Dimensional Fund Advisors LP

RIASEC Registered

Total AUM

$1T

Discretionary

$1T

100% of AUM

Avg account

$440M

Accounts

2,319

Employees

1,168

Advisory reps

262

Firm details

Headquarters: Austin, Texas
CRD number: 106482
Registered since: August 26, 1981
Website: us.dimensional.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies78.32%
Pooled Investment Vehicles17.07%
State / Municipal Government1.85%
Sovereign Wealth Funds1.46%
HNWI0.64%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dimensional Fund Advisors LP is a limited partnership that provides portfolio management across individuals, pooled vehicles, investment companies, and institutional clients. The firm is SEC-registered (registered in 1981) and reports both percentage-of-assets and performance-based fee arrangements. Its activity set includes Commodity Pool Operator/Commodity Trading Advisor functions and it identifies as an active ESG investor. Client types span individual and family investors as well as institutional mandates.