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Principals

2

Data Flags

AUM verified ($915B USD / $1.3T CAD as of Sept 2025); public company (NYSE: DFIN) provides transparency; comprehensive team data from website and SEC filings; David Booth net worth (~$5B) Forbes verified; Giving Pledge (2013)

Dimensional Fund Advisors (David G. Booth)

UnknownHigh Confidence

Last verified: Jan 17, 2026

Details

Source File
research/organizations/dimensional-fund-advisors.md
UID
fo-dimensional-fund-advisors

Also Known As

**DFA**: Common abbreviation for Dimensional Fund Advisors**Dimensional**: Shortened name**DFIN**: NYSE ticker symbol (post-IPO 2021)

Principals (2)

Suzanne BoothPhilanthropistOWNS
[Children names TBD]-OWNS

Team Members (13)

Bernard J. GrzelakChief Financial Officer
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Catherine L. NewellGeneral Counsel and Executive Vice President
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Dave ButlerCo-Chief Executive Officer and Dimensional Director
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David G. BoothFounder and Chairman
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Gerard K. O'ReillyCo-Chief Executive Officer, Co-Chief Investment Officer & Dimensional Director
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Gerard O'ReillyCo-CEO
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Jed FogdallGlobal Head of Portfolio Management
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Karen DolanChief Marketing Officer
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Lisa DallmerChief Operating Officer and Executive Vice President
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Mary CahillChief Financial Officer
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Michael HolmesChief Technology Officer
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Savina RizovaCo-Chief Investment Officer, Global Head of Research
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Selwyn NotelovitzGlobal Chief Compliance Officer
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Known Associates (4)

Eugene Fama

: Nobel Laureate economist, University of Chicago, director at DFA - foundational academic relationship

Kenneth French

: Dartmouth professor, director at DFA - factor investing research partner

Rex Sinquefield

: Co-founder of DFA (later departed to focus on philanthropy)

Roger Ibbotson

: Yale professor, early advisor

Relationship Strength

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Sources (18)

Changelog

  • 2025-12-11Initial research file created with overview, principals (David G. Booth), entities (DFA $700B+ AUM), Giving Pledge status (2013), Forbes 400 status, University of Chicago Booth School naming gift ($300M, 2008), and key characteristics of evidence-based investing philosophy. File structured for expansion with additional research.
  • 2025-12-11Updated Current Team section - added comprehensive C-suite table for Dimensional Fund Advisors (NYSE: DFIN) including David G. Booth Chairman, Gerard O'Reilly & Savina Rizova Co-CEOs, Jed Fogdall Global Head of Portfolio Management, Mary Cahill CFO; added Board of Directors section with Eugene Fama and Kenneth French (Nobel Laureate and factor investing pioneers); added Global Offices section listing all locations; added research notes for David and Suzanne Booth Foundation and recommended approaches including SEC filings, IRS Form 990, and LinkedIn searches.
  • 2025-12-27Major update to Current Team section with comprehensive LinkedIn URLs and restructured tables. Added Executive Leadership table (10 C-suite members with LinkedIn profiles including Dave Butler Co-CEO, Gerard O'Reilly Co-CEO/Co-CIO, Savina Rizova Co-CIO, Lisa Dallmer COO, Bernard Grzelak CFO, Catherine Newell General Counsel, Selwyn Notelovitz CCO, Michael Holmes CTO, Karen Dolan CMO). Added Global Heads & Senior Leadership table (13 executives including Jed Fogdall Portfolio Management, Wei Dai Research, Marlena Lee Investment Solutions, Stephen Clark President International). Added Regional Leadership table (7 regional CEOs across Japan, Australia, UK, Asia, Canada). Updated Board of Directors with three new independent directors appointed in 2025 (Darrell Duffie Stanford, Ingrid Werner Ohio State, Stefan Nagel). Updated AUM to $1.3T CAD ($915B USD) and employee count to 1,600+ as of December 2025. Previous CFO was Mary Cahill, now Bernard Grzelak.

Engagement & Preferences