DIMENSIONAL FUND ADVISORS LP

Latest filing: Mar 31, 2025 (30 days ago)
View on IAPD
Adviser Website
LinkedIn Icon Adviser

AUM

$835,713,261,770
11% change vs. 1 year ago
12% change vs. 3 years ago
26% change vs. 5 years ago
100% change vs. 10 years ago

Employee Count

1,135
-3% change vs. 1 year ago
9% change vs. 3 years ago
8% change vs. 5 years ago
100% change vs. 10 years ago

Main Office

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

Client AUM

Discretion AUM
Discretionary $835.7
Non-Discretionary $0.0
Total $835.7
Client AUM
Retail $5.6
Pooled $792.0
Institutional $38.1
Total $835.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 1,206 $5.6
Average HNW AUM $4,608,235
Retail Total 1,206 $5.6
Average Retail AUM $4,608,235

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 $43.7
Retail SMA AUM $5.6
Institutional SMA AUM $38.1
Asset Class % AUM
Equity Exch 91% $39.8
Equity Non-Exch 0% $0.0
Govt Agency 3% $1.3
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 3% $1.3
HY Credit 0% $0.0
Derivatives 1% $0.4
Investment Companies 3% $1.3
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 101% $44.1

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 $276.1 107472
DFA AUSTRALIA LIMITED $273.9 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
MACGREGOR BEATTY AUSTIN TX S66|2023-09-16
DAVID SULLIVAN AUSTIN TX S63|2000-02-23|S66|2000-12-01
JEFFREY CHATMAN AUSTIN TX S66|2022-10-07
AUSTIN JENKINS AUSTIN TX S66|2016-07-15 CERTIFIED FINANCIAL PLANNER
HECTOR MORALES GARZA AUSTIN TX S66|2021-11-22
JOHN WILSON AUSTIN TX S66|2013-05-13
XING HONG AUSTIN TX S66|2021-05-03
WILLIAM CONE AUSTIN TX S66|2017-02-17
CESAR MAGDALENO AUSTIN TX S66|2020-05-30
MATTHEW COOPER AUSTIN TX S65|2007-10-26|S63|2015-02-11 CERTIFIED FINANCIAL PLANNER
JED FOGDALL AUSTIN TX S66|2006-11-03
DANIEL CROWLEY AUSTIN TX S66|2019-05-20
BARBARA JOHNS AUSTIN TX S63|2020-10-29|S66|2021-11-19
JACOB GRAY AUSTIN TX S66|2021-03-20
CHEYNEY STEPHENS AUSTIN TX S66|2022-08-29
BRITTANIE BAILOR AUSTIN TX S63|2019-10-11|S65|2022-09-12
JOSEPH WHEELER AUSTIN TX S66|2007-04-09
ROBERT KENNEDY AUSTIN TX S63|2012-09-07 CHARTERED FINANCIAL ANALYST
EMMA HOLLAND AUSTIN TX S66|2023-01-04
MATTHEW STUBBLEFIELD AUSTIN TX S63|2018-05-25 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-04-21 $835.7 $0.0 0% 1,135 0 0%
2024-04-02 $749.6 $86.1 11% 1,166 -31 -3%
2023-04-04 $652.7 $183.0 28% 1,096 39 4%
2022-04-01 $743.3 $92.4 12% 1,037 98 9%
2021-04-05 $650.7 $185.1 28% 1,074 61 6%
2020-04-01 $662.6 $173.1 26% 1,050 85 8%
2019-04-01 $569.3 $266.4 47% 1,001 134 13%
2018-04-02 $636.6 $199.1 31% 863 272 32%
2017-04-01 $506.8 $328.9 65% 774 361 47%
2016-04-01 $424.5 $411.2 97% 677 458 68%
2015-04-01 $418.4 $417.3 100% 567 568 100%
2014-04-01 $347.2 $488.5 141% 488 647 133%
2013-04-01 $186.4 $649.3 348% 394 741 188%

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