Dimensional Fund Advisors Ltd
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
FINTRXOverview
Dimensional Fund Advisors Ltd is a corporation operating as an institutional registered investment adviser. Registered with the SEC in 1991, the firm focuses on institutional clients and acts primarily as a portfolio manager for investment companies, pooled investment vehicles, and businesses or institutions. Its fee arrangements include fixed fees and other structures. The firm is identified as an active ESG investor and also lists CPO/CTA activity among its business lines. Dimensional maintains industry relationships beyond advisory work, including affiliations with broker-dealers and other investment adviser roles.
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 Equities96%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
John Romiza
Co-ceoCRD 4230867
Nathan Lacaze
Co-ceoCRD 6510455

Selwyn Notelovitz
Global Chief Compliance OfficerCRD 2886676
Contacts
3 of 6
Catherine Newell
Adviser, General Counsel, DirectorCRD 2890628
Paul O'donovan
Head of ComplianceCRD 6132684

Victoria Parry
Independent DirectorCRD 7191672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 20 Triton St
- Office locations
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