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Articles tagged "Dimensional Fund Advisors"


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Kaitlin Hendrix: We have the expertise.

DFA reaches out to small RIAs as it's set to enter the TAMP business by including 1,500 third-party funds starting July 7

Dimensional Fund Advisors has traditionally targeted big RIAs and TAMPs but growth rate and margins have shrunk and this in-house TAMP play could help address both

June 28, 2024 at 4:28 AM

Rob Harvey: It’s a new approach that fits the new vehicle.

DFA undergoes a sea change -- literally -- with a fancy yacht soirée, cigars and champagne as it attempts to sail away from its mutual fund image into the world of ETFs

Having just about staunched net outflows with its embrace of ETFs, DFA is embarking on a cultural shift as it tries to figure out how to sell more, even though it's less unique than it used to be.

March 13, 2024 at 1:46 AM

Eduardo Repetto: Most factor strategies do not add much value.

Amid crumbling 'factor' fund pricing power, Fidelity slashes factor ETF fees; low-factor-price Avantis soars to $30 billion in third year, and new study says factors are barely a factor in returns

Factor funds failed to outperform the S&P 500 over the last decade, and three out of six categories proved more volatile, according to a new study. Popularity creates a performance problem, analysts say.

December 8, 2023 at 10:55 AM

Gerard O'Reilly: 'Dimensional has been investing in … real estate securities for three decades.'

Dimensional Fund Advisors tries to staunch outflows while still preserving its mystique by getting 'real,' again, about 'vehicles' and 'asset classes' with a new ETF

The $540-billion AUM Austin, Texas factor-fund factory dropped $30 billion or so in AUM since August -- enough to make any manager launch a second real estate ETF in 2022

December 22, 2022 at 2:27 AM

Dan Reyes: 'Despite the ETF’s capable advisor and sound approach to factor investing, it has not gained scale since its 2018 debut.'

There were so many good reasons for Vanguard to fold its first ETF but radical underperformance may stand out for the 'illiquidity' fund

The Malvern, Pa., manager blamed $44-million fund's scale, but marked underperformance and a manager departure as likely doomed it, one Vanguard watcher says

September 27, 2022 at 1:51 AM

David Booth has kept a steady hand on the tiller at DFA, but is it enough?

Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'

August 9, 2022 at 1:57 AM

Larry Fink: It's just a number.

Five RIA Doubletakes: BlackRock AUM tops $10 trillion as active funds make comeback • Schwab has killer quarter and Wall Street sells its shares • DFA is now the largest active ETF manager • SEC flummoxes RIAs with "inaccurate" guidance • Fidelity pulls in $146 billion in workplace assets

After record AUM high, BlackRock chairman and CEO Larry Fink brushes off a milestone • SchwabSchwab hits records; Wall Street wants more • Mutual fund giant's ETF conversion yields bragging rights • Regulation Best Interest headaches unnecessary, despite SEC brouhaha, lawyers say • Workplace scheme wins big for Fidelity.

January 21, 2022 at 3:16 AM

Marlena Lee: It's important to understand that we converted tax-managed mutual funds because we think the ETF provides a better tool for tax efficiency.

Dimensional Fund Advisors rocks the mutual fund industry by undertaking mass conversion of its mutual funds to ETFs

The Austin, Tex., manager of $640 billion largely for RIAs went from diehard mutual fund holdout to top-11 ETF provider with the swipe of a pen, and analysts predict copycats will convert trillions of dollars of their own mutual fund assets.

July 9, 2021 at 1:04 AM

Nicole Hunter is ready to show DFA's University of Chicago PhD mafia how to do ETFs

After adding an ex-iShares product chief to call the shots and -- oye -- lowering fees, Dimensional Fund Advisors humbly and belatedly charges into ETFs and should score $5 billion in two years, an analyst says

DFA nabbed Nicole Hunter's BlackRock ETF playbook and committed to ETF-level fees to show the industry it plans to play to win assets -- even if some come from within.

November 12, 2020 at 4:43 AM

Dave Butler: We take the time to understand clients’ evolving needs.

Dimensional Fund Advisors finally launches ETFs, but as a 'defensive' measure as outflows mount, Morningstar says

The Austin, Texas, manager of $508 billion enters the exchange-traded fund market after advisor input reached critical decibel levels but also after its former CEO's ETF startup surpassed $1.5 billion in nine months

June 27, 2020 at 2:35 AM

Former BlackRock global COO Lisa Dallmer has joined Dimensional Fund Advisors as its COO

Dimensional Fund Advisors makes unprecedented slash of fees across all its mutual funds and declines to rule out DFA ETFs muscling into the crowded market

The $579-billion Texas-based factor investor responds to apparent DFA RIA allocations to ETFs and rampant fee compression across the board.

December 26, 2019 at 10:10 PM

Tim Welsh braved the Utah wilds to write this report and found DFA and BlackRock had joined the hacker scene.

Eric Clarke keeps FUSE lit by rebalancing deep-suburbia hackathon with BlackRock and DFA real economiks

The event's subversive air drew the local police, yet again, to the door of the Park City, Utah weekend hackathon

September 11, 2017 at 6:43 PM

Dave Butler: During my tenure with the firm, we’ve grown from less than $10 billion to $460 billion.

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 at 1:10 AM

Tom Kimberly: We heard consistent feedback about the need for greater portfolio flexibility.

Betterment makes Goldman Sachs and Vanguard partners as it shifts into higher RIA gear

With advisors demanding to get back in the driver's seat, the robo's RIA chief, Tom Kimberly goes for two big-name model portfolio strategists under the 'Betterment for Advisors' brand

September 14, 2016 at 1:29 PM

Brooke Southall: RIA vendors are selling the wrong product, selling it in the wrong spirit or marketing it in the wrong way.

How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence

Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive

December 9, 2015 at 12:42 AM

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