RESEARCH |
2024
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Dimensional Fund Advisors
| Total DCIO Assets (US only) ($MM) | |
|---|---|
| Year ending 12/31/2023 | $59,805 |
| Year ending 12/31/2022 | $52,006 |
| Total DCIO funds | 88 |
| Number of TDF series | 1 |
| Largest Stand-Alone DCIO Fund ($MM) | |
|---|---|
| Fund name | U.S. Targeted Value Portfolio - Institutional Class |
| Fund assets | $7,269 |
| Portfolio manager | Portfolio Management Team |
| First year managing fund | Since Inception |
| DCIO Asset Breakdown, by investment vehicle (does not include “other” categories) | |
|---|---|
| Mutual funds | 97% |
| Collective investment trusts | 1% |
| Separate accounts | 2% |
| DCIO Asset Breakdown, by asset type (does not include “other” categories) | |
|---|---|
| Alternatives | 0% |
| Fixed income | 11% |
| Hybrid/Multi-Asset | 9% |
| International/Global equity | 29% |
| Money market | 0% |
| Stable value | 0% |
| U.S. equity | 51% |
| DCIO Asset Breakdown, by style (does not include “other” categories) | |
|---|---|
| Active management | 98% |
| Passive management | 2% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | Not Reported |
| Salespeople focused on DC specialist financial advisers | 6 |
| Salespeople focused on institutional | 14 |
| 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 |
| Checkmark = Yes; X = No |