Dimensional Fund Advisors Lp
SEC-registered
Mutual Fund / Asset Manager · Mega ($100B+)
CRD 106482
· SEC file 801-16283
· Austin, TX
· www.dimensional.com
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $1.0T
- Discretionary
- $1.0T
- Clients
- 2,311
- Avg AUM / client
- $442M
- Accounts
- 2,319
- Employees
- 1,168
AUM over time
$186B
$1.0T
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Asset allocation (SMA assets by investment type)
as of Mar 24, 2026
Exchange-traded equities
$929B
91%
Registered investment companies (funds/ETFs)
$40.8B
4%
US government & agency bonds
$30.6B
3%
Investment-grade corporate bonds
$20.4B
2%
Cash & equivalents
$10.2B
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1,900 | $6.5B | 0.64% |
| Investment companies | 198 | $799B | 78.3% |
| Pooled investment vehicles (non-investment companies) | 146 | $174B | 17.1% |
| Pension and profit sharing plans | 17 | $2.5B | 0.25% |
| Charitable organizations | Fewer than 5 clients | $715M | 0.07% |
| State or municipal government entities | 32 | $18.9B | 1.85% |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $181M | 0.02% |
| Sovereign wealth funds and foreign official institutions | 11 | $14.9B | 1.46% |
| Corporations and other businesses | 7 | $2.6B | 0.26% |
| Other | Fewer than 5 clients | $741M | 0.07% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Small Cap Subtrust | Other Private Fund | Illinois | $836M | 13 |
| The Small Cap Value Subtrust | Other Private Fund | Illinois | $617M | 13 |
| The Micro Cap Subtrust | Other Private Fund | Illinois | $129M | 3 |
| The Large Cap Value Subtrust | Other Private Fund | Illinois | $58.9M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 107.
People (264)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Paul Butler | Co Chief Executive Officer | CFA | Sep 2009 (17y) | Less than 5% |
| Booth, David, Gilbert | Chairman | Feb 2017 (10y) | ≈ 0% – 2.5% via Dimensional Holdings Inc. | |
| Newell, Catherine, Lee | Executive Vice President, Chief Legal Officer & Secretary | Feb 2017 (10y) | Less than 5% | |
| O'reilly, Gerard, Kieran | Co Chief Executive Officer & Co Chief Investment Officer | Sep 2017 (9y) | Less than 5% | |
| Dallmer, Lisa, Michele | Chief Operating Officer & Executive Vice President | Dec 2019 (7y) | Less than 5% | |
| Notelovitz, Selwyn, Justin | Chief Compliance Officer & Vice President | Jul 2020 (6y) | Less than 5% | |
| Grzelak, Bernard, James | Chief Financial Officer, Treasurer & Vice President | Sep 2020 (6y) | Less than 5% | |
| Rizova, Savina, Bojidarova | Co Chief Investment Officer And Vice President | Feb 2024 (3y) | Less than 5% | |
| Scott Andrew Bosworth | Registered representative | CFA | Sep 2006 (20y) | |
| Andrew Kenneth Keiper | Registered representative | CFP CFA | Sep 2006 (20y) | |
| Joel Harris Hefner | Registered representative | CFA | Sep 2006 (20y) | |
| Stephen Andrew Clark | Registered representative | Sep 2006 (20y) | ||
| Jed Steven Fogdall | Registered representative | Nov 2006 (20y) | ||
| Joseph Lavern Young | Registered representative | Nov 2006 (20y) | ||
| Benjamin Craig Walker | Registered representative | Jan 2007 (20y) | ||
| Mark Raymond Gochnour | Registered representative | CFA | Jan 2007 (20y) | |
| Ryan Cooper | Registered representative | Feb 2007 (19y) | ||
| Erik Terry Totten | Registered representative | Apr 2007 (19y) | ||
| Kyle Kenichi Ozaki | Registered representative | Jul 2007 (19y) | ||
| Leighton Todd Erskine | Registered representative | CFA | Jul 2007 (19y) | |
| Dawn Melody Eicks | Registered representative | Jul 2007 (19y) | ||
| Joseph James Wheeler | Registered representative | Feb 2009 (17y) | ||
| Matthew Cooper | Registered representative | CFP | Mar 2010 (16y) | |
| Richard Henry Tatlow | Registered representative | CFA | Sep 2010 (16y) | |
| Gary Edward Gustovich | Registered representative | Oct 2010 (16y) | ||
| Johnathon Kirk Dekinder | Registered representative | Nov 2010 (16y) | ||
| Hunt Macdonald Cairns | Registered representative | Feb 2011 (15y) | ||
| Mark James Dennis | Registered representative | Jul 2011 (15y) | ||
| Marlena Iris Lee | Registered representative | Oct 2011 (15y) | ||
| Ryan James Chaplinski | Registered representative | Oct 2011 (15y) | ||
| Cory Thomas Riedberger | Registered representative | Dec 2011 (15y) | ||
| Edward Andrew Foley | Registered representative | Feb 2012 (14y) | ||
| Dennis Mitchell Chamberlain | Registered representative | CFP | Mar 2012 (14y) | |
| Alyson Melinda Mcdonald | Registered representative | May 2012 (14y) | ||
| Stanley Wilkes Black | Registered representative | May 2012 (14y) | ||
| Mary Tracey Phillips | Registered representative | CFA | Aug 2012 (14y) | |
| Lacey Nicole Huebel | Registered representative | Sep 2012 (14y) | ||
| Matthew Wayne Snider | Registered representative | Sep 2012 (14y) | ||
| Michael Bryan Mccann | Registered representative | CFP | Nov 2012 (14y) | |
| Griffin Sanford Watkins | Registered representative | CFA | Jan 2013 (14y) | |
| Karen Mary Dolan | Registered representative | CFA | Feb 2013 (13y) | |
| David Keith Campbell | Registered representative | CFP | May 2013 (13y) | |
| David John Sullivan | Registered representative | Jun 2013 (13y) | ||
| Joel Patrick Schneider | Registered representative | Nov 2013 (13y) | ||
| Mandy Lin Solin | Registered representative | Jan 2014 (13y) | ||
| Douglas Longo | Registered representative | Apr 2014 (12y) | ||
| Rachel Elizabeth Kotubey | Registered representative | CFA | Jul 2014 (12y) | |
| Mitchell Mccartney Schorr | Registered representative | CFA | Oct 2014 (12y) | |
| Kelly Doherty Herd | Registered representative | Oct 2014 (12y) | ||
| Joseph Fredrick Hohn | Registered representative | Oct 2014 (12y) | ||
| John Wesley Crill | Registered representative | Nov 2014 (12y) | ||
| Daniel Arthur Essman | Registered representative | CFP | Jan 2015 (12y) | |
| Russell Lee Brockett | Registered representative | Jan 2015 (12y) | ||
| Chase Robert Kingsley | Registered representative | Mar 2015 (11y) | ||
| James Kenneth Norman | Registered representative | May 2015 (11y) | ||
| Ryan Menown Ennis | Registered representative | CFA | Jun 2015 (11y) | |
| Randon Scott Brown | Registered representative | Jun 2015 (11y) | ||
| Paul Andrew Leblanc | Registered representative | Jul 2015 (11y) | ||
| Christopher Ryan Anderson | Registered representative | Nov 2015 (11y) | ||
| Lauren Elizabeth Olson | Registered representative | Dec 2015 (11y) | ||
| Christopher William Cummins | Registered representative | CFA | Feb 2016 (10y) | |
| Wei Dai | Registered representative | Feb 2016 (10y) | ||
| Alan Ross Hutchison | Registered representative | Feb 2016 (10y) | ||
| Alexander Koppara Cheriyan | Registered representative | Mar 2016 (10y) | ||
| Althea Keegan Trevor | Registered representative | CFA | Apr 2016 (10y) | |
| Erik Anthony Schulte | Registered representative | CFP | Apr 2016 (10y) | |
| Diana Parker Bolding | Registered representative | Jun 2016 (10y) | ||
| William Barrett Brown | Registered representative | Oct 2016 (10y) | ||
| Ashley Cabrina Ilardo | Registered representative | Nov 2016 (10y) | ||
| Travis Aaron Meldau | Registered representative | Nov 2016 (10y) | ||
| John Edmunds Wilson | Registered representative | Dec 2016 (10y) | ||
| John W Ellston | Registered representative | Dec 2016 (10y) | ||
| Olivia Noel La Magna | Registered representative | Dec 2016 (10y) | ||
| William Barrett Cone | Registered representative | Feb 2017 (9y) | ||
| Dustin Alexander Vile | Registered representative | Mar 2017 (9y) | ||
| Stephen Robert De Man | Registered representative | Apr 2017 (9y) | ||
| Edward Rowley Simpson | Registered representative | CFA | Jun 2017 (9y) | |
| Erin Searl | Registered representative | Jun 2017 (9y) | ||
| Melissa Spring | Registered representative | Aug 2017 (9y) | ||
| Joseph Stuhr | Registered representative | Sep 2017 (9y) | ||
| Trace O'neil Williams | Registered representative | CFA | Oct 2017 (9y) | |
| Joseph Theodore Gerfers | Registered representative | Nov 2017 (9y) | ||
| Myron Erik Gilbert | Registered representative | CFA | Nov 2017 (9y) | |
| Barbara Nicole Flanagan | Registered representative | Jan 2018 (9y) | ||
| Samuel Frederick Gillespie | Registered representative | Feb 2018 (8y) | ||
| Theodore Joseph Watt | Registered representative | May 2018 (8y) | ||
| Douglas Mackensie Head | Registered representative | Jul 2018 (8y) | ||
| Shawn M Doty | Registered representative | Jul 2018 (8y) | ||
| Andrew Casey Baum | Registered representative | CFA | Jul 2018 (8y) | |
| Austin Michael Jenkins | Registered representative | CFP | Oct 2018 (8y) | |
| Kimberly A Ginsburg | Registered representative | Oct 2018 (8y) | ||
| Robert Alexander Kennedy | Registered representative | CFA | Nov 2018 (8y) | |
| Christine Bosco Ivanick | Registered representative | CFA | Nov 2018 (8y) | |
| Carter Neal Wendt | Registered representative | CFP | Dec 2018 (8y) | |
| Kyle Thompson | Registered representative | Dec 2018 (8y) | ||
| Maxwell Allen Walker | Registered representative | Jan 2019 (8y) | ||
| Alexander Fridman | Registered representative | CFA | Feb 2019 (7y) | |
| Chad Anthony Fedrick | Registered representative | Mar 2019 (7y) | ||
| Jake Patrick Luken | Registered representative | Apr 2019 (7y) | ||
| Daniel Austin Crowley | Registered representative | May 2019 (7y) | ||
| Christian Mayo Gunther | Registered representative | CFP | Jul 2019 (7y) | |
| Brian James Walsh | Registered representative | CFA | Jul 2019 (7y) | |
| Robert Chadwick Burns | Registered representative | Jul 2019 (7y) | ||
| John Robert Kranik | Registered representative | Jul 2019 (7y) | ||
| Samantha Marie Morrison | Registered representative | Oct 2019 (7y) | ||
| Sunil Bansidhar Shah | Registered representative | CFA | Oct 2019 (7y) | |
| Wade Hampton Love | Registered representative | Nov 2019 (7y) | ||
| Courtney Elizabeth Scott | Registered representative | Nov 2019 (7y) | ||
| Mark Thomas Colaco | Registered representative | CFP | Dec 2019 (7y) | |
| Anne Drew Allen | Registered representative | Dec 2019 (7y) | ||
| Jenna Mary West | Registered representative | Dec 2019 (7y) | ||
| Zackary Alan Cadieux | Registered representative | Dec 2019 (7y) | ||
| Lauren Lynda Rishel | Registered representative | Jan 2020 (7y) | ||
| Olivia Ann Sjostrom | Registered representative | Jan 2020 (7y) | ||
| Michael Scott Perry | Registered representative | Jan 2020 (7y) | ||
| Daniel Richard King | Registered representative | CFA | Feb 2020 (6y) | |
| Kevin Green | Registered representative | Feb 2020 (6y) | ||
| Wyatt Scott Jason | Registered representative | Sep 2020 (6y) | ||
| Cynthia Resendez | Registered representative | Oct 2020 (6y) | ||
| Caroline Ewing | Registered representative | Dec 2020 (6y) | ||
| Anthony Alan Ioffredo | Registered representative | Dec 2020 (6y) | ||
| Kaushiki Tewary | Registered representative | Jan 2021 (6y) | ||
| Laurel Madeline Kavanagh | Registered representative | Jan 2021 (6y) | ||
| Caroline Rose Dotter | Registered representative | Feb 2021 (5y) | ||
| Nigel Glenn Walker | Registered representative | Mar 2021 (5y) | ||
| Xing Hong | Registered representative | May 2021 (5y) | ||
| Michael Allen Kopec | Registered representative | May 2021 (5y) | ||
| Sooyeon Kim Mirda | Registered representative | CFA | Jul 2021 (5y) | |
| Daniel Jeffries | Registered representative | Aug 2021 (5y) | ||
| Noah Francis Caust | Registered representative | Aug 2021 (5y) | ||
| Ashley Elizabeth Liddell | Registered representative | Sep 2021 (5y) | ||
| Steven Dylan Williams | Registered representative | Sep 2021 (5y) | ||
| Isabelle Lee Williams | Registered representative | Sep 2021 (5y) | ||
| Austin Michael Kryc | Registered representative | Oct 2021 (5y) | ||
| Hector Emiliano Morales Garza | Registered representative | Nov 2021 (5y) | ||
| John Watson Meigs | Registered representative | Feb 2022 (4y) | ||
| Kyle James Straube | Registered representative | Feb 2022 (4y) | ||
| Ellis Curbelo Jeffay | Registered representative | CFP | Mar 2022 (4y) | |
| Avery Bonahoom | Registered representative | Apr 2022 (4y) | ||
| Olivia Jayne Granville Carr | Registered representative | May 2022 (4y) | ||
| Connor Shevlin Cunningham | Registered representative | May 2022 (4y) | ||
| Oluwafemi Seun Alademehin | Registered representative | May 2022 (4y) | ||
| Jacob Herschel Gray | Registered representative | Jun 2022 (4y) | ||
| Jonathan Brian Lindsay | Registered representative | CFA | Jul 2022 (4y) | |
| Jillian Elizabeth Hefner | Registered representative | Jul 2022 (4y) | ||
| Meredith Christian Broderick | Registered representative | Aug 2022 (4y) | ||
| Walter Abruzzese | Registered representative | Aug 2022 (4y) | ||
| Brittanie T Bailor | Registered representative | Sep 2022 (4y) | ||
| Ameesha Purohit Ouimet | Registered representative | Sep 2022 (4y) | ||
| Brandon John Putman | Registered representative | Oct 2022 (4y) | ||
| Rachel Frances Shingleton | Registered representative | Oct 2022 (4y) | ||
| Christian Jaeger | Registered representative | CFA | Oct 2022 (4y) | |
| Jaie Hunter Jensen | Registered representative | Nov 2022 (4y) | ||
| Mason Tyler Laurence | Registered representative | Nov 2022 (4y) | ||
| Mark Wessling | Registered representative | Nov 2022 (4y) | ||
| Carolyn Roberts Mann | Registered representative | Nov 2022 (4y) | ||
| Michele Dominique Reiner | Registered representative | Dec 2022 (4y) | ||
| Joseph Lynn Belisle | Registered representative | Jan 2023 (4y) | ||
| Kourtney Taylor Keeley | Registered representative | Jan 2023 (4y) | ||
| Michael James Ferguson | Registered representative | Jan 2023 (4y) | ||
| Michael Robert Cornish | Registered representative | Jan 2023 (4y) | ||
| Cynthia Terence Liu | Registered representative | Jan 2023 (4y) | ||
| Barbara Golic Johns | Registered representative | Jan 2023 (4y) | ||
| Sofi Kiss | Registered representative | Feb 2023 (3y) | ||
| Jeffrey Brent Pickering | Registered representative | Jun 2023 (3y) | ||
| John Mark Wilson | Registered representative | Jun 2023 (3y) | ||
| Devin Macgregor Turner | Registered representative | Jun 2023 (3y) | ||
| Cesar Magdaleno | Registered representative | Jun 2023 (3y) | ||
| Weideng He | Registered representative | Jun 2023 (3y) | ||
| Daniel Alexander Martin | Registered representative | Aug 2023 (3y) | ||
| William John Kluber | Registered representative | Aug 2023 (3y) | ||
| Kacie Jason | Registered representative | Sep 2023 (3y) | ||
| Macgregor Tannahill Beatty | Registered representative | Sep 2023 (3y) | ||
| Samuel Thomas Wehmeyer | Registered representative | Oct 2023 (3y) | ||
| Edward Recchion | Registered representative | Nov 2023 (3y) | ||
| Owen Thomas Africa | Registered representative | Nov 2023 (3y) | ||
| Lilly Marie Ball | Registered representative | Nov 2023 (3y) | ||
| Anna Laurel Gilliatt | Registered representative | Nov 2023 (3y) | ||
| Ashley Aimee Bruneman | Registered representative | Nov 2023 (3y) | ||
| Avery Claire Anderson | Registered representative | Nov 2023 (3y) | ||
| Anirudh Shastry | Registered representative | Nov 2023 (3y) | ||
| Kevin S Brown | Registered representative | CFP | Mar 2024 (2y) | |
| Daniel Eduardo Luque | Registered representative | Apr 2024 (2y) | ||
| Lukas James Smart | Registered representative | Apr 2024 (2y) | ||
| Kevin David Bechtel | Registered representative | CFA | Apr 2024 (2y) | |
| Sarah Patino | Registered representative | May 2024 (2y) | ||
| Ramyani Roy | Registered representative | May 2024 (2y) | ||
| Stephen W Klein | Registered representative | CFA | May 2024 (2y) | |
| Ryan Layman | Registered representative | CFA | Jun 2024 (2y) | |
| Matthew Hayward Daggett | Registered representative | CFA | Jun 2024 (2y) | |
| Carolus Venes | Registered representative | Jul 2024 (2y) | ||
| Aiden Sturdevant | Registered representative | Aug 2024 (2y) | ||
| Lawrence Albert Bernert | Registered representative | Oct 2024 (2y) | ||
| Jordan Alyssa Mendelson | Registered representative | Nov 2024 (2y) | ||
| Tula Mae Hanson | Registered representative | Nov 2024 (2y) | ||
| Arianna Joy Clay | Registered representative | Nov 2024 (2y) | ||
| Charles Casey Cunningham | Registered representative | Nov 2024 (2y) | ||
| Tejas Dalvi | Registered representative | Nov 2024 (2y) | ||
| Mary Alexandra Khater | Registered representative | Nov 2024 (2y) | ||
| Sean Patrick Keating | Registered representative | Nov 2024 (2y) | ||
| Richard Mark Holmes | Registered representative | Nov 2024 (2y) | ||
| Nathaniel William Kibbe | Registered representative | Nov 2024 (2y) | ||
| Ryland Puzzitiello | Registered representative | Dec 2024 (2y) | ||
| Ashlee E Sample | Registered representative | Dec 2024 (2y) | ||
| Daniel Ryan Leuenberger | Registered representative | Dec 2024 (2y) | ||
| Emma Joan Conrad | Registered representative | Dec 2024 (2y) | ||
| Claire Ann Paiement | Registered representative | Jan 2025 (2y) | ||
| Gavin Timothy Fox | Registered representative | Jan 2025 (2y) | ||
| Rachel Lauren Loiko | Registered representative | Jan 2025 (2y) | ||
| Joshua Martin Lang | Registered representative | Feb 2025 (1y) | ||
| Tracy Rene Mitchell | Registered representative | Feb 2025 (1y) | ||
| Joseph Frank Kolerich | Registered representative | Feb 2025 (1y) | ||
| Trenton Charles Coats | Registered representative | Feb 2025 (1y) | ||
| Matthew Raith | Registered representative | Feb 2025 (1y) | ||
| Alec Kristopher Bassett | Registered representative | Feb 2025 (1y) | ||
| Anthony T Martin | Registered representative | CFA | Apr 2025 (1y) | |
| Bryce Damon Skaff | Registered representative | CFA | Apr 2025 (1y) | |
| Joseph W Kiley | Registered representative | Apr 2025 (1y) | ||
| Yasmine Daghestani | Registered representative | Apr 2025 (1y) | ||
| Michael Bordes | Registered representative | Jun 2025 (1y) | ||
| Timothy Patrick Saunders | Registered representative | Jul 2025 (1y) | ||
| Gregory Charles Sensale | Registered representative | Jul 2025 (1y) | ||
| Samuel Aaron Dewitt | Registered representative | CFA | Jul 2025 (1y) | |
| Nicholas Jun Hay Lam | Registered representative | Aug 2025 (1y) | ||
| Elizabeth Lucille Musto | Registered representative | Aug 2025 (1y) | ||
| Kate Marie Turner | Registered representative | Aug 2025 (1y) | ||
| Naomi Carole Littenberg | Registered representative | Aug 2025 (1y) | ||
| Jason P Zubiel | Registered representative | Sep 2025 (1y) | ||
| Hudson Gordon Bartlett | Registered representative | Sep 2025 (1y) | ||
| Raleigh Erwin | Registered representative | Sep 2025 (1y) | ||
| Reece D Jumonville | Registered representative | Sep 2025 (1y) | ||
| Ben Dickens Richards | Registered representative | Sep 2025 (1y) | ||
| Emma Britt | Registered representative | Oct 2025 (1y) | ||
| Katherine Emma Clark | Registered representative | Oct 2025 (1y) | ||
| Quinn Alexander Mcgorry | Registered representative | Oct 2025 (1y) | ||
| Jack Beiter | Registered representative | Oct 2025 (1y) | ||
| Alexander David Mcleod | Registered representative | Nov 2025 (1y) | ||
| Jayden Lucian | Registered representative | Nov 2025 (1y) | ||
| Robert Valashinas | Registered representative | Nov 2025 (1y) | ||
| Thatcher Dowdy | Registered representative | Nov 2025 (1y) | ||
| Aaron Omoaregba Otenaike | Registered representative | CFA | Nov 2025 (1y) | |
| Cameron Elias Luke | Registered representative | Nov 2025 (1y) | ||
| Catherine Grace Deibel | Registered representative | Nov 2025 (1y) | ||
| Isabel Haring Naumann | Registered representative | Nov 2025 (1y) | ||
| Todd L Leszczynski | Registered representative | Nov 2025 (1y) | ||
| Vinay Ramdev | Registered representative | Nov 2025 (1y) | ||
| Madeline Parker Meyer | Registered representative | Jan 2026 (1y) | ||
| Alvin Patrick Jiang | Registered representative | Feb 2026 (0y) | ||
| Maddie Hiskey | Registered representative | Feb 2026 (0y) | ||
| Aditya Prakash Kini | Registered representative | Feb 2026 (0y) | ||
| Thomas Daniel Grochala | Registered representative | Feb 2026 (0y) | ||
| Ryan Hirokazu Char | Registered representative | CFP | Feb 2026 (0y) | |
| Jake M Winner | Registered representative | Mar 2026 (0y) | ||
| Paul Andrew Lehman | Registered representative | CFA | Mar 2026 (0y) | |
| Colin Michael Rogers | Registered representative | Apr 2026 (0y) | ||
| Alexandra Faison | Registered representative | Apr 2026 (0y) | ||
| Stephen John Lange | Registered representative | May 2026 (0y) | ||
| Noah Allen | Registered representative | May 2026 (0y) | ||
| Timothy David Birch | Registered representative | Jun 2026 (0y) | ||
| Jack Moore | Registered representative | Jun 2026 (0y) | ||
| Nicole Fabulich | Registered representative | Jul 2026 (0y) | ||
| Anthony James Blessing | Registered representative | Jul 2026 (0y) | ||
| Arthur Vega | Registered representative | Jul 2026 (0y) | ||
| Ethan Kwon | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dimensional Holdings Llc | Limited Partner | Nov 2006 | A | 75% or more |
| Dimensional Holdings Inc. | General Partner | Nov 2006 | A | Less than 5% |
| Dimensional Holdings Inc. | Sole Member | Nov 2006 | B | ≈ 56.25% – 100% via Dimensional Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Booth, David, Gilbert: 25% – 50% of Dimensional Holdings Inc. × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Dimensional Holdings Inc.: 75% – 100% of Dimensional Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Small Cap Subtrust | Other Private Fund | $836M | $0 | 13 |
| The Small Cap Value Subtrust | Other Private Fund | $617M | $0 | 13 |
| The Micro Cap Subtrust | Other Private Fund | $129M | $0 | 3 |
| The Large Cap Value Subtrust | Other Private Fund | $58.9M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Division 1181 Atu Ny Employees Pension Fund And Plan | Board Of Trustees Of Division 1181 Atu Ny Employess Pension Fund And | 6,149 | $825M | 09/01/2024 |
| J.W. Pepper & Son, Inc. 401(k) Savings And Investment Plan | J.W. Pepper & Son, Inc. | 164 | $23.3M | 07/01/2024 |
| Painters And Allied Trades District Council No.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | 2,820 | $527M | 07/01/2024 |
| Painters And Allied Trades District Council No. 35 Pension Fund | Bd Of Trustees Pdc Pension Fund | 2,235 | $806M | 07/01/2024 |
| United Mine Workers Of America 1974 Pension Plan | Umwa 1974 Pension Trust Board Of Trustees | 64 | $3.8B | 07/01/2024 |
| Colonial Metals Company Retirement Income Plan | Columbia Reduction Company | 0 | $0 | 03/01/2024 |
| Chinburg Builders, Inc. 401(k) Profit Sharing Plan And Trust | Chinburg Builders, Inc. 401(k) Profit Sharing And Trust | 132 | $9.9M | 02/01/2024 |
| Barley Snyder Profit Sharing Plan | Barley Snyder Llp | 214 | $32.2M | 01/01/2024 |
| The Terminal Corporation Profit Sharing 401(k) And Trust | The Terminal Corporation | 12 | $6.9M | 01/01/2024 |
| Allesco Industries, Inc. 401(k) Profit Sharing Plan And Trust | Allesco Industries, Inc. | 120 | $6.1M | 01/01/2024 |
| Magic Memories Employee Retirement Plan | Magic Memories (Usa) Llc | 486 | $3.4M | 01/01/2024 |
| 403(b) Thrift Plan Of El Centro Del Barrio | El Centro Del Barrio | 765 | $37.5M | 01/01/2024 |
| In Situ, Inc. 401(k) Profit Sharing Plan | In Situ, Inc. | 189 | $20.2M | 01/01/2024 |
| Orchard Therapeutics 401(k) Plan | Orchard Therapeutics North America | 0 | $7.9K | 01/01/2024 |
| Microsoft Corporation Savings Plus 401 K Plan | Microsoft Corporation | 123,878 | $65.6B | 01/01/2024 |
| The Miller Clapperton Partnership, Inc. 401(k) Retirement Plan | The Miller Clapperton Partnership, Inc. | 146 | $7.7M | 01/01/2024 |
| Bear River Mutual Insurance Company Defined Benefit Plan | Bear River Mutual Insurance Company | 113 | $12.1M | 01/01/2024 |
| C Hit 401(k) | Chags Health Information Technology, Llc | 68 | $9.0M | 01/01/2024 |
| Morningstar Senior Living Retirement Plan | Morningstar Senior Management, Llc | 2,309 | $6.3M | 01/01/2024 |
| Blaze Pizza 401(k) Plan | Blaze Pizza Llc | 204 | $5.2M | 01/01/2024 |
| Consolidated Crane Company, Inc. 401(k) Plan | Consolidated Crane Company, Inc. | 114 | $6.0M | 01/01/2024 |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties, Inc. | 633 | $27.0M | 01/01/2024 |
| The Citigroup Pension Plan | Citigroup Inc. | 14,217 | $10.0B | 01/01/2024 |
| Detroit Free Press, Inc. Newspaper Guild Of Detroit Pension Plan | Joint Board Of Administration C/O Benesys | 76 | $97.3M | 01/01/2024 |
| Capital Blue Cross Employee Savings Plan | Capital Blue Cross | 2,240 | $508M | 01/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 2.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $18.0B (2% of AUM) Mar 2026
- BNY Mellon $11.0B (1% of AUM) Mar 2026
- Northern Trust $6.2B (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗