SourcingSourcing

DIMENSIONAL FUND ADVISORS LP

C43
CRD 106482·SEC 801-16283·AUSTIN, TX
AUM
$1020.36B
$1B+
Est. Revenue
$10.20B
@ 1% on AUM
Est. EBITDA
$3.06B
@ 30% margin
Est. Deal Value
$24.49B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIMENSIONAL FUND ADVISORS LP
CRD
106482
SEC file #
801-16283
EIN
800620933
DBA names
—

Economics

AUM
$1020.36B
AUM band
$1B+
AUM trajectory
'20'26
$569.31B → $1020.36B▲ +79%
Client mix
Individuals High Net Worth1,900
Investment Companies198
Pooled Investment Vehicles146
State Or Municipal Govt32
Pension Profit Sharing Plans17

Operations

Employees (total)
1,168
Advisory staff (per ADV)
367
Advisory staff (5-yr trend)
'20'26
353 advisors → 367 advisors▲ +4%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
dimensional.com/us-en/individual

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIMENSIONAL HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
DIMENSIONAL HOLDINGS LLC
BOOTH, DAVID, GILBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DIMENSIONAL.COM
Rdap Domain Creation Date
1995-04-24T04:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
43
Form 5500 Total Compensation
4,334,717
Form 5500 Compensation Trajectory 3y
20254,151,084
2026183,633
Form 5500 Plan Count Trajectory 3y
202538
20265
Schedule C Total Compensation
4,334,717
Schedule C Service Provider Rows
43

SEC EDGAR

Edgar Cik
0001633901
Edgar Registered
Yes
Edgar Filing Count
47
Edgar First Filing Date
2015-02-17
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001633901-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
State Street40
E*trade4
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
450 WEST 33RD STREET, FL 11NEW YORK, NY 10001
Business
450 WEST 33RD STREET, FL 11NEW YORK, NY 10001
Edgar EIN
800620933
Edgar Recent Filings
13F-HR2026-05-14 · 0001633901-26-000003
13F-HR2026-02-12 · 0001633901-26-000002
Fee Schedule
Bracket I91
Bracket Ix4
Bracket Iii3
Bracket Vi2
Bracket Xi1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-25T04:00:00Z
Rdap Domain Last Changed
2026-03-27T04:17:26Z
Rdap Nameservers
Malavika.ns.cloudflare.comTodd.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (56)

56
BUTLER, DAVID, PAUL
IAR · Executive Officer · 2.5%
2305298
DAVID GILBERT BOOTH
Executive Officer · 2.5%
1031000
GERARD KIERAN O'REILLY
Executive Officer · 2.5%
4982644
BERNARD JAMES GRZELAK
Executive Officer · 2.5%
4285750
CATHERINE LEE NEWELL
Executive Officer · 2.5%
2890628
SELWYN JUSTIN NOTELOVITZ
Executive Officer · 2.5%
2886676
SAVINA BOJIDAROVA RIZOVA
Executive Officer · 2.5%
6013757
ANDREW KENNETH KEIPER
IAR
4454982
JOHNATHON KIRK DEKINDER
IAR
4228378
JILLIAN ELIZABETH HEFNER
IAR
7515321
RYAN COOPER
IAR
4662501
JED STEVEN FOGDALL
IAR
5036425
ERIK TERRY TOTTEN
IAR
5301917
RANDON SCOTT BROWN
IAR
6409925
MARLENA IRIS LEE
IAR
5600503
MATTHEW COOPER
IAR
5401294
JOSEPH FREDRICK HOHN
IAR
6306871
TRAVIS AARON MELDAU
IAR
6373543
ALTHEA KEEGAN TREVOR
IAR
5635610
BRIAN JAMES WALSH
IAR
2322041
JOEL HARRIS HEFNER
IAR
2209440
WESTON JEFFERS WELLINGTON
IAR
808231
LEIGHTON TODD ERSKINE
IAR
3261900
MARK RAYMOND GOCHNOUR
IAR
3136505
JOSEPH FRANK KOLERICH
IAR
4532264
EDWARD ROWLEY SIMPSON
IAR
4632417
GARY EDWARD GUSTOVICH
IAR
5622771
HUNT MACDONALD CAIRNS
IAR
5595245
CHRISTOPHER WILLIAM CUMMINS
IAR
5972341
LAUREN ELIZABETH OLSON
IAR
6486874
DANIEL ARTHUR ESSMAN
IAR
5983766
DAVID JOHN SULLIVAN
IAR
2697368
JOSEPH W KILEY
IAR
8040711
BRYCE DAMON SKAFF
IAR
4132565
MARK WESSLING
IAR
7547182
CYNTHIA TERENCE LIU
IAR
7637381
CORY THOMAS RIEDBERGER
IAR
4450187
STANLEY WILKES BLACK
IAR
5931926
MANDY LIN SOLIN
IAR
6242028
GRIFFIN SANFORD WATKINS
IAR
6076069
DOUGLAS MACKENSIE HEAD
IAR
6886068
ALYSON MELINDA MCDONALD
IAR
4408407
KYLE THOMPSON
IAR
7027118
COURTNEY ELIZABETH SCOTT
IAR
6814618
MICHAEL ROBERT CORNISH
IAR
7627120
EDWARD ANDREW FOLEY
IAR
3255375
ASHLEY ELIZABETH LIDDELL
IAR
5799428
DANIEL AUSTIN CROWLEY
IAR
7070262
CAROLINE ROSE DOTTER
IAR
7300161
DANIEL RICHARD KING
IAR
5469867
JOSHUA MARTIN LANG
IAR
6960482
JOHN EDMUNDS WILSON
IAR
6143737
CHASE ROBERT KINGSLEY
IAR
6436920
ALAN ROSS HUTCHISON
IAR
6391535
JOSEPH STUHR
IAR
6686396
SOFI KISS
IAR
6716679