Dimensional Fund Advisors LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 24, 2026, reports $1.0T in regulatory assets under management, 1,168 employees, 2 offices, and 2,319 accounts.
Assets Under Management
$1.0T
Employees
1,168
Offices
2 offices
Total Clients
2,311
Primary office
AUSTIN, TX
6300 BEE CAVE ROAD, BUILDING ONE, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.2% of total clients.
Top client categories% of clientsClients
1
HNWI
82.2%
1,900
2
Investment Cos.
8.6%
198
3
Pooled Investment Vehicles
6.3%
146
4
Government
1.4%
32
5
Pension Plans
0.7%
17
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Tas of March 24, 2026
Discretionary100.0%
$1.0T
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0T
Total Accounts2,319
10Y AUM Change+$513.5B (+101.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,168
Clients per Employee2:1
10Y Employee Change+394 (+50.9%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.