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RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

DIMENSIONAL FUND ADVISORS LTD

CRD 107472

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:677e532d-0763-0d2c-4b6a-7b27b102ef4f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Mar 24, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.97 institutional_share=0.03 related_bd=true related_bank=true bd_reps=1.0
Regulatory AUM: $365BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $365B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 162
Advisory employees: 64
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 106
Individual clients: 0
High net worth clients: 0
SEC number: 801-40136
CIK: 1463225
CRD: 107472
Filings on the tape: 43
First filed: Mar 30, 2012
Latest filed: Mar 24, 2026
Organised: Corporation
Website: dimensional.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOOTH, DAVID, GILBERT	Chairman	C	yes	02/2017	Mar 30, 2012	Mar 28, 2024
DIMENSIONAL FUND ADVISORS LP	Shareholder	E	yes	12/1990	Mar 30, 2012	Mar 28, 2024
DIMENSIONAL HOLDINGS INC.	GENERAL PARTNER	F	yes	11/2006	Mar 30, 2012	Mar 28, 2024
DIMENSIONAL HOLDINGS INC.	SOLE MEMBER	E	yes	11/2006	Mar 30, 2012	Mar 28, 2024
DIMENSIONAL HOLDINGS LLC	LIMITED PARTNER	E	yes	11/2006	Mar 30, 2012	Mar 28, 2024
LACAZE, NATHAN, ROBERT	CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR	Na	yes	07/2018	Jun 24, 2015	Mar 28, 2024
ROMIZA, JOHN, STEVEN	CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR	Na	yes	07/2018	Mar 31, 2014	Mar 28, 2024
Boyd, John, Daniel	DIRECTOR AND VICE PRESIDENT	Na	no	03/2022	Mar 31, 2022	Mar 28, 2024
GRZELAK, BERNARD, JAMES	CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT	Na	no	09/2020	Sep 29, 2020	Mar 28, 2024
NEWELL, CATHERINE, LEE	CHIEF LEGAL OFFICER, SECRETARY AND VICE PRESIDENT	Na	no	08/1996	Mar 30, 2012	Mar 28, 2024
NOTELOVITZ, SELWYN, JUSTIN	CHIEF COMPLIANCE OFFICER	Na	no	07/2020	Aug 6, 2020	Mar 28, 2024
O'DONOVAN, PAUL, CHRISTOPHER	HEAD OF EUROPEAN COMPLIANCE	Na	no	11/2014	Dec 10, 2014	Mar 28, 2024
PARRY, VICTORIA, ALICE	INDEPENDENT DIRECTOR	Na	no	09/2019	Oct 29, 2019	Mar 28, 2024
Surridge, John, Bernard	DIRECTOR AND VICE PRESIDENT	Na	no	02/2022	Mar 7, 2022	Mar 28, 2024
WOOD, PETER, ANTHONY MARK	INDEPENDENT DIRECTOR	Na	no	09/2019	Oct 29, 2019	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DIMENSIONAL FUND ADVISORS LP	n/a	Asset manager	$1020B	Y	yes	n/a
DFA AUSTRALIA LIMITED	n/a	Asset manager	$362B	N	yes	n/a
DFA SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
DIMENSIONAL FUND ADVISORS CANADA ULC	n/a	n/a	n/a	N	yes	n/a
DIMENSIONAL FUND ADVISORS PTE. LTD.	n/a	n/a	n/a	N	yes	n/a
DIMENSIONAL HONG KONG LIMITED	n/a	n/a	n/a	N	yes	n/a
DIMENSIONAL IRELAND LIMITED	n/a	n/a	n/a	N	yes	n/a
DIMENSIONAL JAPAN LTD.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$365B	$365B	162	64	0	n/a	n/a
2024	Mar 31, 2025	$276B	$276B	150	65	0	n/a	n/a
2023	Mar 28, 2024	$277B	$277B	149	60	0	n/a	n/a
2022	Mar 31, 2023	$248B	$248B	146	61	0	n/a	n/a
2021	Mar 31, 2022	$281B	$281B	130	58	0	n/a	n/a
2020	Mar 31, 2021	$244B	$244B	130	61	0	n/a	n/a
2019	Mar 30, 2020	$255B	$255B	141	71	2	n/a	n/a
2018	Mar 29, 2019	$220B	$220B	124	61	2	n/a	n/a
2017	Mar 29, 2018	$245B	$245B	132	74	2	n/a	n/a
2016	Mar 31, 2017	$185B	$185B	125	71	n/a	n/a	n/a
2015	Mar 29, 2016	$160B	$160B	120	69	n/a	n/a	n/a
2014	Mar 31, 2015	$135B	$135B	100	58	n/a	n/a	n/a
2013	Mar 31, 2014	$120B	$120B	90	48	n/a	n/a	n/a
2012	Apr 1, 2013	$73B	$73B	90	55	n/a	n/a	n/a
2011	Mar 30, 2012	$58B	$58B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$365B	$276B	32.1%	$248B	13.7%	162	150	0	0

Relationships

Affiliated with (5)

→ DIMENSIONAL FUND ADVISORS LPRegistered adviserother investment adviser, bank, control, common control
factForm ADV
→ DFA AUSTRALIA LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
← DIMENSIONAL FUND ADVISORS LPRegistered adviserother investment adviser, bank, control, common control
factForm ADV
← DFA AUSTRALIA LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
← DIMENSIONAL SMARTNEST (US) LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (5)

← BOOTH, DAVID, GILBERTOwnerCHAIRMAN, ownership code C, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← DIMENSIONAL FUND ADVISORS LPOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to Mar 28, 2024factForm ADV
← ROMIZA, JOHN, STEVENOwnerCO-CHIEF EXECUTIVE OFFICER AND DIRECTOR, ownership code NA, individual
Mar 31, 2014 to Mar 28, 2024factForm ADV
← LACAZE, NATHAN, ROBERTOwnerCO-CHIEF EXECUTIVE OFFICER AND DIRECTOR, ownership code NA, individual
Jun 24, 2015 to Mar 28, 2024factForm ADV
← DIMENSIONAL HOLDINGS INC.OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 30, 2012 to Mar 28, 2024factForm ADV

Owns (8)

← NOTELOVITZ, SELWYN, JUSTINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 6, 2020 to Mar 28, 2024factForm ADV
← NEWELL, CATHERINE, LEEOwnerCHIEF LEGAL OFFICER, SECRETARY AND VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← GRZELAK, BERNARD, JAMESOwnerCHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT, ownership code NA, individual
Sep 29, 2020 to Mar 28, 2024factForm ADV
← O'DONOVAN, PAUL, CHRISTOPHEROwnerHEAD OF EUROPEAN COMPLIANCE, ownership code NA, individual
Dec 10, 2014 to Mar 28, 2024factForm ADV
← WOOD, PETER, ANTHONY MARKOwnerINDEPENDENT DIRECTOR, ownership code NA, individual
Oct 29, 2019 to Mar 28, 2024factForm ADV
← PARRY, VICTORIA, ALICEOwnerINDEPENDENT DIRECTOR, ownership code NA, individual
Oct 29, 2019 to Mar 28, 2024factForm ADV
← Boyd, John, DanielOwnerDIRECTOR AND VICE PRESIDENT, ownership code NA, individual
Mar 31, 2022 to Mar 28, 2024factForm ADV
← Surridge, John, BernardOwnerDIRECTOR AND VICE PRESIDENT, ownership code NA, individual
Mar 7, 2022 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Dimensional Fund Advisors Ltd reported RAUM $364.7B, up 32% from $276.1B (2025-03-31 to 2026-03-24)
Form ADVobserved 5 days ago
$88.6B
Occurred
Mar 29, 2018
Regulatory AUM changed
Dimensional Fund Advisors Ltd reported RAUM $245.4B, up 32% from $185.4B (2017-09-28 to 2018-03-29)
Form ADVobserved 5 days ago
$60.0B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:677e532d-0763-0d2c-4b6a-7b27b102ef4f
First observed: Mar 30, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DIMENSIONAL FUND ADVISORS LTD

CRD 107472

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:677e532d-0763-0d2c-4b6a-7b27b102ef4f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOOTH, DAVID, GILBERT

Chairman

yes

02/2017

Mar 30, 2012

Mar 28, 2024

DIMENSIONAL FUND ADVISORS LP

Shareholder

yes

12/1990

Mar 30, 2012

Mar 28, 2024

DIMENSIONAL HOLDINGS INC.

GENERAL PARTNER

yes

11/2006

Mar 30, 2012

Mar 28, 2024

DIMENSIONAL HOLDINGS INC.

SOLE MEMBER

yes

11/2006

Mar 30, 2012

Mar 28, 2024

DIMENSIONAL HOLDINGS LLC

LIMITED PARTNER

yes

11/2006

Mar 30, 2012

Mar 28, 2024

LACAZE, NATHAN, ROBERT

CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR

yes

07/2018

Jun 24, 2015

Mar 28, 2024

ROMIZA, JOHN, STEVEN

CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR

yes

07/2018

Mar 31, 2014

Mar 28, 2024

Boyd, John, Daniel

DIRECTOR AND VICE PRESIDENT

03/2022

Mar 31, 2022

Mar 28, 2024

GRZELAK, BERNARD, JAMES

CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT

09/2020

Sep 29, 2020

Mar 28, 2024

NEWELL, CATHERINE, LEE

CHIEF LEGAL OFFICER, SECRETARY AND VICE PRESIDENT

08/1996

Mar 30, 2012

Mar 28, 2024

NOTELOVITZ, SELWYN, JUSTIN

CHIEF COMPLIANCE OFFICER

07/2020

Aug 6, 2020

Mar 28, 2024

O'DONOVAN, PAUL, CHRISTOPHER

HEAD OF EUROPEAN COMPLIANCE

11/2014

Dec 10, 2014

Mar 28, 2024

PARRY, VICTORIA, ALICE

INDEPENDENT DIRECTOR

09/2019

Oct 29, 2019

Mar 28, 2024

Surridge, John, Bernard

DIRECTOR AND VICE PRESIDENT

02/2022

Mar 7, 2022

Mar 28, 2024

WOOD, PETER, ANTHONY MARK

INDEPENDENT DIRECTOR

09/2019

Oct 29, 2019

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DIMENSIONAL FUND ADVISORS LP

n/a

Asset manager

$1020B

yes

n/a

DFA AUSTRALIA LIMITED

n/a

Asset manager

$362B

yes

n/a

DFA SECURITIES LLC

n/a

yes

n/a

DIMENSIONAL FUND ADVISORS CANADA ULC

n/a

yes

n/a

DIMENSIONAL FUND ADVISORS PTE. LTD.

n/a

yes

n/a

DIMENSIONAL HONG KONG LIMITED

n/a

yes

n/a

DIMENSIONAL IRELAND LIMITED

n/a

yes

n/a

DIMENSIONAL JAPAN LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$365B

162

n/a

2024

Mar 31, 2025

$276B

150

n/a

2023

Mar 28, 2024

$277B

149

n/a

2022

Mar 31, 2023

$248B

146

n/a

2021

Mar 31, 2022

$281B

130

n/a

2020

Mar 31, 2021

$244B

130

n/a

2019

Mar 30, 2020

$255B

141

n/a

2018

Mar 29, 2019

$220B

124

n/a

2017

Mar 29, 2018

$245B

132

n/a

2016

Mar 31, 2017

$185B

125

n/a

2015

Mar 29, 2016

$160B

120

n/a

2014

Mar 31, 2015

$135B

100

n/a

2013

Mar 31, 2014

$120B

n/a

2012

Apr 1, 2013

$73B

n/a

2011

Mar 30, 2012

$58B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$365B

$276B

32.1%

$248B

13.7%

162

150