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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 Aug 17, 2026
Regulatory AUM
$1.02T
Top 10% of cohort (national)
Discretionary AUM
$1.02T
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
- $1.02T
- Discretionary AUM
- $1.02T
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.