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DIMENSIONAL FUND ADVISORS LP
CRD 106482File 801-16283
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.0T
Top 10% of cohort (national)
Discretionary AUM
$1.0T
Clients
2,311
2,319 accounts
Employees
1,168
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 26, 1981
- Principal office
- 6300 BEE CAVE ROAD, BUILDING ONE, AUSTIN, TX, 78746
- Phone
- 512-306-7400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.0T
- Discretionary AUM
- $1.0T
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,319
- Non-discretionary accounts
- 0
- Total accounts
- 2,319
- AUM per client
- $441.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.63B |
| Non-U.S. persons | 11 | $14.92B |
| Insurance companies | Fewer than 5 | $181.3M |
| Investment companies | 198 | $799.10B |
| Charitable organizations | Fewer than 5 | $715.4M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 1,900 | $6.52B |
| Pooled investment vehicles | 146 | $174.14B |
| Pension and profit sharing plans | 17 | $2.54B |
| State or municipal government entities | 32 | $18.86B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,135 | 1,168 | increased by33 |
| Apr 1, 2026 | Clients | 1,602 | 2,311 | increased by709 |
| Apr 1, 2026 | AUM | $835,713,261,770 | $1,020,359,585,441 | increased by$184,646,323,671 |
| Apr 1, 2026 | Accounts | 1,611 | 2,319 | increased by708 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,037 | 1,135 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 521 | 1,602 | increased by1,081 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $743,326,749,818 | $835,713,261,770 | increased by$92,386,511,952 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 524 | 1,611 | increased by1,087 |
| Apr 1, 2022 | Employees | 1,074 | 1,037 | decreased by37 |
| Apr 1, 2022 | Clients | 439 | 521 | increased by82 |
| Apr 1, 2022 | AUM | $650,659,683,759 | $743,326,749,818 | increased by$92,667,066,059 |
| Apr 1, 2022 | Accounts | 442 | 524 | increased by82 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIMENSIONAL FUND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIMENSIONAL FUND” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.