Dimensional Fund Advisors Ltd

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Assets, Funds, Holdings

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Dimensional Fund Advisors Ltd
CRD #107472
SEC #801-40136
CIK #0000354204, 0001463225
AUM $248.1 BB (2023-03-31)
Employees 130 (45% Investors, 2% Brokers)
Phone442030333300
Address20 Triton Street
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3002401801206001999200720152024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 8.1
MSFT 1,918.2 6.6
XOM 385.5 3.3
JPM 340.2 2.6
AMZN 1,093.0 2.3
CVX 294.6 2.0
PFE 284.2 1.8
GOOGL 1,475.1 1.6
PLD 88.1 1.6
CMCSA 175.3 1.5
View All
Holdings by Sector ($BB)
60048036024012002011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 68 267.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 0.3
(g) Pension and profit sharing plans 0 0.6
(h) Charitable organizations 0 0.5
(i) State or municipal government entities 20 9.6
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 2.0
(m) Corporations or other businesses not listed above 0 0.6
(n) Other 0 0.0
Total 99 280.6
By Discretionary
Discretionary 99 280.6
Non-Discretionary 0 0.0
Total 99 280.6
By Non-United States Persons
Non-United States Persons 2.8
United States Persons 277.8
Total 99 280.6
EDGAR Form CIK 2011 - 2024
13F-HR [0000354204]
SC 13G [0000354204]
13F-HR [0001463225]
13F-NT [0001463225]
Form 13D/13G Filer Form 13D/13G Subject Filed
Dimensional Fund Advisors LP Foot Locker Inc [2023-02-10]
Dimensional Fund Advisors LP Winnebago Industries Inc [2023-02-10]
Dimensional Fund Advisors LP Quad/Graphics Inc [2023-02-10]
Dimensional Fund Advisors LP S&T Bancorp Inc [2023-02-10]
Dimensional Fund Advisors LP Smith & Wesson Brands Inc [2023-02-10]
Dimensional Fund Advisors LP Steelcase Inc [2023-02-10]
Dimensional Fund Advisors LP Stewart Information Services Corp [2023-02-10]
Dimensional Fund Advisors LP Trustco Bank Corp N Y [2023-02-10]
Dimensional Fund Advisors LP United Bankshares Inc/Wv [2023-02-10]
Dimensional Fund Advisors LP Urban Outfitters Inc [2023-02-10]
View All
Related Firms State AUM ($BB)
Dimensional Fund Advisors LP
TX 652.7
Dimensional Fund Advisors Ltd
248.1
DFA Australia Limited
246.1
Comparable Firms State AUM ($BB)
Vanguard Global Advisers LLC
PA 337.5
Vanguard Asset Management Limited
318.5
NISA Investment Advisors LLC
MO 277.3
DFA Australia Limited
246.1
Baillie Gifford Overseas Ltd
227.7
Jackson National Asset Management LLC
MI 222.7
TIAA-CREF Investment Management LLC
NY 215.4
Morgan Stanley Investment Management Limited
212.9
Legg Mason Partners Fund Advisor LLC
NY 212.5
Russell Investments Implementation Services LLC
WA 170.1
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