{
  "crd_number": 106482,
  "slug": "dimensional-fund-advisors-lp-austin-tx-106482",
  "primary_business_name": "DIMENSIONAL FUND ADVISORS LP",
  "legal_name": "DIMENSIONAL FUND ADVISORS LP",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1981-08-26",
  "years_registered": 45,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1020359585441.0,
  "raum_discretionary": 1020359585441.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 1168,
  "advisory_employees": 367,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 741138895.0,
      "count": null,
      "description": "PRIVATE INVESTMENT TRUST",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 715417254.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 18856623090.0,
      "count": 32
    },
    "insurance_companies": {
      "raum": 181285473.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 799099640324.0,
      "count": 198
    },
    "pension_profit_sharing": {
      "raum": 2544943291.0,
      "count": 17
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 6520671399.0,
      "count": 1900
    },
    "pooled_investment_vehicles": {
      "raum": 174143388868.0,
      "count": 146
    },
    "corporations_other_businesses": {
      "raum": 2632925578.0,
      "count": 7
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 14923551269.0,
      "count": 11
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://dimensional.com/us-en/financial-professionals",
    "https://dimensional.com/us-en/individual",
    "https://facebook.com/Dimensional-395350673851993",
    "https://facebook.com/staycalminvesting",
    "https://instagram.com/staycalminvesting",
    "https://linkedin.com/company/dimensional-fund-advisors",
    "https://staycalminvesting.com",
    "https://tuneoutthenoisefilm.com",
    "https://twitter.com/dimensional",
    "https://youtube.com/channel/UCcd9t53faf29RPenKlKLa5A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106482",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/dimensional-fund-advisors-lp-austin-tx-106482",
  "display_name": "Dimensional Fund Advisors LP",
  "summary": "Dimensional Fund Advisors LP is an SEC-registered investment advisory firm in Austin, TX, registered since 1981, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Dimensional Fund Advisors LP (CRD 106482): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Dimensional Fund Advisors LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dimensional Fund Advisors LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Dimensional Fund Advisors LP located?",
      "a": "Dimensional Fund Advisors LP's principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Dimensional Fund Advisors LP registered with the SEC or a state?",
      "a": "Dimensional Fund Advisors LP is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 106482."
    },
    {
      "q": "How much does Dimensional Fund Advisors LP manage?",
      "a": "Dimensional Fund Advisors LP reports $1,020,359,585,441 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dimensional Fund Advisors LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dimensional Fund Advisors LP: Regulatory assets under management: $650,659,683,759 in the October 2021 data and $1,020,359,585,441 in the October 2026 data, up 57%. Total employees: 1,074 in October 2021 and 1,168 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dimensional Fund Advisors LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,900); investment companies (198); pooled investment vehicles (other than investment companies and business development companies) (146)."
    },
    {
      "q": "Which custodians does Dimensional Fund Advisors LP use?",
      "a": "Dimensional Fund Advisors LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company, The Bank of New York Mellon and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dimensional Fund Advisors LP report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106482"
    },
    {
      "q": "What changed in Dimensional Fund Advisors LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 372 to 367. Regulatory assets under management went from $835,713,261,770 to $1,020,359,585,441 (+22%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 650659683759.0,
      "total_employees": 1074,
      "filing_date": "2021-09-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 743326749818.0,
      "total_employees": 1037,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 652741971627.0,
      "total_employees": 1096,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 749622475396.0,
      "total_employees": 1166,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 835713261770.0,
      "total_employees": 1135,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1020359585441.0,
      "total_employees": 1168,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 372 to 367.",
        "Regulatory assets under management went from $835,713,261,770 to $1,020,359,585,441 (+22%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dimensional-fund-advisors-lp-austin-tx-106482.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1900,
      "fewer_than_5": false,
      "raum": 6520671399.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 198,
      "fewer_than_5": false,
      "raum": 799099640324.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 146,
      "fewer_than_5": false,
      "raum": 174143388868.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 2544943291.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 715417254.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 18856623090.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 181285473.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 11,
      "fewer_than_5": false,
      "raum": 14923551269.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2632925578.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 741138895.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106482",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}