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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 $652,741,971,627 assets under management, offering retirement planning & investment advisory services to 818 clients. The firm is staffed with 1096 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106482 |
| SEC# | 801-16283 |
| Assets Managed by Firm | $652,741,971,627 |
| No. of Clients | 818 |
| No. of Advisors | 1096 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 818 | $652,741,971,627 |
| High net worth individuals | 419 | $2,414,248,867 |
| Pension and profit sharing plans | 13 | $2,259,736,463 |
| Charitable organizations | 5 | $148,391,137 |
| Other investment advisers | Fewer than 5 clients | $51,791,491 |
| Corporations or other businesses | Fewer than 5 clients | $374,685,222 |
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