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| Happy Holidays!! thanks for using AUM13F!! |
| Dimensional Fund Advisors Ltd
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| CRD # | 107472 |
| SEC # | 801-40136 |
| CIK # | 0000354204, 0001463225 |
| AUM | $276.1 B (2025-03-31) |
| Employees | 150 (43% Investors, 0% Brokers) |
| Phone | 442030333300 |
| Address | 20 Triton Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000354204 0001463225 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 14.8 | ||
| Microsoft Corp | 12.6 | ||
| Apple Inc | 11.7 | ||
| Facebook Inc | 6.7 | ||
| Amazon Com Inc | 6.5 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Alphabet Inc | 3.6 | ||
| Exxon Mobil Corp | 3.5 | ||
| Alphabet Inc | 3.0 | ||
| VISA Inc | 3.0 | ||
| Broadcom Inc | 2.9 | ||
| Lilly Eli & Co | 2.9 | ||
| Johnson & Johnson | 2.8 | ||
| Mastercard Inc | 2.3 | ||
| Cisco Systems Inc | 2.0 | ||
| Home Depot Inc | 1.8 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Procter & Gamble Co | 1.8 | ||
| Oracle Corp | 1.8 | ||
| AbbVie Inc | 1.8 | ||
| UnitedHealth Group Inc | 1.7 | ||
| Royal Dutch Shell PLC | 1.7 | ||
| Chevron Corp | 1.7 | ||
| AT&T Inc | 1.6 | ||
| Wells Fargo & Co/MN | 1.6 | ||
| Wal Mart Stores Inc | 1.5 | ||
| International Business Machines Corp | 1.5 | ||
| Verizon Communications Inc | 1.5 | ||
| Tesla Motors Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($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 | 265.5 |
| (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 | 16 | 8.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 1.5 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 276.1 |
| By Discretionary | ||
| Discretionary | 102 | 276.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 102 | 276.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 274.6 | |
| Total | 102 | 276.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000354204] | |
| SC 13G | [0000354204] | |
| 13F-HR | [0001463225] | |
| 13F-NT | [0001463225] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 835.7 |
|
Dimensional Fund Advisors Ltd
✚
|
276.1 | |
|
DFA Australia Limited
✚
|
273.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BNY Mellon Investment Adviser Inc
✚
|
NY | 365.4 |
|
DFA Australia Limited
✚
|
273.9 | |
|
TIAA-CREF Investment Management LLC
✚
|
NY | 271.4 |
|
Jackson National Asset Management LLC
✚
|
MI | 254.3 |
|
Taula Capital Management UK LLP
✚
|
204.8 | |
|
Franklin Templeton Fund Adviser LLC
✚
|
NY | 191.6 |
|
Northern Trust Global Investments Ltd
✚
|
189.3 | |
|
DWS International GmbH
✚
|
178.5 | |
|
Olive Street Investment Advisers LLC
✚
|
MO | 169.5 |
|
Morgan Stanley Investment Management Limited
✚
|
165.3 |