RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Dimensional Fund Advisors
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | 54616* |
| Year ending 12/31/2019 | $61,341 |
| Total DCIO funds | 150 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | U.S. Targeted Value Portfolio - Institutional Class |
| DCIO Fund assets ($MM) | $5,118 |
| Portfolio manager | Team Management† |
| First Year Managing Fund | 2/23/2000 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 97% |
| Collective investment trusts | 0% |
| Separate accounts | 3% |
| Equity | 86% |
| Hybrid/Multi-Asset | 2% |
| Stable value/Money market | 0% |
| Fixed-Income | 12% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 6 |
| Salespeople focused on institutional | 1 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | NR |
|---|
| *The majority of the increase from 2019-2020 is due to changes in methodology for internal reporting of DCIO assets. †Dimensional manages assets using a process-driven, team approach. This allows for consistent implementation of the investment approach approved by the Investment Committee, which includes executives and senior members of the investment team and maintains oversight of all portfolios. The Global Head of Portfolio Management, a member of the Investment Committee, oversees the portfolio management teams across all geographic regions and asset classes. |