DFX Intelligence
Dimensional Fund Advisors, LP
unclassified
unclassified
91 more Schedule C rows and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
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
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Paccar Inc Retirement Plan | 2025 | 28 50 51 | INVESTMENT MANAGER | $212,526 |
| The Citigroup Pension Plan | 2024 | 28 50 51 | NONE | $571,861 |
| The Bank of America Pension Plan | 2024 | 28 50 51 | NONE | $270,820 |
+91 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.