Dimensional Holdings (Dimensional Fund Advisors):
The Leader in Factor-Based Investing

Recently Released!!!
Date Published: May 24, 2023
Summary PowerPoint Deck: 67 Slides

Reference PowerPoint Deck: 249 Slides

Dimensional Holdings (Dimensional Fund Advisors) was founded by David Booth & Rex Sinquefield in 1981 and is based in Austin, TX. The company has a presence in ten countries, fourteen offices, 1,500 employees, & $614 billion assets under management. Dimensional Holdings (Dimensional Fund Advisors) is led by its Executive Chairman David Booth, Co-CEOs Dave Butler & Gerard O'Reilly, and Chief Operating Officer Lisa Dallmer. Dimensional Holdings (Dimensional Fund Advisors) is privately owned. Its web site can be found at www.dimensional.com.

Dimensional Holdings (Dimensional Fund Advisors)' comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Institutional Phase
  • Financial Advisor Expansion Phase
  • Leadership Expansion Phase
Its profile includes the key statistics of the firm, including its number of countries, offices, employees, & assets under management.

Its profile includes detailed outlines of its core businesses, including:
  • Dimensional Fund Advisors (US)
    • Institutional Investors
    • Fee-Based Financial Advisors (RIAs)
    • Companies
    • Open-End Mutual Funds & Exchange Traded Funds (ETFs)
  • Dimensional Fund Advisors (UK)
  • Dimensional Fund Advisors Australia
  • Dimensional Fund Advisors Canada
And its profile concludes with the highlights of its organizational structure & ownership.
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