Articles tagged "Dimensional Fund Advisors"
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
