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| Dimensional Fund Advisors Ltd
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|---|---|
| CRD # | 107472 |
| SEC # | 801-40136 |
| CIK # | 0000354204, 0001463225 |
| AUM | 364.73 B (2026-03-24) |
| Employees | 162 (40% Investors, 1% Brokers) |
| Phone | 442030333300 |
| Address | 20 Triton Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000354204 0001463225 |
| Sector | Form 13F Holdings | Value ($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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| 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) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 77 | 347.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 4.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 19 | 9.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.6 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 106 | 364.7 |
| By Discretionary | ||
| Discretionary | 106 | 364.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 106 | 364.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 363.1 | |
| Total | 106 | 364.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000354204] | |
| SC 13G | [0000354204] | |
| 13F-HR | [0001463225] | |
| 13F-NT | [0001463225] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $120.4B |
| Serves | Institutional |
| LEI | SIQNE3E5N1WZ40Z2SU44 |
| 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 |
|---|---|---|
|
Asset Management One Co Ltd
✚
|
470.54 B | |
|
BNY Mellon Investment Adviser Inc
✚
|
NY | 419.46 B |
|
DFA Australia Limited
✚
|
361.60 B | |
|
TIAA-CREF Investment Management LLC
✚
|
NY | 292.13 B |
|
Taula Capital Management UK LLP
✚
|
273.22 B | |
|
Vanguard Global Advisers LLC
✚
|
PA | 249.66 B |
|
Jackson National Asset Management LLC
✚
|
MI | 246.30 B |
|
DWS International GmbH
✚
|
228.87 B | |
|
Taula Capital Management US LLC
✚
|
210.93 B | |
|
Taula Capital Management DIFC Ltd
✚
|
210.92 B |