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Dimensional Fund Advisors

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/202054616*
Year ending 12/31/2019$61,341
Total DCIO funds150
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund nameU.S. Targeted Value Portfolio - Institutional Class
DCIO Fund assets ($MM)$5,118
Portfolio managerTeam Management
First Year Managing Fund2/23/2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds97%
Collective investment trusts0%
Separate accounts3%
Equity86%
Hybrid/Multi-Asset2%
Stable value/Money market0%
Fixed-Income12%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERSNR
*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.
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DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.