Find reprints of the Dimensional Funds Reprints here at Lion's Share U.S. Financial Services.
Dimensional Funds Reprints
December 2005Tools of the Trade: How to Be a Wealth Manager
A thorough, consultative approach to wealth management will gain client trust and will provide the financial advisor with the background needed to offer an insightful investment solution, encouraging a long-term client relationship.
January 2009
The Generosity of a Quiet Kansas Man
Dimensional CEO David Booth talks to the Financial Times about his gift to the University of Chicago.
March 2003
Stock Price Best Value Guide, War or Not
Rex Sinquefield and Ken French tell the Australian Financial Review that Dimensional's assessment of the securities market is the same no matter what the current economic or political trends. Discipline in money management has paid off for Dimensional in the entire global marketplace.
December 2005
Dimensional's 'Passive' Course Pays Off
Upon his retirement, Rex Sinquefield recalls how the embrace of market efficiency and the construction of a database of historical security prices paved the way for success of Dimensional's investment strategies.
May 2005
Tools of the Trade: Don't Believe the Hype
The financial media has an agenda and it's not to provide investors with the most sensible advice.
August 2004
Tools of the Trade: Problem Solvers
Over time, the mutual fund industry has evolved along with the industry's knowledge of what works and what doesn't in the world of investing. Financial advisors have more tools available to them today to help make their clients' investing experience a successful one.
January 2004
Reading the Index to Beat the Index
Dimensional is neither an active manager nor an indexer. To succeed, everyone from the portfolio manager to the client must be disciplined in his or her approach, reducing trading and rebalancing costs.
April 2004
Tools of the Trade: Defining Your Role
Financial advisors have an opportunity to redefine their roles and add more value for their clients by focusing less on pervasive industry practices like active management and research and concentrating more on their clients' needs and goals.
February 2003
Interview with Gene Fama Jr.
The Australian magazine IFA interviewed Gene Fama Jr. on topics from efficient markets to the emergence of fee-only financial advice. He gives a snapshot of Dimensional's philosophies, and explains how the firm interprets the latest market volatility.
January 2003
Harvard Case Study
Harvard Business School has conducted and published an independent case study of Dimensional Fund Advisors.
June 2002
DFA Funds Hard to Buy, Easy to Own
Strict professional criteria make it difficult for most investors to buy DFA funds. But those who do invest benefit from the firm's disciplined approach.
May 2002
Diversification, Low Portfolio Turnover Key to Tax-Efficient Investing
A tax-efficient strategy begins with a broadly diversified portfolio. From there, it's critical to keep turnover low and minimize the impact of capital-gains tax and dividend-income tax.
May 2000
The Cocktail Party Fallacy
Poorly managed, distressed companies have higher expected returns than high-profile growth companies that attract stock pickers' attention. Over time, distressed companies' higher costs of capital translate to stronger performance for investors.
February 200
Performance of UK Equity Unit Trusts
An examination of the performance of UK equity trusts finds, net of expenses, that they reliably underperform the market. The study also shows that good performance does not reliably persist but bad performance does.
September 1999
Putting Theory into Practice
David Booth and Rex Sinquefield founded Dimensional based on academic research rather than traditional analysis. Eighteen years later the University of Chicago—where much of the research originated—awarded them both with alumni honors.
February 1997
An Interview with Rex Sinquefield
Rex Sinquefield discusses active and passive management and the track records of past fund managers in the context of today's academic outlook. He further expounds upon the variety of philosophies and strategies used by Dimensional in its investment practices.
