⚲
|
Dimensional Fund Advisors Ltd
✚
|
|
---|---|
CRD # | 107472 |
SEC # | 801-40136 |
CIK # | 0001463225, 0000354204 |
AUM | $277.0 BB (2024-03-28) |
Employees | 149 (40% Investors, 0% Brokers) |
Phone | 442030333300 |
Address | 20 Triton Street London, United Kingdom |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
NVDA | 399.6 | 11.4 | |
AAPL | 2,382.8 | 11.2 | |
MSFT | 1,918.2 | 10.8 | |
AMZN | 1,093.0 | 5.2 | |
JPM | 340.2 | 4.6 | |
XOM | 385.5 | 4.2 | |
META | 434.9 | 3.9 | |
LLY | 301.8 | 3.2 | |
GOOGL | 1,475.1 | 3.2 | |
GOOG | 1,482.6 | 2.7 | |
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 | 86 | 267.9 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 0.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 13 | 7.3 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 5 | 1.4 |
(m) Corporations or other businesses not listed above | 0 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 108 | 277.0 |
By Discretionary | ||
Discretionary | 108 | 277.0 |
Non-Discretionary | 0 | 0.0 |
Total | 108 | 277.0 |
By Non-United States Persons | ||
Non-United States Persons | 1.4 | |
United States Persons | 275.6 | |
Total | 108 | 277.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000354204] | |
SC 13G | [0000354204] | |
13F-HR | [0001463225] | |
13F-NT | [0001463225] |
Related Firms | State | AUM ($BB) |
---|---|---|
Dimensional Fund Advisors LP
✚
|
TX | 749.6 |
Dimensional Fund Advisors Ltd
✚
|
277.0 | |
DFA Australia Limited
✚
|
274.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
BNY Mellon Investment Adviser Inc
✚
|
NY | 339.7 |
DFA Australia Limited
✚
|
274.3 | |
TIAA-CREF Investment Management LLC
✚
|
NY | 249.9 |
Jackson National Asset Management LLC
✚
|
MI | 246.7 |
Franklin Templeton Fund Adviser LLC
✚
|
NY | 196.1 |
Baillie Gifford Overseas Ltd
✚
|
186.6 | |
Olive Street Investment Advisers LLC
✚
|
MO | 178.2 |
PFM Asset Management LLC
✚
|
PA | 176.9 |
Morgan Stanley Investment Management Limited
✚
|
165.9 | |
Northern Trust Global Investments Ltd
✚
|
160.1 |