Data / Investment advisers / Texas / Dimensional Fund Advisors LP
Dimensional Fund Advisors LP, Austin, TX: $1 trillion AUM, SEC registered investment adviser
Dimensional Fund Advisors LP is an SEC registered investment adviser with its main office in Austin, Texas and reports $1 trillion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include investment companies, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 106482
- SEC file number
- 801-16283
- SEC status
- Approved, effective August 26, 1981
- Main office
- 6300 Bee Cave Road Building One, Austin, TX 78746
- Phone
- (512) 306-7400
- Website
- dimensional.com
- Regulatory AUM
- $1,020,359,585,441 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $1,020,359,585,441
- Accounts
- 2,319
- Employees
- 1,168, of which 367 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 5 other private funds
- Gross assets of private funds
- $5,790,618,898
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 198 | $799.10 billion |
| Pooled investment vehicles | 146 | $174.14 billion |
| State or municipal government entities | 32 | $18.86 billion |
| Sovereign wealth funds and foreign official institutions | 11 | $14.92 billion |
| High net worth individuals | 1,900 | $6.52 billion |
| Corporations or other businesses | 7 | $2.63 billion |
| Pension and profit sharing plans | 17 | $2.54 billion |
| Charitable organizations | Fewer than 5 | $715.4 million |
| Insurance companies | Fewer than 5 | $181.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.02 trillion | March 24, 2026 |
| December 1, 2025 | $835.71 billion | March 31, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | Austin | $79.80 billion | Not listed | adviserinfo.sec.gov |
| Sali Fund Services | Austin | $45.99 billion | 240 | adviserinfo.sec.gov |
| Sage Advisory Services LTD Co | Austin | $28.43 billion | Not listed | adviserinfo.sec.gov |
| The Palisades Group, LLC | Austin | $27.78 billion | 4 | adviserinfo.sec.gov |
| Precision Fiduciary Partners, LLC | Austin | $24.08 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with Over $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Dimensional Fund Advisors LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.