| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Small Cap Subtrust | Other Private | $803.7M | — |
| The Small Cap Value Subtrust | Other Private | $585.3M | — |
| The Micro Cap Subtrust | Other Private | $123M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard James Grzelak | Chief Financial Officer, Treasurer & Vice President | Under 5% | 2020 |
| Catherine Lee Newell | Executive Vice President, Chief Legal Officer & Secretary | Under 5% | 2017 |
| David Gilbert Booth Control | Chairman | Under 5% | 2017 |
Dimensional Fund Advisors LP reports $83.6 million in regulatory assets under management on its Form ADV.
Dimensional Fund Advisors LP manages 4 private funds with combined gross assets of $1.6 billion.
Dimensional Fund Advisors LP reports 1,135 employees.
Dimensional Fund Advisors LP is based in Austin, TX and has been SEC-registered since 1981.
Dimensional Fund Advisors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6300 Bee Cave Road, Building One, Austin, TX 78746 |
| Phone | 512-306-7400 |
| Fax | 512-306-7499 |
| Office hours | 6:30 a.m. To 5:00 p.m. (Central Time) |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 354204 |
| Discloses disciplinary history | Yes |
| Discretionary | $83.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $83.6M |