DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Dimensional Fund Advisors, LP
unclassified
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
3 allocators
- Regions Financial Corporation Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Regions Financial Corporation Retirement Plan for Associates Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ceridian Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
94 rows, $8.1M direct compensation as filed
What changed
- Dimensional Fund Advisors, LP no longer appears on The Revlon-Uaw Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePension Plan for Hourly Employees of Southern Indiana Gas & Electric CompanyDimensional Fund Advisors, LP no longer appears on Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors Inc. no longer appears on ADT Pension Plan for US Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHospital Central Services Cooperative, Inc. Pension PlanDimensional Fund Advisors LP no longer appears on Hospital Central Services Cooperative, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors, LP no longer appears on Intermountain Healthcare Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceVectren Corporation Combined Non-Bargaining Retirement PlanDimensional Fund Advisors, LP no longer appears on Vectren Corporation Combined Non-Bargaining Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors LP no longer appears on General Dynamics Retirement Plan (mission Systems)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors no longer appears on Ceridian Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGeneral Dynamics Retirement Plan (electric Boat and Mission Systems)Dimensional Fund Advisers LP no longer appears on General Dynamics Retirement Plan (electric Boat and Mission Systems)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors LP no longer appears on General Dynamics Retirement Plan (land Systems)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors LP no longer appears on General Dynamics Retirement Plan (bath Iron Works)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors LP no longer appears on General Dynamics Retirement Plan (commercial)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimentional Fund Advisors LP no longer appears on General Dynamics Land Systems Pension Agreement's Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors LP no longer appears on General Dynamics Retirement Plan (government)'s Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dimensional Fund Advisors LP no longer appears on The Southern Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov