AdvisorRanked
95
Clean

DIMENSIONAL FUND ADVISORS LP

6300 BEE CAVE ROAD, AUSTIN, TX 78746
Fiduciaryfee-onlySEC Registered
512-306-7400 www.dimensional.com/us-en/individual CRD #106482
$1020.4B
Assets Managed
367
Clients
1168
Employees
45
Years Active
since 1981

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46105. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 45 years.

Firm Details

Legal NameDIMENSIONAL FUND ADVISORS LP
CRD Number#106482
SEC RegisteredYes
Registration Date1981-08-26
States RegisteredTX
Assets Under Management$1020.4B
Number of Clients367
Employees1168
Compensation Typefee-only
Last ADV Filing46105

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Frequently Asked Questions

Is DIMENSIONAL FUND ADVISORS LP a fiduciary?

Yes. DIMENSIONAL FUND ADVISORS LP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does DIMENSIONAL FUND ADVISORS LP charge clients?

DIMENSIONAL FUND ADVISORS LP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does DIMENSIONAL FUND ADVISORS LP have any complaints?

No. DIMENSIONAL FUND ADVISORS LP has zero complaints or disciplinary actions on file with the SEC or FINRA across 45 years of operation.

How does DIMENSIONAL FUND ADVISORS LP compare to other advisors in AUSTIN?

DIMENSIONAL FUND ADVISORS LP has a Red Flag Score of 95/100. There are 174 registered advisory firms in AUSTIN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46105. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.