DIMENSIONAL FUND ADVISORS LP

https://www.youtube.com/channel/UCcd9t53faf29RPenKlKLa5A • AUSTIN, TX • Investment Advisor How do I update this listing?

Also known as:

  • DIMENSIONAL FUND ADVISORS INC

Dimensional Fund Advisors is based out of Austin. Dimensional Fund Advisors is a large advisory firm with 463 clients and discretionary assets under management (AUM) of $636,627,401,726 (Form ADV from 2018-12-24). Their last reported 13F filing for Q4 2018 included $220,748,977,000 in managed 13F securities and a top 10 holdings concentration of 9.67%. Dimensional Fund Advisors's largest holding is Apple Inc with shares held of 16,497,030. Whalewisdom has at least 81 13F filings, and 9723 13G filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $220.749 Billion
  • Prior Market Value $262.711 Billion
  • New Purchases93 stocks
  • Additional Purchases2115 stocks
  • Sold out of70 stocks
  • Reduced holdings in1004 stocks
  • Top 10 Holdings % 9.67 %
  • Turnover % [1]:4.73%
  • Turnover Alt % [2]: 4.04 %
  • Time Held Top20:19.75 quarters
  • Time Held Top10:10.70 quarters
  • Time Held All:41.87 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.44%
Performance Last 4 Quarters: 2.83%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR/A (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
DFA Australia Ltd.
Dimensional Fund Advisors Ltd.
Dimensional Fund Advisors Pte. Ltd.

View Last Form Adv Compilation Report on Record

DIMENSIONAL FUND ADVISORS LP
Classified as Hedge Fund
6300 BEE CAVE ROAD BUILDING ONE
AUSTIN TX    78746
Country: United States
Business Phone: 512-306-7400
Fax: 512-306-7499
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 863
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 31,543,800,000
Total Number of Clients: 463
Amount of client funds and securities by related persons: 31,543,800,000
Total Number of clients from related persons: 33
Disclosures:
Data above was derived from SEC filings.

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DIMENSIONAL FUND ADVISORS LP

ownership team - last updated 2018-12-24
Name Title Start Date Direct/Indirect % Ownership
BOOTH, DAVID, GILBERT EXECUTIVE CHAIRMAN 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN, PRESIDENT, CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01
DIMENSIONAL SMARTNEST (US) LLC PRESIDENT direct 2010-09-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-02-01
DFA AUSTRALIA LIMITED EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN direct 1990-12-01 2001-02-28
DFA AUSTRALIA LTD CHAIRMAN & CEO direct 1994-07-01 2002-03-28
DIMENSIONAL FUND ADVISORS INC CHAIRMAN & CEO direct 1981-05-01 2002-05-15
DIMENSIONAL FUND ADVISORS LTD CIO & DIRECTOR direct 1990-12-01 2002-10-24
DFA AUSTRALIA LTD SHAREHOLDER indirect 1981-05-01 2003-03-31
DFA AUSTRALIA LTD DIRECTOR,CEO & CIO direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1981-05-01 2004-01-13
DFA AUSTRALIA LIMITED DIRECTOR,CEO & CIO direct 1994-08-01 2004-10-04
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1991-03-01 2006-03-23
DFA AUSTRALIA LIMITED SHAREHOLDER indirect 1994-08-01 2006-03-23
DIMENSIONAL FUND ADVISORS INC CHAIRMAN,CEO & CIO direct 1981-05-01 2006-09-13
DIMENSIONAL FUND ADVISORS INC PRESIDENT, CEO & CIO direct 1981-05-01 2007-02-28
DFA AUSTRALIA LIMITED DIRECTOR,PRESIDENT & CIO direct 1994-08-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP PRESIDENT & CEO direct 1981-05-01 2007-03-30
DFA AUSTRALIA LIMITED DIRECTOR & PRESIDENT direct 1994-08-01 2007-05-01
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO direct 1981-05-01 2009-03-18
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-03-18
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN AND PRESIDENT direct 2010-09-01 2012-03-30
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER direct 1981-05-01 2016-07-22
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01 2016-07-22
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-07-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-10-25
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-04-01 2017-03-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR direct 1990-12-01 2017-03-31
DFA AUSTRALIA LIMITED DIRECTOR direct 1994-08-01 2017-03-31
NEWELL, CATHERINE, LEE EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DFA AUSTRALIA LIMITED DIRECTOR, VICE PRESIDENT, SECRETARY & CHIEF LEGAL OFFICER direct 1996-08-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR, VICE PRESIDENT, SECRETARY & CHIEF LEGAL OFFICER direct 1996-08-01
DIMENSIONAL SMARTNEST (US) LLC VICE PRESIDENT AND SECRETARY direct 2010-09-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD VICE PRESIDENT direct 1996-08-01 2001-02-28
DFA AUSTRALIA LTD VICE PRESIDENT & SECRETARY direct 1996-08-01 2003-01-03
DIMENSIONAL FUND ADVISORS INC VICE PRESIDENT & SECRETARY direct 1996-08-01 2004-10-04
DFA AUSTRALIA LIMITED VICE PRESIDENT & ASSISTANT SECRETARY direct 1996-08-01 2007-05-01
DFA AUSTRALIA LIMITED DIRECTOR, VICE PRESIDENT & SECRETARY direct 1996-08-01 2008-10-24
DIMENSIONAL FUND ADVISORS INC VICE PRESIDENT & SECRETARY direct 2001-04-01 2009-01-08
DFA AUSTRALIA LIMITED DIRECTOR, CHIEF LEGAL OFFICER, VICE PRESIDENT & ASSISTANT SECRETARY direct 1996-08-01 2013-12-18
DFA AUSTRALIA LIMITED DIRECTOR, CHIEF LEGAL OFFICER, VICE PRESIDENT & SECRETARY direct 1996-08-01 2015-08-11
DIMENSIONAL FUND ADVISORS LTD DIRECTOR, V.P. & SECRETARY direct 1996-08-01 2015-11-23
DIMENSIONAL FUND ADVISORS LP VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2001-04-01 2016-07-22
CROSSAN, CHRISTOPHER, SCOTT GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 09/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS INC GLOBAL CCO, CCO, VP direct 2004-09-01
DIMENSIONAL FUND ADVISORS LP GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER, VP direct 2004-09-01
DIMENSIONAL FUND ADVISORS LP GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2004-09-01
DIMENSIONAL FUND ADVISORS INC GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANE OFFICER, VP direct 2004-09-01
DIMENSIONAL FUND ADVISORS LTD GLOBAL CHIEF COMPLIANCE OFFICER direct 2004-10-01
DIMENSIONAL FUND ADVISORS LTD GLOBAL CCO direct 2004-10-01
DFA AUSTRALIA LIMITED GLOBAL CHIEF COMPLIANCE OFFICER direct 2004-10-01
DIMENSIONAL SMARTNEST (US) LLC VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER direct 2010-09-01
DIMENSIONAL HOLDINGS INC. GENERAL PARTNER 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP SOLE MEMBER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LP LIMITED PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LP GENERAL PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LTD LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED SOLE MEMBER indirect 2006-11-01
DFA AUSTRALIA LTD SHAREHOLDER direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER direct 1990-12-01 2008-05-19
DFA AUSTRALIA LIMITED SHAREHOLDER direct 1994-08-01 2008-10-24
DIMENSIONAL HOLDINGS LLC LIMITED PARTNER 11/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP SOLE MEMBER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LP LIMITED PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LP GENERAL PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LTD LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED SOLE MEMBER indirect 2006-11-01
DFA AUSTRALIA LTD SHAREHOLDER direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER direct 1990-12-01 2008-05-19
DFA AUSTRALIA LIMITED SHAREHOLDER direct 1994-08-01 2008-10-24
O'REILLY, GERARD, KIERAN CO-CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP CO-CHIEF INVESTMENT OFFICER & VICE PRESIDENT direct 2014-04-01
DIMENSIONAL FUND ADVISORS LP CO-CHIEF INVESTMENT OFFICER & EXECUTIVE VICE PRESIDENT direct 2017-02-01
DIMENSIONAL FUND ADVISORS LP CO-CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2017-09-01
DFA AUSTRALIA LIMITED CO-CHIEF INVESTMENT OFFICER AND VICE PRESIDENT direct 2014-04-01
DFA AUSTRALIA LIMITED CHIEF INVESTMENT OFFICER AND VICE PRESIDENT direct 2017-09-01
HINKLE, GREGORY, KEITH CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP INTERIM CHIEF FINANCIAL OFFICER, INTERIM TREASURER, VICE PRESIDENT AND CONTROLLER direct 2016-04-01
DIMENSIONAL FUND ADVISORS LP CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT direct 2016-07-01
DIMENSIONAL FUND ADVISORS LTD VICE PRESIDENT, INTERIM CHIEF FINANCIAL OFFICER AND INTERIM TREASURER direct 2016-04-01
DIMENSIONAL FUND ADVISORS LTD CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT direct 2016-07-01
DFA AUSTRALIA LIMITED VICE PRESIDENT, INTERIM CHIEF FINANCIAL OFFICER AND INTERIM TREASURER direct 2016-04-01
DFA AUSTRALIA LIMITED VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER direct 2016-07-01
BUTLER, DAVID, PAUL CO-CHIEF EXECUTIVE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP CO-CHIEF EXECUTIVE OFFICER direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR direct 2017-07-01
DFA AUSTRALIA LIMITED DIRECTOR direct 2017-07-01
BOOTH, DAVID, GILBERT EXECUTIVE CHAIRMAN DIMENSIONAL HOLDINGS INC. 02/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN, PRESIDENT, CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01
DIMENSIONAL SMARTNEST (US) LLC PRESIDENT direct 2010-09-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-02-01
DFA AUSTRALIA LIMITED EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN direct 1990-12-01 2001-02-28
DFA AUSTRALIA LTD CHAIRMAN & CEO direct 1994-07-01 2002-03-28
DIMENSIONAL FUND ADVISORS INC CHAIRMAN & CEO direct 1981-05-01 2002-05-15
DIMENSIONAL FUND ADVISORS LTD CIO & DIRECTOR direct 1990-12-01 2002-10-24
DFA AUSTRALIA LTD SHAREHOLDER indirect 1981-05-01 2003-03-31
DFA AUSTRALIA LTD DIRECTOR,CEO & CIO direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1981-05-01 2004-01-13
DFA AUSTRALIA LIMITED DIRECTOR,CEO & CIO direct 1994-08-01 2004-10-04
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1991-03-01 2006-03-23
DFA AUSTRALIA LIMITED SHAREHOLDER indirect 1994-08-01 2006-03-23
DIMENSIONAL FUND ADVISORS INC CHAIRMAN,CEO & CIO direct 1981-05-01 2006-09-13
DIMENSIONAL FUND ADVISORS INC PRESIDENT, CEO & CIO direct 1981-05-01 2007-02-28
DFA AUSTRALIA LIMITED DIRECTOR,PRESIDENT & CIO direct 1994-08-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP PRESIDENT & CEO direct 1981-05-01 2007-03-30
DFA AUSTRALIA LIMITED DIRECTOR & PRESIDENT direct 1994-08-01 2007-05-01
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO direct 1981-05-01 2009-03-18
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-03-18
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN AND PRESIDENT direct 2010-09-01 2012-03-30
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER direct 1981-05-01 2016-07-22
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01 2016-07-22
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-07-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-10-25
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-04-01 2017-03-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR direct 1990-12-01 2017-03-31
DFA AUSTRALIA LIMITED DIRECTOR direct 1994-08-01 2017-03-31
DIMENSIONAL HOLDINGS INC. SOLE MEMBER DIMENSIONAL HOLDINGS LLC 11/01/2006 Indirect 75% or more
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP SOLE MEMBER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LP LIMITED PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LP GENERAL PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LTD LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED SOLE MEMBER indirect 2006-11-01
DFA AUSTRALIA LTD SHAREHOLDER direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER direct 1990-12-01 2008-05-19
DFA AUSTRALIA LIMITED SHAREHOLDER direct 1994-08-01 2008-10-24

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE SMALL CAP VALUE SUBTRUST United States 805-7226133158 Other Private Fund SUBTRUST OF A GROUP TRUST 2,813,772,390 0
THE LARGE CAP VALUE SUBTRUST United States 805-6791109297 Other Private Fund SUBTRUST OF A GROUP TRUST 100,818,843 0
THE MICRO CAP SUBTRUST United States 805-7990274097 Other Private Fund SUBTRUST OF A GROUP TRUST 671,346,168 0
DIMENSIONAL CAYMAN COMMODITY FUND I LTD. Cayman Islands 805-1883035260 Hedge Fund 449,445,899 0
THE SMALL CAP SUBTRUST United States 805-1930246818 Other Private Fund SUBTRUST OF A GROUP TRUST 2,529,727,324 0

DIMENSIONAL FUND ADVISORS LP

ownership team - last updated 2018-04-04
Name Title Start Date Direct/Indirect % Ownership
BOOTH, DAVID, GILBERT EXECUTIVE CHAIRMAN 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN, PRESIDENT, CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01
DIMENSIONAL SMARTNEST (US) LLC PRESIDENT direct 2010-09-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-02-01
DFA AUSTRALIA LIMITED EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN direct 1990-12-01 2001-02-28
DFA AUSTRALIA LTD CHAIRMAN & CEO direct 1994-07-01 2002-03-28
DIMENSIONAL FUND ADVISORS INC CHAIRMAN & CEO direct 1981-05-01 2002-05-15
DIMENSIONAL FUND ADVISORS LTD CIO & DIRECTOR direct 1990-12-01 2002-10-24
DFA AUSTRALIA LTD SHAREHOLDER indirect 1981-05-01 2003-03-31
DFA AUSTRALIA LTD DIRECTOR,CEO & CIO direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1981-05-01 2004-01-13
DFA AUSTRALIA LIMITED DIRECTOR,CEO & CIO direct 1994-08-01 2004-10-04
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1991-03-01 2006-03-23
DFA AUSTRALIA LIMITED SHAREHOLDER indirect 1994-08-01 2006-03-23
DIMENSIONAL FUND ADVISORS INC CHAIRMAN,CEO & CIO direct 1981-05-01 2006-09-13
DIMENSIONAL FUND ADVISORS INC PRESIDENT, CEO & CIO direct 1981-05-01 2007-02-28
DFA AUSTRALIA LIMITED DIRECTOR,PRESIDENT & CIO direct 1994-08-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP PRESIDENT & CEO direct 1981-05-01 2007-03-30
DFA AUSTRALIA LIMITED DIRECTOR & PRESIDENT direct 1994-08-01 2007-05-01
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO direct 1981-05-01 2009-03-18
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-03-18
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN AND PRESIDENT direct 2010-09-01 2012-03-30
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER direct 1981-05-01 2016-07-22
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01 2016-07-22
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-07-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-10-25
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-04-01 2017-03-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR direct 1990-12-01 2017-03-31
DFA AUSTRALIA LIMITED DIRECTOR direct 1994-08-01 2017-03-31
NEWELL, CATHERINE, LEE EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DFA AUSTRALIA LIMITED DIRECTOR, VICE PRESIDENT, SECRETARY & CHIEF LEGAL OFFICER direct 1996-08-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR, VICE PRESIDENT, SECRETARY & CHIEF LEGAL OFFICER direct 1996-08-01
DIMENSIONAL SMARTNEST (US) LLC VICE PRESIDENT AND SECRETARY direct 2010-09-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD VICE PRESIDENT direct 1996-08-01 2001-02-28
DFA AUSTRALIA LTD VICE PRESIDENT & SECRETARY direct 1996-08-01 2003-01-03
DIMENSIONAL FUND ADVISORS INC VICE PRESIDENT & SECRETARY direct 1996-08-01 2004-10-04
DFA AUSTRALIA LIMITED VICE PRESIDENT & ASSISTANT SECRETARY direct 1996-08-01 2007-05-01
DFA AUSTRALIA LIMITED DIRECTOR, VICE PRESIDENT & SECRETARY direct 1996-08-01 2008-10-24
DIMENSIONAL FUND ADVISORS INC VICE PRESIDENT & SECRETARY direct 2001-04-01 2009-01-08
DFA AUSTRALIA LIMITED DIRECTOR, CHIEF LEGAL OFFICER, VICE PRESIDENT & ASSISTANT SECRETARY direct 1996-08-01 2013-12-18
DFA AUSTRALIA LIMITED DIRECTOR, CHIEF LEGAL OFFICER, VICE PRESIDENT & SECRETARY direct 1996-08-01 2015-08-11
DIMENSIONAL FUND ADVISORS LTD DIRECTOR, V.P. & SECRETARY direct 1996-08-01 2015-11-23
DIMENSIONAL FUND ADVISORS LP VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2001-04-01 2016-07-22
CROSSAN, CHRISTOPHER, SCOTT GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 09/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS INC GLOBAL CCO, CCO, VP direct 2004-09-01
DIMENSIONAL FUND ADVISORS LP GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER, VP direct 2004-09-01
DIMENSIONAL FUND ADVISORS LP GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2004-09-01
DIMENSIONAL FUND ADVISORS INC GLOBAL CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANE OFFICER, VP direct 2004-09-01
DIMENSIONAL FUND ADVISORS LTD GLOBAL CHIEF COMPLIANCE OFFICER direct 2004-10-01
DIMENSIONAL FUND ADVISORS LTD GLOBAL CCO direct 2004-10-01
DFA AUSTRALIA LIMITED GLOBAL CHIEF COMPLIANCE OFFICER direct 2004-10-01
DIMENSIONAL SMARTNEST (US) LLC VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER direct 2010-09-01
DIMENSIONAL HOLDINGS INC. GENERAL PARTNER 11/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP SOLE MEMBER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LP LIMITED PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LP GENERAL PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LTD LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED SOLE MEMBER indirect 2006-11-01
DFA AUSTRALIA LTD SHAREHOLDER direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER direct 1990-12-01 2008-05-19
DFA AUSTRALIA LIMITED SHAREHOLDER direct 1994-08-01 2008-10-24
DIMENSIONAL HOLDINGS LLC LIMITED PARTNER 11/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP SOLE MEMBER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LP LIMITED PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LP GENERAL PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LTD LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED SOLE MEMBER indirect 2006-11-01
DFA AUSTRALIA LTD SHAREHOLDER direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER direct 1990-12-01 2008-05-19
DFA AUSTRALIA LIMITED SHAREHOLDER direct 1994-08-01 2008-10-24
O'REILLY, GERARD, KIERAN CO-CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP CO-CHIEF INVESTMENT OFFICER & VICE PRESIDENT direct 2014-04-01
DIMENSIONAL FUND ADVISORS LP CO-CHIEF INVESTMENT OFFICER & EXECUTIVE VICE PRESIDENT direct 2017-02-01
DIMENSIONAL FUND ADVISORS LP CO-CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2017-09-01
DFA AUSTRALIA LIMITED CO-CHIEF INVESTMENT OFFICER AND VICE PRESIDENT direct 2014-04-01
DFA AUSTRALIA LIMITED CHIEF INVESTMENT OFFICER AND VICE PRESIDENT direct 2017-09-01
GILLILAND, MICHAEL, SAM CHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP CHIEF OPERATING OFFICER direct 2016-02-01
DIMENSIONAL FUND ADVISORS LP CHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENT direct 2017-02-01
DFA AUSTRALIA LIMITED DIRECTOR direct 2016-10-01
HINKLE, GREGORY, KEITH CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP INTERIM CHIEF FINANCIAL OFFICER, INTERIM TREASURER, VICE PRESIDENT AND CONTROLLER direct 2016-04-01
DIMENSIONAL FUND ADVISORS LP CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT direct 2016-07-01
DIMENSIONAL FUND ADVISORS LTD VICE PRESIDENT, INTERIM CHIEF FINANCIAL OFFICER AND INTERIM TREASURER direct 2016-04-01
DIMENSIONAL FUND ADVISORS LTD CHIEF FINANCIAL OFFICER, TREASURER AND VICE PRESIDENT direct 2016-07-01
DFA AUSTRALIA LIMITED VICE PRESIDENT, INTERIM CHIEF FINANCIAL OFFICER AND INTERIM TREASURER direct 2016-04-01
DFA AUSTRALIA LIMITED VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER direct 2016-07-01
BUTLER, DAVID, PAUL CO-CHIEF EXECUTIVE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP CO-CHIEF EXECUTIVE OFFICER direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR direct 2017-07-01
DFA AUSTRALIA LIMITED DIRECTOR direct 2017-07-01
BOOTH, DAVID, GILBERT EXECUTIVE CHAIRMAN DIMENSIONAL HOLDINGS INC. 02/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN, PRESIDENT, CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01
DIMENSIONAL SMARTNEST (US) LLC PRESIDENT direct 2010-09-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LP EXECUTIVE CHAIRMAN direct 2017-02-01
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-02-01
DFA AUSTRALIA LIMITED EXECUTIVE CHAIRMAN indirect 2017-02-01
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN direct 1990-12-01 2001-02-28
DFA AUSTRALIA LTD CHAIRMAN & CEO direct 1994-07-01 2002-03-28
DIMENSIONAL FUND ADVISORS INC CHAIRMAN & CEO direct 1981-05-01 2002-05-15
DIMENSIONAL FUND ADVISORS LTD CIO & DIRECTOR direct 1990-12-01 2002-10-24
DFA AUSTRALIA LTD SHAREHOLDER indirect 1981-05-01 2003-03-31
DFA AUSTRALIA LTD DIRECTOR,CEO & CIO direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1981-05-01 2004-01-13
DFA AUSTRALIA LIMITED DIRECTOR,CEO & CIO direct 1994-08-01 2004-10-04
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER indirect 1991-03-01 2006-03-23
DFA AUSTRALIA LIMITED SHAREHOLDER indirect 1994-08-01 2006-03-23
DIMENSIONAL FUND ADVISORS INC CHAIRMAN,CEO & CIO direct 1981-05-01 2006-09-13
DIMENSIONAL FUND ADVISORS INC PRESIDENT, CEO & CIO direct 1981-05-01 2007-02-28
DFA AUSTRALIA LIMITED DIRECTOR,PRESIDENT & CIO direct 1994-08-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT, CEO & CIO indirect 2006-10-01 2007-02-28
DIMENSIONAL FUND ADVISORS LP PRESIDENT & CEO direct 1981-05-01 2007-03-30
DFA AUSTRALIA LIMITED DIRECTOR & PRESIDENT direct 1994-08-01 2007-05-01
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO direct 1981-05-01 2009-03-18
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-03-18
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CEO indirect 2006-10-01 2009-10-09
DIMENSIONAL SMARTNEST (US) LLC CHAIRMAN AND PRESIDENT direct 2010-09-01 2012-03-30
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER direct 1981-05-01 2016-07-22
DIMENSIONAL FUND ADVISORS LP CHAIRMAN, PRESIDENT & CO-CHIEF EXECUTIVE OFFICER indirect 2006-10-01 2016-07-22
DIMENSIONAL FUND ADVISORS LTD CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-07-28
DFA AUSTRALIA LIMITED CHAIRMAN, PRESIDENT & CO-CEO indirect 2006-10-01 2016-10-25
DIMENSIONAL FUND ADVISORS LTD EXECUTIVE CHAIRMAN indirect 2017-04-01 2017-03-01
DIMENSIONAL FUND ADVISORS LTD DIRECTOR direct 1990-12-01 2017-03-31
DFA AUSTRALIA LIMITED DIRECTOR direct 1994-08-01 2017-03-31
DIMENSIONAL HOLDINGS INC. SOLE MEMBER DIMENSIONAL HOLDINGS LLC 11/01/2006 Indirect 75% or more
Fund Name Position direct/indirect start date end date
DIMENSIONAL FUND ADVISORS LP SOLE MEMBER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LP LIMITED PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LP GENERAL PARTNER direct 2006-11-01
DIMENSIONAL FUND ADVISORS LTD LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL FUND ADVISORS LTD SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC GENERAL PARTNER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC SOLE MEMBER indirect 2006-11-01
DIMENSIONAL SMARTNEST (US) LLC LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED LIMITED PARTNER indirect 2006-11-01
DFA AUSTRALIA LIMITED SOLE MEMBER indirect 2006-11-01
DFA AUSTRALIA LTD SHAREHOLDER direct 1994-07-01 2003-03-31
DIMENSIONAL FUND ADVISORS LTD SHAREHOLDER direct 1990-12-01 2008-05-19
DFA AUSTRALIA LIMITED SHAREHOLDER direct 1994-08-01 2008-10-24

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE SMALL CAP VALUE SUBTRUST United States 805-7226133158 Other Private Fund SUBTRUST OF A GROUP TRUST 2,813,772,390 0
THE LARGE CAP VALUE SUBTRUST United States 805-6791109297 Other Private Fund SUBTRUST OF A GROUP TRUST 100,818,843 0
THE MICRO CAP SUBTRUST United States 805-7990274097 Other Private Fund SUBTRUST OF A GROUP TRUST 671,346,168 0
DIMENSIONAL CAYMAN COMMODITY FUND I LTD. Cayman Islands 805-1883035260 Hedge Fund 449,445,899 0
THE SMALL CAP SUBTRUST United States 805-1930246818 Other Private Fund SUBTRUST OF A GROUP TRUST 2,529,727,324 0

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
DIMENSIONAL FUND ADVISORS LP Marston's PLC 2017-05-22 8,721,736 4.666%
DIMENSIONAL FUND ADVISORS LP Premier Oil plc ADR 2017-05-16 25,626,026 5.017%
DIMENSIONAL FUND ADVISORS LP BELLWAY 2017-03-23 6,150,766 5.009%
DIMENSIONAL FUND ADVISORS LP EI GROUP PLC ADR 2017-03-16 24,107,514 5.002%
DIMENSIONAL FUND ADVISORS LP BOVIS HOMES GROUP 2016-05-19 6,723,676 5.003%
DIMENSIONAL FUND ADVISORS LP Trinity Mirror plc Sponsored ADR 2015-06-08 12,843,108 4.983%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
DIMENSIONAL FUND ADVISORS LP Trinity Mirror plc Sponsored ADR 2015-06-05 12,886,699 5.001%
DIMENSIONAL FUND ADVISORS LP Marston's PLC 8,498,231 5.002%

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