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 09/30/16. The fund's latest filing disclosed 185BN in positions, representing 44% of the manager's regulatory AUM.

DIMENSIONAL FUND StockAlpha

-1.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DIMENSIONAL FUND Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
T 1.24% Telecom -3.77% -0.06% 2 29%
XOM 1.24% Energy 0.61% -0.05% 1 29%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

DIMENSIONAL FUND Portfolio Concentration

DIMENSIONAL FUND Location

6300 BEE CAVE ROAD
BUILDING ONE
AUSTIN, Texas
UNITED STATES, 78746

DIMENSIONAL FUND Contact Information

Phone Number: 512-306-7400
Fax Number: 512-306-7499
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A