CONTRACTPENDING

Consider hiring Dimensional Fund Advisors (DFA)

City of Lakeland logoCity of Lakeland
Document date
Mar 25, 2025

The 30-second brief

What it covers

The City of Lakeland Employees' Pension & Retirement System is considering hiring Dimensional Fund Advisors (DFA) and reallocating assets from Wellington Management and Thompson, Siegel & Walmsley LLC (TS&W) to DFA, WCM (Wellington Capital Management) and RBC (RBC Global Asset Management). This strategic shift aims to enhance portfolio diversification and optimize investment returns.

Who holds it

Dfa International holds this investment contract with City of Lakeland. Its other public contracts on record include work for City of Waxahachie and Crestview Housing Authority.

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Contract details

Contract type
Investment
Document date
March 25, 2025
Term
NA
Source document
city-of-lakeland-agenda-2025-03-25_580.pdf (Agenda)

Dfa International's other public contracts

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Questions about this contract

Who was awarded the investment contract by City of Lakeland?

Dfa International was awarded this investment contract by City of Lakeland, as recorded on March 25, 2025.

What type of contract is this?

This is a Investment contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-lakeland-agenda-2025-03-25_580.pdf (Agenda), dated March 25, 2025 from City of Lakeland. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Dfa International hold?

Dfa International may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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