Firm profile

DIMENSIONAL FUND ADVISORS LP

AUSTIN, TXCRD 106482Latest ADV March 24, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEODavid P. Butler
CEOGerard K. O'reilly
CCOSelwyn J. Notelovitz

Advisory services offered

4 types reported
Portfolio management for businesses
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.

Latest AUM$1.0T
Total Accounts2,319
10Y AUM Change+$513.5B (+101.3%)

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%)

* 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.