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.
NAV / 1-Day Return
23.85 / 0.87 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleSmall Blend
Min. Initial Investment
Morningstar’s Fund Analysis DFUKX
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