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| Dimensional Fund Advisors LP
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|---|---|
| CRD # | 106482 |
| SEC # | 801-16283 |
| CIK # | 0000354204, 0001463225 |
| AUM | 1,020.36 B (2026-03-24) |
| Employees | 1,168 (31% Investors, 45% Brokers) |
| Phone | 512-306-7400 |
| Address | 6300 Bee Cave Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 22 Jul 2026 | Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares — Yahoo Finance |
| Wed, 22 Jul 2026 | Dimensional Fund Advisors LP Increases Stock Position in Northern Trust Corporation $NTRS — InsuranceNewsNet |
| Tue, 14 Jul 2026 | Dimensional Fund Advisors stake in Amphastar Pharmaceuticals (AMPH) hits 5.2% — Stock Titan |
| Thu, 28 May 2026 | Dimensional Fund Advisors Exploring Sale — FIN News |
| Wed, 27 May 2026 | Dimensional Fund Advisors exploring sale: Sources — Citywire |
| CIK | Period |
|---|---|
| 0000354204 0001463225 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 16.5 | ||
| Apple Inc | 14.9 | ||
| Microsoft Corp | 10.9 | ||
| Amazon Com Inc | 8.1 | ||
| Facebook Inc | 6.0 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Alphabet Inc | 5.3 | ||
| Alphabet Inc | 4.2 | ||
| Broadcom Inc | 3.9 | ||
| Johnson & Johnson | 3.9 | ||
| Lilly Eli & Co | 3.6 | ||
| Chevron Corp | 2.8 | ||
| Visa Inc | 2.7 | ||
| Micron Technology Inc | 2.4 | ||
| Royal Dutch Shell PLC | 2.3 | ||
| Cisco Systems Inc | 2.1 | ||
| Mastercard Inc | 2.1 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Caterpillar Inc | 1.9 | ||
| Tesla Motors Inc | 1.9 | ||
| Merck & Co Inc | 1.9 | ||
| Home Depot Inc | 1.7 | ||
| Procter & Gamble Co | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Health Care REIT Inc /DE/ | 1.6 | ||
| Verizon Communications Inc | 1.6 | ||
| AbbVie Inc | 1.6 | ||
| Goldman Sachs Group Inc | 1.6 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | All Country EX US Equity Market Subtrust | 2026-03-24 | 4,196.3 M | |
| HF | Dimensional Cayman Commodity Fund I Ltd | 2012-03-30 | 335.3 M | |
| Other | The Large Cap Value Subtrust | 2012-03-30 | 73.9 M | |
| Other | The Micro Cap Subtrust | 2012-03-30 | 135.2 M | |
| Other | The Small Cap Subtrust | 2012-03-30 | 849.9 M | |
| Other | The Small Cap Value Subtrust | 2012-03-30 | 535.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,900 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 198 | 799.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 146 | 174.1 |
| (g) Pension and profit sharing plans | 17 | 2.5 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 32 | 18.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 11 | 14.9 |
| (m) Corporations or other businesses not listed above | 7 | 2.6 |
| (n) Other | 0 | 0.7 |
| Total | 2,319 | 1,020.4 |
| By Discretionary | ||
| Discretionary | 2,319 | 1,020.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,319 | 1,020.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 184.6 | |
| United States Persons | 835.7 | |
| Total | 2,319 | 1,020.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000354204] | |
| SC 13G | [0000354204] | |
| 13F-HR | [0001463225] | |
| 13F-NT | [0001463225] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $238.7B |
| Clients | 3 (6 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | S31KDR2I4VDC432ELJ36 |
| Related Firms | State | AUM |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 1,020.36 B |
|
Dimensional Fund Advisors Ltd
✚
|
364.73 B | |
|
DFA Australia Limited
✚
|
361.60 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mellon Investments Corporation
✚
|
PA | 873.87 B |
|
Parametric Portfolio Associates LLC
✚
|
WA | 684.78 B |
|
Columbia Management Investment Advisers LLC
✚
|
MA | 502.40 B |
|
Allspring Global Investments LLC
✚
|
NC | 475.78 B |
|
JP Morgan Securities LLC
✚
|
NY | 429.69 B |
|
Loomis Sayles & Company LP
✚
|
MA | 386.88 B |
|
NISA Investment Advisors LLC
✚
|
MO | 343.89 B |
|
Pictet Asset Management Sa
✚
|
330.70 B | |
|
Allspring Funds Management LLC
✚
|
NC | 324.65 B |
|
AQR Capital Management LLC
✚
|
CT | 311.70 B |