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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 $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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