Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, and Asia. As of June 30, 2024, Dimensional manages $739 billion for investors worldwide. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. *“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Terms and Conditions and Important Disclosure: www.dimensional.com/social-media-terms-and-conditions
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As Thanksgiving approaches, we asked Dimensional employees to share what they’re grateful for this season. Here’s just a few of their answers. Happy Thanksgiving! #DiscoverDimensional
Ever wonder if you’re working with the right clients? In this Managing your Practice episode, Helen Stephens reveals the impact of defining an ideal client profile. https://lnkd.in/gpREhRaN
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We recently made several stops across the Northeast and will wrap up this year’s Dimensional roadshow conferences in Dallas and Scottsdale in early December. Throughout 2024, we have hosted 61 events in 22 cities, offering financial professionals the opportunity to deepen their understanding of markets and collaborate with peers. We’ve had a blast this year—and we’re gearing up to do it all over again in 2025!
Dimensional Co-CIO and Co-CEO Gerard O’Reilly traveled to Noosa and Sydney to take part in the activities, which included a panel discussion about frontline research and implementation. He was joined on the panel by Dimensional Australia CEO Bhanu Singh and Robert Novy-Marx, a distinguished professor in finance who provides consulting services to Dimensional.
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I recently traveled to the East Coast to speak at several Dimensional and industry events where I dove into a variety of fixed income topics, including duration position, credit positioning, global bonds, credit monitoring, the evolution of fixed income trading, and how to manage fixed income portfolios using a systematic approach. While there, I also had the pleasure of meeting with several large institutional clients to discuss Dimensional’s management of fixed income portfolios within the current markets. As an added bonus, I indulged in my love of photography as I explored the amazing cities of New York, Boston, Philadelphia, and Savannah, Georgia.
Dimensional’s third annual Practice Management Symposium took place in Charlotte over two days and included more than 10 sessions, a dozen-plus speakers, and countless new connections. The at-capacity event provided an opportunity for financial professionals to connect with experts in the field and each other to learn, grow, and thrive in the industry.
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Hear from top executives to hear more about building client relationships and elevating wealth management through technology! #AdviceTechLIVE Michael Kim, CEO of AssetMark Erin Wood, Head of Financial Planning at Carson Group Tyrone Ross Jr., CEO of 401 Financial Jamie Hopkins, Chief Wealth Officer at WSFS Bank Paul Klauder, Executive VP at SEI David Butler, Co-CEO of Dimensional Fund Advisors Register today 👇 https://hubs.li/Q02VmmT40
Members of the Dimensional team welcomed in the fall season with a visit to New York City to host a variety of events, including a Foundations Conference and lunch with institutional investors at the New York Stock Exchange, as well as a Women & Wealth gathering at The Beekman and an investment analyst conference at the Museum of Modern Art.