DIMENSIONAL FUND ADVISORS LP

6300 Bee Cave Road
Building One
Austin, Texas 78746
Tel: 512-306-7400

About DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS LP, formally registered with the SEC as DIMENSIONAL FUND ADVISORS LP. The firm was established in 08/26/1981. They have over 3 offices throughout the country.

DIMENSIONAL FUND ADVISORS LP is a Austin, Texas based Financial Planning firm with nearly $749,622,475,396 assets under management, offering retirement planning & investment advisory services to 1153 clients. The firm is staffed with 1166 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106482
SEC#	801-16283
Assets Managed by Firm	$749,622,475,396
No. of Clients	1153
No. of Advisors	1166

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1153	$749,622,475,396
High net worth individuals	758	$4,233,186,070
Pension and profit sharing plans	11	$2,025,881,380
Charitable organizations	5	$635,804,259
Other investment advisers	Fewer than 5 clients	$44,379,153
Corporations or other businesses	Fewer than 5 clients	$312,823,063

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