DIMENSIONAL FUND ADVISORS LTD

CRD 107472File 801-40136

APPROVED

Disclosure events

Filing as of Mar 24, 2026

Feed vintage Aug 17, 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
Website: https://www.dimensional.com/gb-en/individual

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, 5G

Compensation

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
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.