DIMENSIONAL FUND ADVISORS LTD

RIASEC RegisteredEst. 1991

Total AUM

$365B

Discretionary

$365B

100% of AUM

Avg account

$3.4B

Accounts

106

Employees

162

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 107472
Registered since: November 6, 1991
Website: eu.dimensional.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Fixed Fees, Other
Client types: Investment Companies95.34%
State / Municipal Government2.7%
Pooled Investment Vehicles1.18%
Sovereign Wealth Funds0.44%
Corporations / Businesses0.35%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dimensional Fund Advisors Ltd is a corporation focused on institutional portfolio management for investment companies, pooled investment vehicles and institutional clients. The firm, registered since 1991, runs strategies that emphasize equity exposure across public markets and incorporates ESG considerations into its approach. Its business mix includes activity as a commodity pool operator or commodity trading advisor, and it operates with fixed and other fee arrangements tailored to institutional mandates. The firm’s investor profile is largely institutional — managing investment programs for funds, pooled vehicles and businesses rather than retail households — and it participates in multi-product portfolio management rather than single-client wealth advisory. Custody relationships with large institutional custodians reflect its scale and institutional orientation.