DIMENSIONAL FUND Overview
Dimensional Fund Advisors Lp is an investment advisor that manages 418.4 BN dollars in regulatory AUM and has 567 employees, of which 116 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 263BN in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 263BN in positions, representing 63% of the manager's regulatory AUM.
DIMENSIONAL FUND StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DIMENSIONAL FUND Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 1.4% | Tech | -24.52% | -0.16% | 1 | 42% | ||
| XOM | 1.04% | Energy | -9.38% | 0.05% | 3 | 30% | ||
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FEATURED IN
DIMENSIONAL FUND Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David G. Booth | Chairman, President & Co-Chief Executive Officer | May-1981 |
| Catherine L. Newell | Vice President, Chief Legal Officer & Secretary | April-2001 |
| Christopher S. Crossan | Global Chief Compliance Officer, Chief Compliance Officer & Vice President | September-2004 |
| David R. Martin | Vice President, Chief Financial Officer & Treasurer | March-2007 |
| Eduardo A. Repetto | Director, Co-Chief Executive Officer & Co-Chief Investment Officer | January-2010 |
| Gerard K. O'Reilly | Co-Chief Investment Officer & Vice President | April-2014 |
DIMENSIONAL FUND Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
DIMENSIONAL FUND Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The discussion in this Item applies to all Dimensional investment portfolios, including separate accounts and investment funds.
For a separate account client, please also carefully review the account’s investment management agreement for additional information on the account’s investment strategies and risks.
For an investment fund, including a U.S. Dimensional Fund, please also carefully review the fund’s prospectus and other offering documents for additional information on the fund’s investment strategies and risks.
For a client investing in the DFA Group Trust, please also carefully review the DFA Group Trust Agreement and the account’s investment management agreement for additional information on the account’s investment strategies and risks.
Dimensional’s portfolio managers use a team approach to manage client assets. Dimensional’s sales staff and...
Unlock Full Investment Process Description
The discussion in this Item applies to all Dimensional investment portfolios, including separate accounts and investment funds.
For a separate account client, please also carefully review the account’s investment management agreement for additional information on the account’s investment strategies and risks.
For an investment fund, including a U.S. Dimensional Fund, please also carefully review the fund’s prospectus and other offering documents for additional information on the fund’s investment strategies and risks.
For a client investing in the DFA Group Trust, please also carefully review the DFA Group Trust Agreement and the account’s investment management agreement for additional information on the account’s investment strategies and risks.
Dimensional’s portfolio managers use a team approach to manage client assets. Dimensional’s sales staff and...
Unlock Full Investment Process Description
DIMENSIONAL FUND Portfolio Concentration
DIMENSIONAL FUND Location
6300 BEE CAVE ROAD
BUILDING ONE
AUSTIN, Texas
UNITED STATES, 78746
BUILDING ONE
AUSTIN, Texas
UNITED STATES, 78746
DIMENSIONAL FUND Contact Information
Phone Number: 512-306-7400
Fax Number: 512-306-7499
Website: null
Fax Number: 512-306-7499
Website: null
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