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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
    Eduardo Repetto
    Co-CEO, Co-Chief Investment Officer, Director, Dimensional Fund Advisors
    Gerard O'Reilly
    Co-Chief Investment Officer, Head of Research, Dimensional Fund Advisors
    Sam Gilliland
    Chief Operating Officer, Senior Advisor, 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
    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
    Story Archive for DFA Investment Dimensions Group Inc
    Published On Story Headline Publication
    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
    8/14/2013 BlackRock, Schwab Take a Page from DFA MFWire.com
    8/8/2013 Repetto Messes with DFA's Secret Sauce MFWire.com
    7/30/2013 INews: DFA Is Still an Advisor Favorite MFWire.com
    6/19/2013 Vanguard Wins Again MFWire.com
    6/6/2013 Repetto Revamps DFA's Philosophy MFWire.com
    5/16/2013 Vanguard Wins the Month, Again MFWire.com
    5/3/2013 DFA Loses a Board Member After Teachers Attack MFWire.com
    4/23/2013 MMI Speakers Debate the Future of Active Management MFWire.com
    4/19/2013 DFA and AQR Face Flak From Teachers MFWire.com
    4/10/2013 Mutual Funds Aren't Dismissing Activist Investors MFWire.com
    4/8/2013 For Mutual Funds, Value is in the Eye of the Beholder MFWire.com
    3/28/2013 Stork and Reaper for the Week of March 28, 2013 MFWire.com
    3/18/2013 Two Pubs Sit Down With Dimensional's Booth MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    3/11/2013 WSJ Announces the New Equity "Holy Grail" MFWire.com
    1/31/2013 Rahm Emmanuel Calls On Fundsters to Abandon Guns MFWire.com
    12/19/2012 One Shop Dominates the List of Hottest Fund Sectors MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/20/2012 DFA Preps Advisors for Succession Planning MFWire.com
    10/8/2012 The NY Times Likes Pimco, AQR, DFA and ETFs MFWire.com
    10/8/2012 Can FlexShares Take On DFA? MFWire.com
    10/3/2012 Booth Gives Lane a Chance to Prove Himself MFWire.com
    9/10/2012 DFA Lands A New 401k Partner MFWire.com
    9/4/2012 We Have No Army, Says DFA's Steiman MFWire.com
    8/9/2012 Stork and Reaper for August 9, 2012 MFWire.com
    7/18/2012 Stork and Reaper for July 18, 2012 MFWire.com
    6/18/2012 Advisors Like DFA's Kool-aid MFWire.com
    6/13/2012 IPO Likely Route for DFA, But Not Just Yet MFWire.com
    6/5/2012 Boring is Better For DFA MFWire.com
    5/7/2012 WSJ Says DFA Loses an Edge to ETFs MFWire.com
    4/30/2012 DFA's Booth Looks to Asia, Not ETFs, for Growth MFWire.com
    4/13/2012 "Has Any Fund Ever Grown Faster Than This One?" MFWire.com
    2/14/2012 Three Firms Gobbled Half of Inflows in January MFWire.com
    1/6/2012 Pimco Drinks the Milk After Winning the 2011 Race for Flows MFWire.com
    12/9/2011 DCIO: Fee Vigilance Shrinks 401k Lineups MFWire.com
    11/2/2011 Fund Firms Downplay MF Global's Collapse MFWire.com
    10/27/2011 DFA Joins Ranks of Underperformers MFWire.com
    9/29/2011 Dimensional Still Dominates When It Comes to Advisor Loyalty MFWire.com
    7/11/2011 Three Fund Firms Have Made Official IPO Plans: Who's Next? MFWire.com
    7/6/2011 Which Asset Managers are Innovative in the Eyes of Advisors? MFWire.com
    4/19/2011 Hancock Brings a DFA-Subadvised Fund to a Retail Audience MFWire.com
    2/7/2011 David Booth Has Plenty to Smile About MFWire.com
    1/31/2011 A 'Quirky' Fund Firm Catches the Attention of the New York Times MFWire.com
    12/27/2010 Booth Reveals the Next Phase of Succession at Dimensional MFWire.com
    12/22/2010 For $4.3 Million, A Fund CEO Buys Basketball Rules MFWire.com
    12/21/2010 Booth and Fink Land on a Power List MFWire.com
    11/29/2010 AA = Inspirational? So Says DFA's Booth MFWire.com
    11/23/2010 12. David Booth MFWire.com
    9/13/2010 Dimensional Bulks Up MFWire.com
    9/10/2010 Old Mutual Hunts for a New Asset Management CEO MFWire.com
    9/9/2010 Dimensional Cements a Distribution Deal for Six Funds MFWire.com
    8/17/2010 ABG and Ascensus Power a Pair of Multiple-Employer Products 401kWire.com
    7/21/2010 A Columnist Huffs Over 401k Fees and Lineups 401kWire.com
    7/9/2010 Stagnating Numbers Prompt a Plan Sponsor to Switch 401k Vendors 401kWire.com
    6/21/2010 Is LA 'the Bond Capital of the United States?' MFWire.com
    2/1/2010 The Very Best Active Managers May Earn Their Fees MFWire.com
    1/14/2010 Commonwealth Hunts for New Blood MFWire.com
    1/6/2010 A Quiet Mutual Fund Giant Adds a New Channel MFWire.com
    1/4/2010 Eyes Turn to Janus as January Dawns MFWire.com
    12/17/2009 An I-O Player Ponders Getting 'Help in the Recordkeeping Area' 401kWire.com
    12/14/2009 Dimensional Prepares to 'Transition Management and Ownership' MFWire.com
    12/10/2009 Booth Shares His Throne at Dimensional MFWire.com
    12/2/2009 DFA Buys Into DC Advice 401kWire.com
    11/23/2009 33. David Booth MFWire.com
    11/12/2009 DFA Pulls in $5.8 Billion MFWire.com
    8/10/2009 DFA is About to Acquire an FE Wannabe 401kWire.com
    1/13/2009 ETFs Gain Against Active Funds MFWire.com
    7/25/2008 A California Firm Adds Two for its DC I-O Push 401kWire.com
    2/25/2008 Bramlett Lays Out TPA Strategy for BenefitStreet 401kWire.com
    10/1/2007 Dimensional Does DC 401kWire.com
    10/1/2007 Fund Shop To Add Another Dimension to its Share Classes MFWire.com
    9/12/2007 Rydex Lands 401k Distribution Deal MFWire.com
    4/30/2007 San Fran Recordkeeper Partners with Seven RIAs 401kWire.com
    8/22/2006 Dimensional Goes Lone Star MFWire.com
    4/12/2006 Tarheel State Advisor Joins NRP Network 401kWire.com
    3/9/2006 Dimensional Fund Advisors Launches Equal-Weighted Funds MFWire.com
    7/29/2005 Dimensional Co-Founder to Retire MFWire.com
    8/25/2003 Fund Claims Terminator as Partner MFWire.com
    2/25/2003 Credit Raters Get a Fourth 401kWire.com
    3/26/2002 New Face at Dimensional MFWire.com
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