/2017
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TIAA and Passive Players Won January
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MFWire.com
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1/19/2017
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Vanguard, BlackRock, and SSgA Won 2016
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MFWire.com
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1/19/2017
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71 Percent of Big Fund Firms Suffered in December
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MFWire.com
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12/30/2016
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The Most Popular MFWire Stories of 2016
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MFWire.com
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12/27/2016
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How Do You Compete In the Age of Vanguard?
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MFWire.com
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11/2/2016
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From TDFs to TDIFs
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401kWire.com
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9/16/2016
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Big ETF Shops and Lord Abbett Shined in August
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MFWire.com
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8/16/2016
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Filings For Fundsters - August 16, 2016
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MFWire.com
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7/19/2016
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Stork and Reaper -- July 19, 2016
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MFWire.com
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7/19/2016
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Only One Category of Active Funds Won In June
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MFWire.com
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6/17/2016
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Three Fund Firms Brought In More than $2B Each In May
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MFWire.com
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5/16/2016
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Seven Months and Counting: Vanguard Is Still On Top
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MFWire.com
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5/13/2016
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Fink and Four Other Fundsters Are Money Masters
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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3/18/2016
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DoubleLine and AB Crush It
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MFWire.com
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1/19/2016
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Which Fund Firm Won 2015?
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MFWire.com
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12/16/2015
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M*: Vanguard and iShares Have Dominated This Year
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MFWire.com
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12/10/2015
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RIABiz to Vendors: Shape Up!
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MFWire.com
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11/16/2015
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Vanguard Retakes the Lead
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MFWire.com
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10/19/2015
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For the First Time In 2015, Somebody Beat Vanguard
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MFWire.com
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9/25/2015
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More Than 2,000 Advisors Converge on Beantown
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MFWire.com
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9/17/2015
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12 Fund Firms Suffer More Than $1B In Outflows, Each
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MFWire.com
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9/2/2015
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This Is Where DFA Is Going Next
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MFWire.com
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8/14/2015
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SSgA Turns Its Flows Around, In a Big Way
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MFWire.com
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8/7/2015
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Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You
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MFWire.com
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7/14/2015
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Booth Stretches an Alliance to Smart-Beta ETFs
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MFWire.com
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6/10/2015
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What Makes DFA Different?
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MFWire.com
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6/4/2015
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Booth and Bettinger Are Both Looking East
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MFWire.com
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4/17/2015
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7 Titans Swallow 88 Percent of Inflows
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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2/17/2015
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Vanguard, TCW, and DoubleLine Win January
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MFWire.com
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1/16/2015
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DFA: the Apple to Vanguard's Google?
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MFWire.com
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1/14/2015
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MetWest and Vanguard Had 2014's Hottest Funds
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MFWire.com
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11/21/2014
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The Ten Biggest Fund Shops Now Control 58 Percent of the Assets
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MFWire.com
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11/20/2014
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Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In
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MFWire.com
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1/8/2014
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Rekenthaler Writes on What Makes Dimensional Different
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MFWire.com
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1/6/2014
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Dimensional's Booth is Like Luke Skywalker
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MFWire.com
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1/3/2014
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FT Nods at Some Small Caps
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MFWire.com
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12/5/2013
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Fido Slashes FundsNetwork Commissions On All But Five Shop's Funds
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MFWire.com
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12/2/2013
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Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie
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MFWire.com
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11/29/2013
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Can DFA Be the Intel of 401k?
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MFWire.com
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11/26/2013
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Advisors Love Their DFA and J.P. Morgan Wholesalers
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MFWire.com
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11/12/2013
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NYTimes Catches Smart-Beta Fever
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MFWire.com
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10/21/2013
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Bogle Disagrees with Fama, Philosophically
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MFWire.com
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10/18/2013
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Rekenthaler Writes: Respect the Data!
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MFWire.com
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10/14/2013
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DFA's Muse Wins the Nobel
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MFWire.com
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10/11/2013
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Vanguard Kicks More Ass
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MFWire.com
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10/11/2013
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Rekenthaler Enters the Smart Beta Debate
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MFWire.com
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9/30/2013
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Sinquefield Pushes for Tax Reform in Missouri
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MFWire.com
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9/17/2013
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Morningstar Reports Fund Flows for August
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MFWire.com
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9/10/2013
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Critic Says DFA Has Descended Into Scientism
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MFWire.com
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8/22/2013
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Rekenthaler: M* Ratings Are Predictive After All
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MFWire.com
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8/20/2013
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M* Rates Five Funds For the First Time
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MFWire.com
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8/14/2013
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BlackRock, Schwab Take a Page from DFA
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MFWire.com
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8/8/2013
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Repetto Messes with DFA's Secret Sauce
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MFWire.com
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7/30/2013
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INews: DFA Is Still an Advisor Favorite
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MFWire.com
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6/19/2013
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Vanguard Wins Again
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MFWire.com
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6/6/2013
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Repetto Revamps DFA's Philosophy
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MFWire.com
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5/16/2013
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Vanguard Wins the Month, Again
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MFWire.com
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5/3/2013
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DFA Loses a Board Member After Teachers Attack
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MFWire.com
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4/23/2013
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MMI Speakers Debate the Future of Active Management
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MFWire.com
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4/19/2013
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DFA and AQR Face Flak From Teachers
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MFWire.com
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4/10/2013
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Mutual Funds Aren't Dismissing Activist Investors
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MFWire.com
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4/8/2013
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For Mutual Funds, Value is in the Eye of the Beholder
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MFWire.com
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3/28/2013
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Stork and Reaper for the Week of March 28, 2013
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MFWire.com
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3/18/2013
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Two Pubs Sit Down With Dimensional's Booth
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MFWire.com
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3/15/2013
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Who Cleaned Up At the 2013 Lipper Awards?
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MFWire.com
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3/11/2013
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WSJ Announces the New Equity "Holy Grail"
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MFWire.com
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1/31/2013
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Rahm Emmanuel Calls On Fundsters to Abandon Guns
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MFWire.com
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12/19/2012
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One Shop Dominates the List of Hottest Fund Sectors
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MFWire.com
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12/7/2012
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Is Your Shop on The Nice List or the Naughty One?
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MFWire.com
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11/20/2012
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DFA Preps Advisors for Succession Planning
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MFWire.com
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10/8/2012
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The NY Times Likes Pimco, AQR, DFA and ETFs
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MFWire.com
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10/8/2012
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Can FlexShares Take On DFA?
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MFWire.com
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10/3/2012
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Booth Gives Lane a Chance to Prove Himself
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MFWire.com
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9/10/2012
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DFA Lands A New 401k Partner
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MFWire.com
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9/4/2012
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We Have No Army, Says DFA's Steiman
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MFWire.com
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8/9/2012
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Stork and Reaper for August 9, 2012
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MFWire.com
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7/18/2012
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Stork and Reaper for July 18, 2012
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MFWire.com
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6/18/2012
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Advisors Like DFA's Kool-aid
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MFWire.com
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6/13/2012
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IPO Likely Route for DFA, But Not Just Yet
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MFWire.com
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6/5/2012
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Boring is Better For DFA
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MFWire.com
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5/7/2012
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WSJ Says DFA Loses an Edge to ETFs
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MFWire.com
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4/30/2012
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DFA's Booth Looks to Asia, Not ETFs, for Growth
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MFWire.com
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4/13/2012
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"Has Any Fund Ever Grown Faster Than This One?"
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MFWire.com
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