# Dimensional Fund Advisors Ltd

> Dimensional Fund Advisors Ltd is an SEC-registered investment advisory firm in London, United Kingdom, registered since 1991, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 107472
- Filed as: DIMENSIONAL FUND ADVISORS LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107472
- AdvisorCensus page: https://advisorcensus.com/firm/dimensional-fund-advisors-ltd-london-107472

## Quick answers

**How is Dimensional Fund Advisors Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Dimensional Fund Advisors Ltd reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dimensional Fund Advisors Ltd located?**
Dimensional Fund Advisors Ltd's principal office is in London, United Kingdom, according to its Form ADV.

**Is Dimensional Fund Advisors Ltd registered with the SEC or a state?**
Dimensional Fund Advisors Ltd is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107472.

**How much does Dimensional Fund Advisors Ltd manage?**
Dimensional Fund Advisors Ltd reports $364,729,421,912 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Dimensional Fund Advisors Ltd's assets and staff changed since 2021?**
In the Form ADV data for Dimensional Fund Advisors Ltd: Regulatory assets under management: $243,893,882,464 in the October 2021 data and $364,729,421,912 in the October 2026 data, up 50%. Total employees: 130 in October 2021 and 162 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dimensional Fund Advisors Ltd serve?**
By number of clients on Form ADV Item 5.D: investment companies (77); state or municipal government entities (including government pension plans) (19); pooled investment vehicles (other than investment companies and business development companies) (4).

**Which custodians does Dimensional Fund Advisors Ltd use?**
Dimensional Fund Advisors Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust, State Street Bank and Trust Company and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

**Does Dimensional Fund Advisors Ltd report any disciplinary disclosures?**
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/107472

**What changed in Dimensional Fund Advisors Ltd's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 65 to 64. Regulatory assets under management went from $276,109,980,542 to $364,729,421,912 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- State Street Bank and Trust Company
- The Bank of New York Mellon

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.

### Regulatory assets under management (Item 5.F)
- Total: $364,729,421,912
- Discretionary: $364,729,421,912
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 77 | $347,725,621,092 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $4,297,144,484 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | 19 | $9,840,208,492 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $1,598,651,232 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,267,796,612 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1991 (34 years)
- Employees: 162 total, 64 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107472

### Websites listed on Form ADV (Item 1.I)
- dimensional.com/gb-en/financial-professionals
- dimensional.com/gb-en/individual
- LinkedIn @dimensional-fund-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,893,882,464 | 130 | March 31, 2021 |
| October 2022 | $280,624,644,467 | 130 | March 31, 2022 |
| October 2023 | $248,142,388,714 | 146 | March 31, 2023 |
| October 2024 | $276,988,532,209 | 149 | March 28, 2024 |
| October 2025 | $276,109,980,542 | 150 | March 31, 2025 |
| October 2026 | $364,729,421,912 | 162 | March 24, 2026 |

Regulatory assets under management: $243,893,882,464 in the October 2021 data and $364,729,421,912 in the October 2026 data, up 50%.
Total employees: 130 in October 2021 and 162 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 65 to 64.
- Regulatory assets under management went from $276,109,980,542 to $364,729,421,912 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dimensional Fund Advisors Ltd (CRD 107472): Form ADV filing data as of October 2026.