On Feb. 28, 2019, Dimensional Fund Advisors announced that Joseph Chi, who had chaired the firm’s investment committee and served as co-head of global portfolio management, is taking on a smaller role so that he can dedicate more time to his family. Chi will remain at the firm as an ex-officio member of the Investment Committee and a mentor to the firm’s future leaders. To fill the gap, Allen Pu, Joel Schneider, and Mary Phillips were promoted to deputy heads of portfolio management for the Santa Monica, California; Austin, Texas; and Charlotte, North Carolina offices, respectively. Pu and Schneider will also become members of the Investment Committee, while Phillips is already a member. All three will report to Jed Fogdall, who assumes sole leadership for global portfolio management. Fogdall also takes over as chair of Dimensional’s investment committee.
Will DFUKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.