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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) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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] |
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---|---|---|
Dimensional Fund Advisors LP
✚
|
TX | 652.7 |
Dimensional Fund Advisors Ltd
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|
248.1 | |
DFA Australia Limited
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|
246.1 |
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|
PA | 337.5 |
Vanguard Asset Management Limited
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318.5 | |
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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
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|
NY | 215.4 |
Morgan Stanley Investment Management Limited
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212.9 | |
Legg Mason Partners Fund Advisor LLC
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|
NY | 212.5 |
Russell Investments Implementation Services LLC
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|
WA | 170.1 |