Articles tagged "David Butler"


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DFA and TD Ameritrade strike 'strategic' deal with potential to shift RIA custody power axis

Tension in the three-way relationship between Fidelity, Dimensional Fund Advisors and the RIAs who use both vendors creates opening for Tim Hockey

April 24, 2017 — 6:33 PM UTC

As Dimensional Fund Advisors' AUM nears half-a-trillion, David Booth yields his co-CEO duties to David Butler

Booth retains chairman role and Butler, long head of the advisor business, will serve alongside Eduardo Repetto as co-CEO as DFA hits $460 billion of managed assets

February 23, 2017 — 1:10 AM UTC

Cogent rates the top fund wholesalers to RIAs, and all advisors, and the 'sales' units at DFA, PIMCO, BlackRock and Franklin Templeton stand out

Dimensional Fund Advisors and PIMCO deliver some inside scoop without the sales dance to lead the sales-to-RIA pack in gaining netry to inner sanctums

May 30, 2014 — 4:32 PM UTC
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