Dimensional Fund Advisors

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 2, 2017 by Patrick O'Shaughnessy · said 10 times in 3 episodes since 2017 · across every show →

Mentions by year

brought up most by Roz Hewsenian (6), Patrick O'Shaughnessy (2), Ted Seides (1), Dan Rasmussen (1)

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Everything said about Dimensional Fund Advisors, oldest first

May 2, 2017 positive
Assertion Contradicted
O'Shaughnessy: DFA investors suffered a smaller behavior gap than S&P investors
“They've done an amazing job of convincing their investor base that they need to hold these strategies for the long term. Now, obviously, that works out well for DFA as a business, because they've got incredibly sticky money, but it has also worked out very wel…”
Patrick O'Shaughnessy May 2, 2017 ▶ 1:10:56 The Bet with Buffett (Capital Allocators, EP.05)
Aug 6, 2018 positive
Assertion Supported
Dimensional Fund Advisors remains in PepsiCo's investment portfolio after 30 years
“And it's my understanding that today that manager's still in Pepsi's portfolio some 30 some odd years later.”
Roz Hewsenian Aug 6, 2018 ▶ 16:01 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
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