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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Dimensional Fund Advisors LP
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| CRD # | 106482 |
| SEC # | 801-16283 |
| CIK # | 354204 |
| AUM | $569.3 BB (100% Disc, 87% US) |
| Employees | 1,001 (35% Investors, 45% Brokers) |
| Phone | 512-306-7400 |
| Address | 6300 Bee Cave Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 843,560.0 | 2,602.2 | |
| INTC | 239,910.0 | 2,390.4 | |
| PFE | 230,400.0 | 2,272.9 | |
| T | 220,140.0 | 2,228.9 | |
| XOM | 337,850.0 | 2,217.3 | |
| MSFT | 865,660.0 | 2,177.1 | |
| JPM | 341,670.0 | 2,070.1 | |
| AMZN | 820,610.0 | 1,859.5 | |
| CMCSA | 177,280.0 | 1,824.5 | |
| WFC | 226,380.0 | 1,624.4 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Dimensional Cayman Commodity Fund I Ltd | 352.6 | ||
| Other | The Large Cap Value Subtrust | 81.5 | ||
| Other | The Micro Cap Subtrust | 563.3 | ||
| Other | The Small Cap Subtrust | 2,060.2 | ||
| Other | The Small Cap Value Subtrust | 2,106.3 | ||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 569.3 |
|
Dimensional Fund Advisors Ltd
✚
|
219.7 | |
|
DFA Australia Limited
✚
|
219.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mellon Investments Corporation
✚
|
MA | 442.4 |
|
Franklin Advisers Inc
✚
|
CA | 423.7 |
|
Geode Capital Management LLC
✚
|
MA | 368.1 |
|
Western Asset Management Company LLC
✚
|
CA | 358.6 |
|
Wells Capital Management Incorporated
✚
|
CA | 349.9 |
|
Columbia Management Investment Advisers LLC
✚
|
MA | 323.1 |
|
Parametric Portfolio Associates LLC
✚
|
WA | 266.0 |
|
Loomis Sayles & Company LP
✚
|
MA | 230.3 |
|
Wells Fargo Funds Management LLC
✚
|
CA | 203.5 |
|
Nikko Asset Management Co Ltd
✚
|
196.8 |