Dimensional Fund Advisors
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served111+2 YoYRank #174 of mapped providers
Assets under administration$134.6B0.2%Market share · rank #98
Fees received$4MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+823 won · 15 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Dimensional Fund Advisors plan look like?
Service mix · median fees per plan
Count of plans where Dimensional Fund Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 101 | $0 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 4 | $174,483 | |
Investment management fees paid directly by plan; Investment management; Investment advisory (plan)Code 27 | 3 | $36,713 | |
Redemption fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Other investment fees and expenses; Investment advisory (participants); Participant loan processingCode 15 | 1 | $0 | |
Shareholder servicing feesCode 59 | 1 | $0 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of Dimensional Fund Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Dimensional Fund Advisors.
| Sponsor | From | Assets |
|---|---|---|
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.MI · 475435846-004 | (new plan) | $43M |
EL CENTRO DEL BARRIOTX · 741787031-001 | RT Jones Capital Equities Management Inc | $37M |
KLARNA, INC.OH · 990365994-001 | AB Global Funds | $32M |
CASE & ASSOCIATES PROPERTIES, INC.OK · 731180117-001 | Transamerica | $27M |
POLYMER TECHNOLOGY SYSTEMS, INC.IN · 351895358-001 | T. Rowe Price | $26M |
BLOWER-DEMPSAY CORPORATIONCA · 330208548-001 | Pioneer Funds Distributors, Inc. | $24M |
IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOMEIL · 370673512-003 | Ascensus | $15M |
FOODA, INC.IL · 900722900-001 | DFA Funds | $14M |
DAVIS TOOL, INC.OR · 930774431-001 | T. Rowe Price | $12M |
HUDSON COUNTY MOTORS, INC.NJ · 221421211-001 | (new plan) | $9M |
Plans lost in 2024
Appeared last year under Dimensional Fund Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
BMO FINANCIAL CORP.IL · 510275712-001 | Empower | $4.5B |
VECTREN CORPORATIONIN · 352086905-001 | Alight | $77M |
REVLON CONSUMER PRODUCTS LLCNY · 133662953-065 | Aon | $55M |
ADT LLCFL · 454343781-001 | Aon | $51M |
THOMAS JEFFERSON FOUNDATION, INCVA · 540505959-002 | BDO | $25M |
HIGH COUNTRY BEVERAGE CORPORATIONCO · 841341843-001 | LPL Financial | $17M |
HOSPITAL CENTRAL SERVICES COOPERATIVE, INC.PA · 231709244-001 | BlackRock | $12M |
LOVEPOP INC.MA · 474120763-001 | (new plan) | $2M |
TRADITION MANAGEMENT, LLCTX · 800211352-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $1M | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $270,820 | 10y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $571,861 | 7y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $159,701 | 10y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $202,159 | 4y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $41,974 | 1y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $0 | 10y | - |
DISCOVER FINANCIAL SERVICESIL · 362517428-003 | $3.2B | 27,261 | $1,124 | 9y | - |
PACCAR INCWA · 910351110-001 | $2.7B | 18,129 | $202,232 | 9y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $158,212 | 10y | - |
Flag exposure
83.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into Dimensional Fund Advisors.
- BROAD STREET CAPITAL AFVISORS, LLC
- BROADBRIDGE MATRIX TRUST COMPANY
- BROADCORT CAPITAL CORP
- BROADCORT CAPITAL CORP FIXED INCOME
- DIMENIONAL FUND ADVISORS
- DIMENSIONAL
- DIMENSIONAL FUND
- DIMENSIONAL FUND ADVIORS
- DIMENSIONAL FUND ADVISERS
- DIMENSIONAL FUND ADVISERS LP
- DIMENSIONAL FUND ADVISORS
- DIMENSIONAL FUND ADVISORS INC.
- DIMENSIONAL FUND ADVISORS LP
- DIMENSIONAL FUND ADVISORS, LP
- DIMENSIONAL FUNDS
- DIMENSIONAL FUNDS ADVISORS
- DIMENSIONAL FUNDS ADVISORS LP
- DIMENTIONAL FUND ADVISORS
- DIMENTIONAL FUND ADVISORS LP
- DIMENTIONAL FUND ADVISORS, LP
- DMENSIONAL FUND ADVISORS
- DMINENSIONAL FUND ADVISORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Dimensional Fund Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 2.70% | 7.76% | -5.06 pp |
| Fidelity bond gap | 7 | 6.31% | 26.94% | -20.63 pp |
| Late contributions | 23 | 20.72% | 1.71% | +19.01 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 20 | 18.02% | 1.76% | +16.26 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Dimensional Fund Advisors. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Dimensional Fund Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Schwabe, Williamson & Wyatt | 3 | 2.7% |
| Barlow Coughran Morales & Josephson | 2 | 1.8% |
| Feinberg Dumont & Brennan | 2 | 1.8% |
| Groom Law Group, Chartered | 2 | 1.8% |
| Kilpatrick Townsend & Stockton LLP | 2 | 1.8% |
| O'Reilly Grosso Gross & Jones PC | 2 | 1.8% |
| Proskauer Rose LLP | 2 | 1.8% |
| Thompson Coburn | 2 | 1.8% |
| Davis Wright Tremaine LLP | 1 | 0.9% |
| Hogan Lovells | 1 | 0.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).