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| Dimensional Fund Advisors Ltd
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|
|---|---|
| CRD # | 107472 |
| SEC # | 801-40136 |
| CIK # | 0000354204, 0001463225 |
| AUM | $248.1 BB (2023-03-31) |
| Employees | 130 (45% Investors, 2% Brokers) |
| Phone | 442030333300 |
| Address | 20 Triton Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
| 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
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|
246.1 | |
|
Baillie Gifford Overseas Ltd
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|
227.7 | |
|
Jackson National Asset Management LLC
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|
MI | 222.7 |
|
TIAA-CREF Investment Management LLC
✚
|
NY | 215.4 |
|
Morgan Stanley Investment Management Limited
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|
212.9 | |
|
Legg Mason Partners Fund Advisor LLC
✚
|
NY | 212.5 |
|
Russell Investments Implementation Services LLC
✚
|
WA | 170.1 |