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DIMENSIONAL FUND ADVISORS LTD
CRD 107472File 801-40136
APPROVED
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$364.73B
Top 10% of cohort (national)
Discretionary AUM
$364.73B
Clients
100
106 accounts
Employees
162
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 6, 1991
- Principal office
- 20 TRITON STREET, REGENT'S PLACE, LONDON, NW1 3BF
- Phone
- + (44) 20-3033-3300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $364.73B
- Discretionary AUM
- $364.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 106
- Non-discretionary accounts
- 0
- Total accounts
- 106
- AUM per client
- $3.65B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.27B |
| Non-U.S. persons | Fewer than 5 | $1.60B |
| Investment companies | 77 | $347.73B |
| Charitable organizations | Fewer than 5 | $0 |
| Pooled investment vehicles | 4 | $4.30B |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | 19 | $9.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 150 | 162 | increased by12 |
| Apr 1, 2026 | Clients | 101 | 100 | decreased by1 |
| Apr 1, 2026 | AUM | $276,109,980,542 | $364,729,421,912 | increased by$88,619,441,370 |
| Apr 1, 2026 | Accounts | 102 | 106 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 130 | 150 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 93 | 101 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $280,624,644,467 | $276,109,980,542 | decreased by$4,514,663,925 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 99 | 102 | increased by3 |
| Apr 1, 2022 | Clients | 87 | 93 | increased by6 |
| Apr 1, 2022 | AUM | $243,893,882,464 | $280,624,644,467 | increased by$36,730,762,003 |
| Apr 1, 2022 | Accounts | 95 | 99 | increased by4 |
| 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.