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The ex DFA co-CEO and chief of the Los Angeles (mostly) active ETF shop says assets are a drop in ocean of wealth assets and $50 billion of new assets since 2024 is largely came by word of mouth.
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.
The Los Angeles fund group blew past $25-billion AUM, just since 2019, as RIA billions seek home in ultra-cheap ETFs
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
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
Ex-DFA co-CEO Eduardo Repetto gets Hozef Arif to fill another key seat at the 60-person suite in Little Tokyo (LA) after he checks all the boxes
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
The $579-billion Texas-based factor investor responds to apparent DFA RIA allocations to ETFs and rampant fee compression across the board.
The Dimensional Fund Advisors ex-chief joins Patrick Keating, his former chief operating officer at DFA to tackle a crowded market with a niche identified
Gerard O'Reilly, a quiet superstar at the Austin firm, gets heaps of praise from DFA's chairman for moving its investing process forward
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
The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication
The deep-in-Texas manager is lending index help to the Boston giant but dodging cannibalization and channel conflict
The Austin-based firm is putting more CEO duties on Eduardo Repetto, and letting Gerard O'Reilly do the heavy CIO lifting
Loring Ward advisors learned that a 'breakthrough' dimension related to profitability will be mixed into all funds by year's end
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