DIMENSIONAL FUND ADVISORS LP

Latest filing: Mar 28, 2024 (238 days ago)
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AUM

$749,622,475,396
15% change vs. 1 year ago
15% change vs. 3 years ago
32% change vs. 5 years ago
116% change vs. 10 years ago

Employee Count

1,166
6% change vs. 1 year ago
9% change vs. 3 years ago
16% change vs. 5 years ago
139% change vs. 10 years ago

Main Office

AUSTIN, TX
6300 BEE CAVE ROAD, AUSTIN, TX, UNITED STATES, 78746

Client AUM

Discretion AUM
Discretionary $749.6
Non-Discretionary $0.0
Total $749.6
Client AUM
Retail $4.2
Pooled $718.4
Institutional $27.0
Total $749.6
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 758 $4.2
Average HNW AUM $5,584,678
Retail Total 758 $4.2
Average Retail AUM $5,584,678

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $16.7
THE BANK OF NEW YORK MELLON NEW YORK-NY-USA $4.6
THE NORTHERN TRUST COMPANY CHICAGO-IL-USA $4.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $31.2
Retail SMA AUM $4.2
Institutional SMA AUM $27.0
Asset Class % AUM
Equity Exch 87% $27.1
Equity Non-Exch 0% $0.0
Govt Agency 5% $1.6
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 3% $0.9
HY Credit 0% $0.0
Derivatives 1% $0.3
Investment Companies 3% $0.9
Other Pools 0% $0.0
Cash 1% $0.3
Other 0% $0.0
Total 100% $31.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
DIMENSIONAL FUND ADVISORS LTD $277.0 107472
DFA AUSTRALIA LIMITED $274.3 107621
DIMENSIONAL JAPAN LTD. $0.0 -
DIMENSIONAL HONG KONG LIMITED $0.0 broker-dealer -
DFA SECURITIES LLC $0.0 broker-dealer 10292
DIMENSIONAL FUND ADVISORS PTE. LTD. $0.0 -
DIMENSIONAL FUND ADVISORS CANADA ULC $0.0 broker-dealer -
DIMENSIONAL IRELAND LIMITED $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

12 active

Name Title
BOOTH, DAVID, GILBERT CHAIRMAN, CHAIRMAN
NEWELL, CATHERINE, LEE EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY
O'REILLY, GERARD, KIERAN CO-CHIEF EXECUTIVE OFFICER & CO-CHIEF INVESTMENT OFFICER
BUTLER, DAVID, PAUL CO-CHIEF EXECUTIVE OFFICER
DALLMER, LISA, MICHELE CHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENT
NOTELOVITZ, SELWYN, JUSTIN CHIEF COMPLIANCE OFFICER & VICE PRESIDENT
GRZELAK, BERNARD, JAMES CHIEF FINANCIAL OFFICER, TREASURER & VICE PRESIDENT
RIZOVA, SAVINA, BOJIDAROVA CO-CHIEF INVESTMENT OFFICER AND VICE PRESIDENT

ADVDB.CO • SOURCE: SEC

Representatives

240 active representatives found, showing 20 random

Name City State Exams Designations
ALTHEA TREVOR AUSTIN TX S65|2008-11-17 CHARTERED FINANCIAL ANALYST
ROBERT BURNS AUSTIN TX S63|1999-02-08|S66|2010-06-02
BRYAN MCCLUNE AUSTIN TX S66|2007-03-07
ANDREW BAUM AUSTIN TX S63|2013-09-16 CHARTERED FINANCIAL ANALYST
DAVID CAMPBELL AUSTIN TX S63|2000-02-28|S65|2012-01-31 CERTIFIED FINANCIAL PLANNER
WESTON WELLINGTON AUSTIN TX S63|1980-03-07|S65|2015-07-30
LILLY BALL AUSTIN TX S66|2023-11-06
CHRISTINE IVANICK AUSTIN TX S66|2016-06-23 CHARTERED FINANCIAL ANALYST
MARK DENNIS AUSTIN TX S63|2000-10-24|S65|2011-07-11
DENISE WINCHAR AUSTIN TX S63|1984-02-02|S65|1993-05-03|S66|2022-11-28
ALEXANDER PRICE AUSTIN TX S66|2013-07-12
TRACE WILLIAMS AUSTIN TX S66|2013-12-19 CHARTERED FINANCIAL ANALYST
PAUL LEBLANC AUSTIN TX S66|2012-08-22
ANDREW KEIPER AUSTIN TX S63|2002-03-23|S65|2002-05-17 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
DAVID SULLIVAN AUSTIN TX S63|2000-02-23|S66|2000-12-01
STEPHEN CLARK AUSTIN TX S66|2005-03-16
DANIEL MARTIN AUSTIN TX S65|2021-10-21|S63|2023-11-03
MARK GOCHNOUR AUSTIN TX S63|1998-10-22 CHARTERED FINANCIAL ANALYST
BRIAN WALSH AUSTIN TX S63|1993-04-21|S66|2006-12-04 CHARTERED FINANCIAL ANALYST
MATTHEW STUBBLEFIELD AUSTIN TX S63|2018-05-25 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $749.6 $0.0 0% 1,166 0 0%
2024-04-02 $749.6 $0.0 0% 1,166 0 0%
2023-04-04 $652.7 $96.9 15% 1,096 70 6%
2022-04-01 $743.3 $6.3 1% 1,037 129 12%
2021-04-05 $650.7 $99.0 15% 1,074 92 9%
2020-04-01 $662.6 $87.0 13% 1,050 116 11%
2019-04-01 $569.3 $180.3 32% 1,001 165 16%
2018-04-02 $636.6 $113.0 18% 863 303 35%
2017-04-01 $506.8 $242.8 48% 774 392 51%
2016-04-01 $424.5 $325.1 77% 677 489 72%
2015-04-01 $418.4 $331.2 79% 567 599 106%
2014-04-01 $347.2 $402.4 116% 488 678 139%
2013-04-01 $186.4 $563.2 302% 394 772 196%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX, AK-04/04/2013, AL-04/04/2013, AR-04/04/2013, AZ-04/04/2013, CA-09/27/1984, CO-04/04/2013, CT-04/04/2013, DC-04/04/2013, DE-04/04/2013, FL-04/05/2013, GA-04/04/2013, HI-04/04/2013, IA-04/04/2013, ID-04/04/2013, IL-04/16/2013, IN-04/04/2013, KS-04/04/2013, KY-04/04/2013, LA-04/04/2013, MA-04/04/2013, MD-04/04/2013, ME-04/04/2013, MI-04/04/2013, MN-04/04/2013, MO-04/04/2013, MS-04/04/2013, MT-04/04/2013, NC-04/04/2013, ND-04/04/2013, NE-04/04/2013, NH-04/04/2013, NJ-04/15/2013, NM-04/04/2013, NV-04/04/2013, NY-04/04/2013, OH-04/04/2013, OK-04/04/2013, OR-04/04/2013, PA-04/04/2013, PR-04/04/2013, RI-04/04/2013, SC-04/04/2013, SD-04/04/2013, TN-04/04/2013, TX-08/11/2006, UT-04/04/2013, VA-04/04/2013, VI-04/04/2013, VT-04/04/2013, WA-04/04/2013, WI-04/04/2013, WV-04/04/2013, WY-03/29/2018
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV