X
 
Firm / Media Center
Highlights
David Booth Interviewed at World Economic Forum
By Jesse Westbrook, Bloomberg
Date: January 2012
2012-01-25
Dimensional's chairman and co-CEO says Europe may not fare as badly in 2012 as people think because expected returns may be higher now that asset prices have already been driven down by negative sentiment.
Media Coverage
Stories about Dimensional that appeared in a variety of publications.
Announcements
Press releases and updates about Dimensional.
Videos
Download video presentations produced by Dimensional on a variety of topics
Media Coverage
Carlo Venes joins Dimensional, plans Asia push
Asian Investor
Date: January 2012
2012-01- 3
Dimensional Fund Advisors, with over $200 billion of assets under management, has hired Carlo Venes to expand its institutional business in Asia ex Japan.
Dimensional prepares to expand Asia business
Ignites Asia
Date: January 2012
2012-01- 2
Dimensional is expanding its institutional business in Asia and has hired Carlo Venes, previously the head of Fidelity Worldwide Investment's institutional business in the region, to lead this initiative.
Paper Voices Caution Over Low-Volatility Strategies
By Paula Vasan, aiCIO
Date: November 2011
2011-11-30
New research by Dimensional research associate Ronnie Shah, PhD, on low-volatility strategies like minimum variance is outlined and discussed in this magazine for chief investment officers.
Dimensional Puts Academic Theory into Practice
By Jayne Jung, Institutional Investor
Date: October 2011
2011-10-27
Net inflows to Dimensional, which works closely with several noted academics, reached an all-time high in 2011 despite a rough year in the market. (Note: The site requires a registration.)
Top Funds for Advisor Loyalty
By Melanie Waddell, AdvisorOne
Date: September 2011
2011-09-27
For the second straight year Dimensional placed first in the Cogent Research advisor loyalty rankings, which are based on a nationally representative sample of 1,643 retail investment advisors across all major distribution channels.
Resisting the Urge to Run Away From Home
By Ron Lieber, New York Times
Date: August 2011
2011-08- 1
Dimensional's intelligent approach to managing home bias receives praise from the New York Times.
Retirement Income Fever
By Diana Britton, Registered Rep
Date: August 2011
2011-08- 1
Product development in the retirement income space is exploding, and Dimensional Managed DC is among the many new offerings.
Few 'Very Satisfied' With Target-Date Funds, Survey Finds
By Robert Steyer, Pensions & Investments
Date: August 2011
2011-08- 1
Only 22 percent of participants say they are very satisfied with target-date funds, according to new research by Dimensional. (Note: The site requires a free registration.)
Target an Inflation-Proof Stream of Income for Retirement
By Christine Benz, Morningstar
Date: August 2011
2011-08-10
A video in which Nobel laureate Robert Merton discusses why investors should worry about income, not total wealth, when assessing their retirement needs.
Why Annuities Often Make Sense
By Christine Benz, Morningstar
Date: August 2011
2011-08-10
A video in which Nobel laureate Robert Merton explains why annuities will be a key component of most people's retirement strategy by allowing retirees to pull extra income out of a nest egg.
Investors Need to Focus on Meaningful Decisions
By Christine Benz, Morningstar
Date: August 2011
2011-08-10
A video in which Nobel laureate Robert Merton talks about why investors should worry about big-picture items, such as how long they want to work, and leave the details to professionals.
Mr. Roboto? Dimensional Unveils 401(K) Account That Works On Autopilot
By Lavonne Kuykendall, Investment News
Date: July 2011
2011-07- 1
Dimensional Managed DC offers personalized individual managed accounts that make employee investment decisions for them -- and prompt them if they aren't saving enough to provide their desired income stream in retirement. (Note: The site requires a free registration.)
Who Really Knows How Markets Work?
By Pauline Skypala, Financial Times
Date: July 2011
2011-07- 1
Dimensional US mutual funds board members Myron Scholes, a Nobel laureate, and Roger Ibbotson, a professor of finance at Yale School of Management, discuss the validity of the efficient markets hypothesis and the equity premium. (Note: The site requires a free registration.)
Dimensional Ranked among Top Ten Open-End Fund Families
By Kevin McDevitt, Morningstar
Date: July 2011
2011-07- 1
Dimensional was ranked tenth as of June 30, 2011.
DC Plan Innovation
By Barry Burr, Pensions & Investments
Date: July 2011
2011-07-30
A video in which David Booth discusses defined contribution plan innovations with P&I editorial page editor Barry Burr.
DC Plan Shortcomings
By Barry Burr, Pensions & Investments
Date: July 2011
2011-07-29
A video in which Senator Bill Bradley discusses the shortcomings of defined contribution plans.
The 401(k) Today
By Christine Benz, Morningstar
Date: July 2011
2011-07-15
A video in which David Wray discusses the latest trends in the 401(k) marketplace.
What's New Under the Hood of 401(k) Plans?
By Christine Benz, Morningstar
Date: July 2011
2011-07-15
A video in which David Wray addresses "open architecture" in 401(k) plans.
On the Hunt for a Better 401(k) Program
By Ron Lieber, New York Times
Date: June 2011
2011-06- 1
A small business uses an advisor who works with Dimensional to build a better 401(k) plan.
Dimensional Posts Highest Asset Growth among Top Fifteen Fund Groups
By Janet Levaux, AdvisorOne
Date: May 2011
2011-05- 1
Dimensional's assets under management grew 28.93 percent in the 12 months ending March 31, 2011, according to Financial Research Corp. data.
That's Better Now
By Michael Shari, Barron's
Date: February 2011
2011-02- 2
In an article about the best fund families in 2010, Barron's lauds Dimensional for delivering strong returns in a highly unpredictable year by sticking to its principles of embracing risk and staying fully invested.
Where the Thrills and Chills Will Be in 2011
By J.R. Brandstrader, Barron's
Date: February 2011
2011-02- 1
Barron's announces Dimensional as the best US equity fund family in 2010, based on rankings from its annual survey conducted with Lipper.
Strictly by the Book
By Craig Mellow, Barron's
Date: August 2010
2010-08- 2
Senior portfolio manager Karen Umland describes how she "achieves excellence by trusting in numbers, not perceptions" and compliments Dimensional's emerging markets team as "the best in their business over time.
Finding Success, Passionate Followers in Tow
By Ron Lieber, New York Times
Date: January 2011
2011-01-29
The New York Times explores Dimensional’s philosophy, history, and enduring relationships with advisors and institutions.
DFA Founder Wins by Thinking Small-Cap
By Jessica Toonkel, Investment News
Date: December 2010
2010-12-20
David Booth discusses how he shared the small cap risk/return story with clients in the early days and sums up several facts about Dimensional today.
A Dying Banker's Last Instructions
By Ron Lieber, New York Times
Date: November 2010
2010-11-27
Gordon Murray, a former Dimensional consultant, and advisor Dan Goldie discuss their book, The Investment Answer, which explains investing in a few simple steps.
Still a Firm Believer in Market Efficiency
By Pauline Skypala, Financial Times
Date: November 2010
2010-11-22
David Booth, chairman and co-CEO at Dimensional, is featured in a Financial Times article highlighting how the firm's ideas and investment approach have led to continued growth and fund outperformance.
Good Things Come to Those Who Wait
The Trade
Date: June 2009
2009-06- 1
Dimensional's risk-based investment philosophy and its unique position as a liquidity provider enable a patient and flexible trading approach that provides measurable advantages over other managers.
Generosity of a Quiet Kansas Man
By Hal Weitzman,
Date: January 2009
2009-01-26
Dimensional CEO David Booth talks to the Financial Times about his gift to the University of Chicago.
Dimensional's 'Passive' Course Pays Off
By Tom Petruno, Los Angeles Times
Date: December 2005
2005-12-15
Upon his retirement, Rex Sinquefield recalls how the embrace of market efficiency and the construction of a database of historical security prices paved the way for success of Dimensional's investment strategies.
Tools of the Trade: How to Be a Wealth Manager
By Daniel M. Wheeler,
Date: December 2005
2005-12-15
A thorough, consultative approach to wealth management will gain client trust and will provide the financial advisor with the background needed to offer an insightful investment solution, encouraging a long-term client relationship.
Tools of the Trade: Don't Believe the Hype
By Daniel M. Wheeler,
Date: May 2005
2005-05-15
The financial media has an agenda and it's not to provide investors with the most sensible advice.
Tools of the Trade: Problem Solvers
By Daniel M. Wheeler,
Date: August 2004
2004-08-15
Over time, the mutual fund industry has evolved along with the industry's knowledge of what works and what doesn't in the world of investing. Financial advisors have more tools available to them today to help make their clients' investing experience a successful one.
Tools of the Trade: Defining Your Role
By Daniel M. Wheeler,
Date: April 2004
2004-04-15
Financial advisors have an opportunity to redefine their roles and add more value for their clients by focusing less on pervasive industry practices like active management and research and concentrating more on their clients' needs and goals.
Stock Price Best Value Guide, War or Not
By Ben Wilmot, Australian Financial Review
Date: March 2003
2003-03-15
Rex Sinquefield and Ken French tell the Australian Financial Review that Dimensional's assessment of the securities market is the same no matter what the current economic or political trends. Discipline in money management has paid off for Dimensional in the entire global marketplace.
Interview with Gene Fama Jr.
By David Chaplin, IFA Magazine
Date: February 2003
2003-02-15
The Australian magazine IFA interviewed Gene Fama Jr. on topics from efficient markets to the emergence of fee-only financial advice. He gives a snapshot of Dimensional's philosophies, and explains how the firm interprets the latest market volatility.
Harvard Case Study
By Randolph B. Cohen, Harvard Business School
Date: January 2003
2003-01-15
Harvard Business School has conducted and published an independent case study of Dimensional Fund Advisors.
DFA Funds Hard to Buy, Easy to Own
By Timothy Middleton, CNBC on MSN
Date: June 2002
2002-06-15
Strict professional criteria make it difficult for most investors to buy DFA funds. But those who do invest benefit from the firm's disciplined approach.
Diversification, Low Portfolio Turnover Key to Tax-Efficient Investing
By Crystal Detamor-Rodman, AIMR Exchange
Date: May 2002
2002-05-15
A tax-efficient strategy begins with a broadly diversified portfolio. From there, it's critical to keep turnover low and minimize the impact of capital-gains tax and dividend-income tax.
The Cocktail Party Fallacy
By Eugene Fama Jr.,
Date: May 2000
2000-05-15
Poorly managed, distressed companies have higher expected returns than high-profile growth companies that attract stock pickers' attention. Over time, distressed companies' higher costs of capital translate to stronger performance for investors.
Performance of UK Equity Unit Trusts
By Garrett Quigley and Rex A. Sinquefield, Journal of Asset Management
Date: February 2000
2000-02-15
An examination of the performance of UK equity trusts finds, net of expenses, that they reliably underperform the market. The study also shows that good performance does not reliably persist but bad performance does.
Putting Theory into Practice
By Jennifer Vanasco,
Date: September 1999
1999-09-15
David Booth and Rex Sinquefield founded Dimensional based on academic research rather than traditional analysis. Eighteen years later the University of Chicago—where much of the research originated—awarded them both with alumni honors.
An Interview with Rex Sinquefield
By Peter Tanous,
Date: February 1997
1997-02-15
Rex Sinquefield discusses active and passive management and the track records of past fund managers in the context of today's academic outlook. He further expounds upon the variety of philosophies and strategies used by Dimensional in its investment practices.
An Interview with Eugene Fama
By Peter Tanous,
Date: February 1997
1997-02-15
Professor Eugene Fama talks about his efficient market theory, how stocks in different asset classes tend to perform over the decades, and the Fama/French three-factor model of risk dimensions.
An Interview with Merton Miller
By Peter Tanous,
Date: February 1997
1997-02-15
The late Merton Miller was a giant in the field of finance, a Nobel laureate, and a member of the Board of Directors of Dimensional Fund Advisors. In this interview he discussed his scholarship on the turbulent economy of the 1920s and '30s, and offered insight into the academic side of the world of finance.
A Work of Art: CRSP's Database
By Marilyn Kun,
Date: March 1995
1995-03-15
The CRSP database was created at the University of Chicago in the '60s to take advantage of large computers and to compile information and prices on a vast array of securities.
Coming Full Circle
By Marilyn Kun,
Date: March 1995
1995-03-15
The academic climate at the University of Chicago in the early '70s planted a seed in the professional relationship between David Booth and Rex Sinquefield, which came to fruition when they later joined forces to found an investment firm based on the very academic research that brought them together.
More Media Coverage Less Media Coverage
Announcements
Dimensional Fund Advisors Expands Institutional Business in Asia
Date: January 2012
2012-01-16
Dimensional Fund Advisors announced the hiring of Carlo Venes to expand its institutional business in Asia. Dimensional's plans come in response to strong interest from some of the region's largest and most sophisticated institutional investors.
Ed Lazear Joins Boards of Directors/Trustees of Dimensional's US Mutual Funds
Date: December 2010
2010-12-20
Dimensional continues its tradition of fostering relationships with leading academics with the election of the newest member, Ed Lazear, to the Boards of Directors/Trustees of Dimensional's US Mutual Funds.
Dimensional Names Eduardo Repetto as Co-Chief Executive Officer
Date: December 2009
2009-12-10
Eduardo Repetto, Dimensional's chief investment officer, is appointed co-chief executive officer of the firm.
University of Chicago Business School Named after Dimensional CEO David Booth
Date: November 2008
2008-11- 7
School to be renamed the University of Chicago Booth School of Business in recognition of $300 million donation.
Eugene Fama Wins Inaugural Onassis Prize in Finance
Date: September 2008
2008-09-22
Dimensional consultant and director honored for his lifetime contribution to the field of finance.
A Letter on Current Events in the Markets
By David G. Booth,
Date: September 2008
2008-09-19
Reflecting on the current market volatility, David Booth shares his perspective on long-term investing and the importance of diversification.
Dimensional Fund Advisors Names Eduardo Repetto Chief Investment Officer
Date: March 2007
2007-03- 6
Head of research assumes firm wide investment responsibilities from David Booth.
Leaders Welcome Dimensional Fund Advisors to Austin
Date: August 2006
2006-08-14
State and local leaders today welcomed Dimensional Fund Advisors (Dimensional) to Texas, saying the investment firm's second major US office in Austin will bring some of the country's most savvy financial minds to the Lone Star State.
More Announcements Less Announcements
Images
FAQ
Videos
The Current Market Aftershock
By David G. Booth
Date: March 2011
2011-03- 9
Length: 04:12
Using an illustrated timeline, David Booth chronicles US stock market performance in four periods since World War II. His review suggests prevailing market sentiment is often wrong and that investors must stay disciplined through all market environments to pursue their long-term goals.
Firm Connections
David Booth interviews professors Eugene Fama, Kenneth French, and Robert Merton on Dimensional's longstanding affiliation with leading financial academics, and how this rewarding partnership continues to shape Dimensional's investment strategies.
The Economics of Fiscal Deficits
By Marlena Lee
Date: November 2010
2010-11- 1
Length: 14:19
Marlena Lee examines historical data to test the relationships between fiscal deficits, interest rates, business activity, investment returns, and exchange rates.
Dimensional Stories
Date: January 2010
2010-01- 5
Length: 25:00
The people of Dimensional reflect on the values, events, and decisions that defined the firm and inspired a better way to invest around the world.
Behavioral Biases
By Scott Bosworth
Date: September 2009
2009-09- 9
Length: 23:54
Research indicates that humans are not naturally wired for prudent, long-term investing.
Government Intervention and Stock Returns
By Weston J. Wellington
Date: July 2009
2009-07- 7
Length: 5:57
Should equity investors be alarmed by the prospect of greater government intervention in the US economy?
Retirement, Risk and Return
By David G. Booth
Date: June 2009
2009-06- 6
Length: 7:15
David Booth discusses the importance of balancing volatility risk and purchasing power risk when investing for retirement.
What Should Investors Do Now?
By Weston J. Wellington
Date: April 2009
2009-04- 4
Six months after Dimensional's first comprehensive survey of the market downturn, Weston Wellington returns to the topic with a multi-part series on what investors should consider as they move forward.
Why You Stick Around in a Tough Market
By David G. Booth
Date: November 2008
2008-11-11
Length: 6:50
Heightened market volatility has tested the discipline of investors. In this new video, David Booth explains why it makes sense to stay invested in equities.
Is It Different This Time?
By Weston J. Wellington
Date: September 2008
2008-09- 9
Length: 17:24
Dimensional Vice President Weston Wellington offers perspective on the unpredictability of market movements, how the current market downturn compares to past bear markets, and the resilience markets have historically shown.
Nobel Thinkers: Preview
Date: January 2007
2007-01- 1
Length: 3:20
This short documentary compares the work and ideas of five recipients of the Nobel Prize in Economics.
Nobel Thinkers: Theory, Practice, and Implementation
Date: July 2007
2007-07- 7
Length: 26:19
This short documentary compares the work and ideas of five recipients of the Nobel Prize in Economics. A brief history of their theories and experiences culminates in a host of insights for today's investors.
Dimensional Thinkers: Eugene F. Fama
Date: September 2003
2003-09- 9
Length: 22:08
Professor Fama discusses the origins of his interest in economics, the origins of Dimensional, his thirty-year career at the University of Chicago, and what has changed and remained the same in the economic world during that time.
Dimensional Thinkers: Kenneth R. French
Date: September 2003
2003-09- 9
Length: 26:45
Professor French discusses the evolution of Dimensional's trading system and the role of tax management, momentum and the ideas of behavioral finance.
Recent Credit Markets
Date: April 2009
2009-04-15
Length: 19:00
In an update to their Current Credit Markets video, Dave Plecha and Bryce Skaff review credit market events of the past six months and describe how these events have affected the investment process for fund managers and individual investors....
Current Credit Markets
Date: November 2008
2008-11-15
Dave Plecha, Senior Portfolio Manager and Vice President, discusses major credit market events capturing recent headlines. Beginning with the Bear Stearns acquisition in March, he walks through a seven-month timeline of industry distress and government response, and offers a high-level view of how these developments have impacted lending activity, investor expectations, and risk pricing worldwide....
More Videos Less Videos
Media Contact
Faith Yando
VP, Global Public Relations

faith.yando@dimensional.com

Office: (512) 306-4366
Mobile: (512) 569-3295
 
More On Dimensional
Leadership
Access bios and photos of Dimensional’s executive leadership, board of directors, investment team, sales and infrastructure teams.
Sales Businesses
Learn more about Dimensional’s sales organizations and how they support our clients, services, and products.