RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Dimensional Fund Advisors
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $52,491 |
| Year ending 12/31/2021 | $65,118 |
| Total DCIO funds | 149 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | U.S. Targeted Value Portfolio - Institutional Class |
| Fund assets | $6,060 |
| Portfolio manager | Team |
| First Year Managing Fund | Since Inception |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 97% |
| Collective investment trusts | 1% |
| Separate accounts | 2% |
| Equity | 79% |
| Hybrid/Multi-Asset | 9% |
| Stable value/Money market | 0% |
| Fixed-Income | 12% |
| % Active Management | 98% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 0 |
| Salespeople focused on DC specialist financial advisers | 10 |
| Salespeople focused on institutional | 13 |
| Compliance support | No |
| Access to ERISA Counsel | Yes |
| Conferences for advisers | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Investment committee meetings | Yes |
| Target-date evaluation tools | No |
| Training for DC plan sales/service | Yes |
| # RECORDKEEPING PARTNERS | 50 |