Dimensional Fund Advisors LP
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 106482
- Registered since
- August 26, 1981
- Website
- us.dimensional.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies78.32%
- Pooled Investment Vehicles17.07%
- State / Municipal Government1.85%
- Sovereign Wealth Funds1.46%
- HNWI0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dimensional Fund Advisors LP is a limited partnership that provides portfolio management across individual, pooled, and institutional clients. The firm operates as an active ESG investor and offers advisory services to individuals and small businesses, investment companies, pooled investment vehicles, and larger business or institutional clients. Its business footprint includes CPO/CTA activities, and it maintains industry relationships that include broker-dealer links and other investment-adviser affiliations. Fee arrangements include asset-based (percentage of AUM) and performance-related structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds4%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Trace Williams
Chief Investment Strategist, Vice PresidentCRD 6187516
Gerard O'reilly
Co-Chief Executive Officer, Chief Investment OfficerCRD 4982644
Selwyn Notelovitz
Global Chief Compliance OfficerCRD 2886676
Contacts
3 of 258
Matthew Raith
AssociateCRD 8023479
Brittanie Bailor
Senior AssociateCRD 7168426
Jayden Lucian
AnalystCRD 8138774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$2.8M in ETFs
0%
$0
0%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| US MICRO CAP PORTFOLIO (DFMC) | $1.5M | 25,000 | 53.68% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 6300 Bee Caves Rd
- Time zone
- CT (UTC-6)
- Office locations
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