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
Schedule C rows
94 rows, $8.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Paccar Inc Retirement Plan202528 50 51INVESTMENT MANAGER$212,526
The Citigroup Pension Plan202428 50 51NONE$571,861
The Bank of America Pension Plan202428 50 51NONE$270,820
Paccar Inc Retirement Plan202428 50 51INVESTMENT MANAGER$202,232
Pepsico, Inc. Employees Retirement Plan H202451 68NONE$202,159
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan202451NONE$189,264
Pepsico Employees Retirement Plan I202451 68NONE$159,701
Legacy Plan of the National Retirement Fund202451NONE$158,212
Division 1181 Atu - NY Employees Pension Fund and Plan202428 51NONE$123,849
Centerpoint Energy Retirement Plan202428 51NONE$59,000
Pension Fund of Local No. One of I. a. T. S. E.202428 51NONE$48,334
Western Unite Here and Employers Pension Fund202428 51NONE$41,974
Regions Financial Corporation Retirement Plan for Associates202427 28 51INVESTMENT ADVISOR$37,805
Regions Financial Corporation Retirement Plan202427 28 51INVESTMENT MANAGER$36,713
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan202428 51NONE$22,365
Revlon Employees' Retirement Plan202428 50 51NONE$15,358
United Mine Workers of America 1974 Pension Plan202428 50 52NONE$12,623
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202428 51NONE$5,000
Bear River Mutual Insurance Company Defined Benefit Plan202428NONE
Colonial Metals Company Retirement Income Plan202428 52NONE
Painters and Allied Trades District Council No. 35 Pension Fund202428 52NONE
Snow Shoe Refractories, LLC Pension Plan for Hourly Employees202428 52NONE
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan202428 52NONE
The Citigroup Pension Plan202328 50 51NONE$535,418
Paccar Inc Retirement Plan202328 50 51INVESTMENT MANAGER$173,349
Southern Nevada Culinary and Bartenders Pension Plan202328 51NONE$170,541
The Bank of America Pension Plan202328 50 51NONE$161,808
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan202351NONE$160,622
Pepsico, Inc. Employees Retirement Plan H202351 68NONE$140,757
Pepsico Employees Retirement Plan I202351 68NONE$129,222
Division 1181 Atu - NY Employees Pension Fund and Plan202328 51NONE$120,451
Legacy Plan of the National Retirement Fund202351NONE$97,646
Centerpoint Energy Retirement Plan202328NONE$82,000
Hanford Multi-Employer Pension Plan202328NONE$73,476
United Mine Workers of America 1974 Pension Plan202328 50 51NONE$63,550
Regions Financial Corporation Retirement Plan202327 28 51INVESTMENT MANAGER$44,782
Regions Financial Corporation Retirement Plan for Associates202327 28 51INVESTMENT ADVISOR$44,304
Pension Fund of Local No. One of I. a. T. S. E.202328 51NONE$43,409
Retail Food Employers & Ufcw Local 711 Pension202328 51NONE$23,708
Revlon Employees' Retirement Plan202328 50 51NONE$23,621
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan202328 51NONE$13,136
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202328NONE$7,000
The Revlon-Uaw Pension Plan202328 50 51NONE$5,461
ADT Pension Plan for US Employees202328NONE$5,367
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company202328 51INVESTMENT MANAGER$5,000
Vectren Corporation Combined Non-Bargaining Retirement Plan202328NONE$5,000
Hospital Central Services Cooperative, Inc. Pension Plan202328 52NONE
Bear River Mutual Insurance Company Defined Benefit Plan202328NONE
Snow Shoe Refractories, LLC Pension Plan for Hourly Employees202328 52NONE
Colonial Metals Company Retirement Income Plan202328 52NONE
Intermountain Healthcare Pension Plan202328 52NONE
Painters and Allied Trades District Council No. 35 Pension Fund202328 52NONE
The Citigroup Pension Plan202228 50 51 68NONE$524,248
The Southern Company Pension Plan202228 51NONE$397,382
General Dynamics Retirement Plan (government)202228 50 51 52INVESTMENT MANAGER$230,575
Paccar Inc Retirement Plan202228 50 51INVESTMENT MANAGER$220,378
Southern Nevada Culinary and Bartenders Pension Plan202228 51NONE$190,251
Pepsico, Inc. Employees Retirement Plan H202251 68NONE$178,558
Centerpoint Energy Retirement Plan202228NONE$166,000
Legacy Plan of the National Retirement Fund202251NONE$165,498
Pepsico Employees Retirement Plan I202251 68NONE$165,486
General Dynamics Retirement Plan (electric Boat and Mission Systems)202228 50 51 52INVESTMENT MANAGER$155,414
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan202251NONE$147,745
Division 1181 Atu - NY Employees Pension Fund and Plan202228 51NONE$144,335
General Dynamics Retirement Plan (mission Systems)202228 50 51 52INVESTMENT MANAGER$129,628
General Dynamics Retirement Plan (commercial)202228 50 51 52INVESTMENT MANAGER$112,587
The Bank of America Pension Plan202228 50 51NONE$104,817
Hanford Multi-Employer Pension Plan202228NONE$99,938
Regions Financial Corporation Retirement Plan202227 28 51INVESTMENT MANAGER$63,012
Regions Financial Corporation Retirement Plan for Associates202227 28 51INVESTMENT ADVISOR$59,974
United Mine Workers of America 1974 Pension Plan202228 50 51NONE$54,875
Pension Fund of Local No. One of I. a. T. S. E.202228 51NONE$42,353
Revlon Employees' Retirement Plan202228 50 51NONE$35,762
General Dynamics Retirement Plan (land Systems)202228 50 51 52INVESTMENT MANAGER$33,757
General Dynamics Retirement Plan (bath Iron Works)202228 50 51 52INVESTMENT MANAGER$28,529
Retail Food Employers & Ufcw Local 711 Pension202228NONE$22,316
Pepsico Employees Retirement Plan a202251 68NONE$20,994
General Dynamics Land Systems Pension Agreement202228 50 51 52INVESTMENT MANAGER$16,953
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan202228 51NONE$15,352
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202228NONE$12,000
Ceridian Retirement Plan202227INVESTMENT MGMT$11,758
The Revlon-Uaw Pension Plan202228 50 51NONE$10,891
Vectren Corporation Combined Non-Bargaining Retirement Plan202228NONE$10,000
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company202228 51INVESTMENT MANAGER$7,000
ADT Pension Plan for US Employees202228NONE$5,940
Bear River Mutual Insurance Company Defined Benefit Plan202228NONE
Snow Shoe Refractories, LLC Pension Plan for Hourly Employees202228 52NONE
Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees202252INVESTMENT PROVIDER
Pension Plan of Children and Adult Disability and Educational Services202228 52NONE
Intermountain Healthcare Pension Plan202228 52NONE
Painters and Allied Trades District Council No. 35 Pension Fund202228 52NONE
Colonial Metals Company Retirement Income Plan202228 52NONE
Hospital Central Services Cooperative, Inc. Pension Plan202228 52NONE
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan202228 52NONE
What changed