Dimensional Fund Advisors LP
Assets Under Management
$835.7B
Number of Clients
1,602
Number of Advisors
235
Average Client AUM
$521.7M
AUM per Advisor
$3.6B
Compensation
Fee-Only (AUM)
About This Firm
Dimensional manages equity and fixed income securities based on fundamental analysis, emphasizing long-term views and systematic focus on sources of expected returns and bond market risk/return. They manage investment funds, separate accounts, and trust vehicles, with investment objectives and guidelines that can be negotiated with clients. They also offer model portfolios to financial intermediaries.
Fee Structure
Dimensional's advisory fees vary based on client circumstances, investment strategies, account size, and other factors. The brochure provides fee ranges for general investment strategy categories. Fees and minimum account sizes are negotiable. Independent Financial Advisor Facilitated Separate Accounts have a maximum advisory fee of 0.29% per year, with a potential additional 0.10% Overlay Fee for rebalancing and tax management services (ending around April 1, 2025). Clients may incur brokerage commissions, custodial fees, and other transaction costs in addition to advisory fees.
Areas of Practice
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746