|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Dimensional Fund Advisors LP
✚
|
|
|---|---|
| CRD # | 106482 |
| SEC # | 801-16283 |
| CIK # | 354204 |
| AUM | $662.6 BB (86% Disc, 88% US, 2020-03-30) |
| Employees | 1,001 (35% Investors, 45% Brokers) |
| Phone | 512-306-7400 |
| Address | 6300 Bee Cave Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 1,372,810.0 | 2,602.2 | |
| INTC | 263,950.0 | 2,390.4 | |
| PFE | 208,250.0 | 2,272.9 | |
| T | 219,590.0 | 2,228.9 | |
| XOM | 194,220.0 | 2,217.3 | |
| MSFT | 1,376,930.0 | 2,177.1 | |
| JPM | 291,970.0 | 2,070.1 | |
| AMZN | 1,207,970.0 | 1,859.5 | |
| CMCSA | 180,380.0 | 1,824.5 | |
| WFC | 107,670.0 | 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 | 662.6 |
|
Dimensional Fund Advisors Ltd
✚
|
255.4 | |
|
DFA Australia Limited
✚
|
254.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Franklin Advisers Inc
✚
|
CA | 423.7 |
|
Wells Capital Management Incorporated
✚
|
CA | 393.6 |
|
Geode Capital Management LLC
✚
|
MA | 368.1 |
|
Columbia Management Investment Advisers LLC
✚
|
MA | 359.4 |
|
Western Asset Management Company LLC
✚
|
CA | 358.6 |
|
Mellon Investments Corporation
✚
|
MA | 328.0 |
|
Loomis Sayles & Company LP
✚
|
MA | 274.6 |
|
Parametric Portfolio Associates LLC
✚
|
WA | 266.0 |
|
Wells Fargo Funds Management LLC
✚
|
CA | 234.4 |
|
Nuveen Asset Management LLC
✚
|
IL | 209.7 |