PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:53 AM ET

Sponsor Check › Sponsor group

D

Dimensional

One sponsor team, 9 deal companies · Dublin 1, Ireland (as filed: L2)

Grouped because: 15 shared people, 1 shared management entity, similar issuer names (9) · 9 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

9deal companies
$73.1Mreported sold
7investors
77Form D filings
2011–2022active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 21, 2022 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Dimensional is a sponsor group of 9 issuers that PartnerFacts links to one sponsor (shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names; automatic match from the filings), filing 77 Form D filings between Feb 2011 and Jan 2022.

What this means One team, 9 deal companies, about 11 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $73.1M to 7 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (9). Issuers are based in Ireland (as filed: L2) (9).

What this means $73.1M raised across the group, about $10.4M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Catherine Newell (9 issuers, director), Dermot S.L. Butler (9 issuers, director), Gerard O'Reilly (9 issuers, director), Gregory Hinkle (9 issuers, director), John Romiza (9 issuers, director) and 12 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jan 21, 2022.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: DIMENSIONAL FUND ADVISORS LTD; DIMENSIONAL FUND ADVISORS LP.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 77 public filings for Dimensional and found 10 differences, 1 worth asking the sponsor about: 52 people are no longer listed on a later amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Dimensional has not run yet — it is joining a line of 21,417 names; searches run around the clock at the hosts' allowed rate. Searched so far: 356 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: NV (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Dimensional..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

10 differences found between the filings for Dimensional — 1 worth asking about (compared the newest 50 of 77 filings on Oct 24, 2026; older filings not covered)

Note · Jul 14, 2017 – Jan 21, 2022

10 other issuers file from the same address — 9 member issuers (Dimensional Funds plc; Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income Fund; Dimensional Funds plc - World Allocation 60/40 Fund; …)

The address on file, 25/28 North Wall Quay, Dublin 1, Ireland (as filed: L2), is used by 19 issuers in our index across 1 sponsor group; 10 are outside this group. It is on our registered-agent / shared-office list (19 issuers in 11 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Dimensional Funds plc — PartnerFacts page ↗Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income Fund — PartnerFacts page ↗Dimensional Funds plc - World Allocation 60/40 Fund — PartnerFacts page ↗EDGAR filer page · Dimensional Funds plc ↗
Sources
Note · Jun 20, 2011 – Jul 9, 2021

No amendment in the last 12 months on an offering that may still be open — Dimensional Funds plc (latest filing Jul 9, 2021)

The latest filing for this offering is dated Jul 9, 2021 (first sale Jun 20, 2011). It reports $73,147,779 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jul 9, 2021 ↗Dimensional Funds plc — PartnerFacts page ↗
Sources
Worth asking · Jul 6, 2015 – Jan 22, 2021

52 people are no longer listed on a later amendment

Gregory Hinkle is no longer listed on the Jan 22, 2021 amendment — Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund · Gregory Hinkle is no longer listed on the Jan 14, 2021 amendment — Dimensional Funds plc - Global Core Fixed Income Fund · Dermot S.L. Butler is no longer listed on the Oct 16, 2020 amendment — Dimensional Funds plc - Japan Core Equity Fund · Gregory Hinkle is no longer listed on the Oct 16, 2020 amendment — Dimensional Funds plc - Japan Core Equity Fund · Dermot S.L. Butler is no longer listed on the Oct 9, 2020 amendment — Dimensional Funds plc - World Allocation 60/40 Fund · and 47 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jan 24, 2020 ↗Form D/A · Jan 22, 2021 ↗Gregory Hinkle — PartnerFacts page ↗Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund — PartnerFacts page ↗
Sources
Note · Jan 26, 2018 – Jan 25, 2019

Minimum investment changed between filings — Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund

The Jan 26, 2018 filing lists a minimum of $100,000; the Jan 25, 2019 Form D/A lists $200,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jan 26, 2018 ↗Form D/A (later) · Jan 25, 2019 ↗Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund — PartnerFacts page ↗
Sources
Note · Jul 6, 2017 – Jul 6, 2018

Minimum investment changed between filings — Dimensional Funds plc - Global Sustainability Core Equity Fund

The Jul 6, 2017 filing lists a minimum of $100,000; the Jul 6, 2018 Form D/A lists $200,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 6, 2017 ↗Form D/A (later) · Jul 6, 2018 ↗Dimensional Funds plc - Global Sustainability Core Equity Fund — PartnerFacts page ↗
Sources
Note · Feb 24, 2011 – Oct 9, 2020

4 people are written more than one way across the filings

John Romiza is written 2 different ways on the filings · Dermot S.L. Butler is written 3 different ways on the filings · Gregory Hinkle is written 2 different ways on the filings · Catherine Newell is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Jan 21, 2014 ↗Form D/A · Oct 9, 2020 ↗John Romiza — PartnerFacts page ↗Form D · Feb 24, 2011 ↗
Sources
Note · Feb 24, 2011 – Jul 15, 2011

Address moved from Dublin 2, Ireland (as filed: L2) to Dublin 1, Ireland (as filed: L2) — Dimensional Funds plc

The people listed on the Feb 24, 2011 filing give Dublin 2, Ireland (as filed: L2); on the Jul 15, 2011 filing they give Dublin 1, Ireland (as filed: L2). The address now on file (25/28 North Wall Quay, Dublin 1, Ireland (as filed: L2)) is a registered-agent or shared-office address used by 19 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D · Feb 24, 2011 ↗Form D/A · Jul 15, 2011 ↗Dimensional Funds plc — PartnerFacts page ↗
Sources
Note · Apr 13, 2011 – Jul 15, 2011

Address moved from Dublin 2, Ireland (as filed: L2) to Dublin 1, Ireland (as filed: L2) — Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income Fund

The people listed on the Apr 13, 2011 filing give Dublin 2, Ireland (as filed: L2); on the Jul 15, 2011 filing they give Dublin 1, Ireland (as filed: L2). The address now on file (25/28 North Wall Quay, Dublin 1, Ireland (as filed: L2)) is a registered-agent or shared-office address used by 19 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D · Apr 13, 2011 ↗Form D/A · Jul 15, 2011 ↗Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income Fund — PartnerFacts page ↗
Sources
Note · Jul 14, 2017 – Jan 21, 2022

9 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund · Address on file is a registered agent / shared office — Dimensional Funds plc - Global Core Fixed Income Fund · Address on file is a registered agent / shared office — Dimensional Funds plc - Japan Core Equity Fund · Address on file is a registered agent / shared office — Dimensional Funds plc - World Allocation 60/40 Fund · Address on file is a registered agent / shared office — Dimensional Funds plc · and 4 more

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D/A · Jan 21, 2022 ↗Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund — PartnerFacts page ↗Form D/A · Jan 14, 2022 ↗Dimensional Funds plc - Global Core Fixed Income Fund — PartnerFacts page ↗
Sources
Note · Oct 7, 2011 – Oct 8, 2021

Issuer used a different name before — Dimensional Funds plc - World Allocation 60/40 Fund

SEC records list prior names for this filer: Dimensional Funds plc - Multi-Factor Balanced Fund. The current name on file is "Dimensional Funds plc - World Allocation 60/40 Fund".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Dimensional Funds plc - World Allocation 60/40 Fund — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 77 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 9 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 21, 2022 D/A
Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fund
File 021-210392
$0$0$0
"Investment Manager (""IM"") will receive fees in respect to the Fund payable out of the assets of the Fund accruing daily and payable monthly in arrears at an annual percentage rate of the average daily Net Asset Value, excluding accrual of IM fees."
None listed on this filingEDGAR ↗
Jan 14, 2022 D/A
Dimensional Funds plc - Global Core Fixed Income Fund
File 021-330368
$0$0$0
"Investment Manager (""IM"") will receive fees in respect of the Fund payable out of the assets of the Fund accruing daily and payable monthly in arrears at an annual percentage rate of the average daily Net Asset Value, excluding accrual of IM fees."
None listed on this filingEDGAR ↗
Oct 15, 2021 D/A
Dimensional Funds plc - Japan Core Equity Fund
File 021-249643
$0$0$0
Investment Manager will receive fees in respect of each of the Funds payable out of the assets of the Funds accruing daily and payable monthly in arrears at an annual percentage rate of the average daily Net Asset Value excluding accrual of IM fees.
None listed on this filingEDGAR ↗
Oct 8, 2021 D/A
Dimensional Funds plc - World Allocation 60/40 Fund
File 021-166909
$0$0$0
Investment Manager will receive fees in respect of each of the Funds payable out of the assets of the Funds accruing daily and payable monthly in arrears at an annual percentage rate of the average daily Net Asset Value excluding accrual of IM fees.
None listed on this filingEDGAR ↗
Jul 9, 2021 D/A
Dimensional Funds plc
File 021-155815
$0$0$0
Investment Manager will receive fees in respect to each of the Funds payable out of the assets of the Funds accruing daily and payable monthly in arrears at an annual percentage rate, of the average daily Net Asset Value, excluding accrual of IM fees.
None listed on this filingEDGAR ↗
Jul 9, 2021 D/A
Dimensional Funds plc - Global Core Equity II Fund
File 021-243960
$0$0$0
The Investment Manager will receive fees in respect to each of the Funds payable out of the assets of the Funds accruing daily and payable monthly in arrears at an annual percentage rate, of the average daily Net Asset Value, excluding accrual of IM fees.
None listed on this filingEDGAR ↗
Jul 6, 2021 D/A
Dimensional Funds plc - Global Sustainability Core Equity Fund
File 021-198557
$0$0$0
Investment Manager will receive fees in respect to the Fund payable out of the assets of the Fund, accruing daily and payable monthly in arrears at an annual percentage rate of the average daily Net Asset Value, excluding accrual of IM fees.
None listed on this filingEDGAR ↗
Jul 6, 2021 D/A
Dimensional Funds plc - Emerging Markets Large Cap Core Equity Fund
File 021-243542
$0$0$0
The Investment Manager will receive fees in respect of the Fund payable out of the assets of the Fund, accruing daily and payable monthly in arrears at an annual percentage rate of the average daily Net Asset Value, excluding accrual of IM fees.
None listed on this filingEDGAR ↗
Jul 14, 2017 D/A
Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income Fund
File 021-158299
$0$0$0
Investment Manager will receive fees in respect to each of the Funds payable out of the assets of the Funds accruing daily and payable monthly in arrears at an annual percentage rate, of the average daily Net Asset Value, exclusing accrual of IM fees.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 9 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 6:52 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Dimensional in the sources searched.

Not found in sources searched as of Oct 24, 2026, 6:52 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2023–2026) — 430,446 records, loaded Oct 24, 2026, 6:52 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2023–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 6:52 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗DF Dimensional Funds plcshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund13$79,554,080
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
$100,000
similar: $1,000–$100,000
2011–2021
EDGAR ↗DF Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund9$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2011–2017
EDGAR ↗DF Dimensional Funds plc - World Allocation 60/40 Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund12$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2011–2021
EDGAR ↗DF Dimensional Funds plc - Global Sustainability Core Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund9$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2013–2021
EDGAR ↗DF Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund9$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2014–2022
EDGAR ↗DF Dimensional Funds plc - Emerging Markets Large Cap Core Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund7$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2015–2021
EDGAR ↗DF Dimensional Funds plc - Global Core Equity II Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund7$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$20,000,000
similar: $1,000–$100,000
2015–2021
EDGAR ↗DF Dimensional Funds plc - Japan Core Equity Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund7$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2015–2021
EDGAR ↗DF Dimensional Funds plc - Global Core Fixed Income Fundshared people, similar issuer names, director listed on many unrelated issuers (not used to group)DUBLIN 1, Ireland (as filed: L2)Pooled Investment Fund4$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$200,000
similar: $1,000–$100,000
2019–2022

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jan 21, 2022Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 14, 2022Dimensional Funds plc - Global Core Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 15, 2021Dimensional Funds plc - Japan Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 8, 2021Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 9, 2021Dimensional Funds plcD/APooled Investment FundIndefinite$73,147,779
EDGAR ↗Jul 9, 2021Dimensional Funds plc - Global Core Equity II FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2021Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2021Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 22, 2021Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 14, 2021Dimensional Funds plc - Global Core Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 16, 2020Dimensional Funds plc - Japan Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 9, 2020Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 10, 2020Dimensional Funds plc - Global Core Equity II FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 10, 2020Dimensional Funds plcD/APooled Investment FundIndefinite$73,147,779
EDGAR ↗Jul 6, 2020Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2020Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 24, 2020Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 14, 2020Dimensional Funds plc - Global Core Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 18, 2019Dimensional Funds plc - Japan Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 11, 2019Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 12, 2019Dimensional Funds plc - Global Core Equity II FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 12, 2019Dimensional Funds plcD/APooled Investment FundIndefinite$73,147,779
EDGAR ↗Jul 5, 2019Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 5, 2019Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 25, 2019Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 14, 2019Dimensional Funds plc - Global Core Fixed Income FundDPooled Investment FundIndefinite$0
EDGAR ↗Oct 19, 2018Dimensional Funds plc - Japan Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 12, 2018Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 13, 2018Dimensional Funds plc - Global Core Equity II FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 13, 2018Dimensional Funds plcD/APooled Investment FundIndefinite$73,147,779
EDGAR ↗Jul 6, 2018Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2018Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 26, 2018Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 19, 2017Dimensional Funds plc - Japan Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 13, 2017Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2017Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2017Dimensional Funds plc - Global Core Equity II FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2017Dimensional Funds plcD/APooled Investment FundIndefinite$73,147,779
EDGAR ↗Jul 7, 2017Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2017Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 26, 2017Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 19, 2016Dimensional Funds plc - Japan Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 14, 2016Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 15, 2016Dimensional Funds plc - Global Core Equity II FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 15, 2016Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 15, 2016Dimensional Funds plcD/APooled Investment FundIndefinite$73,147,779
EDGAR ↗Jul 8, 2016Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2016Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 26, 2016Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 19, 2015Dimensional Funds plc - Japan Core Equity FundDPooled Investment FundIndefinite$0
EDGAR ↗Oct 15, 2015Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Sep 18, 2015Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 17, 2015Dimensional Funds plc - Global Core Equity II FundDPooled Investment FundIndefinite$0
EDGAR ↗Jul 16, 2015Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 16, 2015Dimensional Funds plcD/APooled Investment FundIndefinite$73,098,342
EDGAR ↗Jul 13, 2015Dimensional Funds plc - Emerging Markets Large Cap Core Equity FundDPooled Investment FundIndefinite$0
EDGAR ↗Jul 6, 2015Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 26, 2015Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Sep 19, 2014Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 16, 2014Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 16, 2014Dimensional Funds plcD/APooled Investment FundIndefinite$79,554,080
EDGAR ↗Jun 24, 2014Dimensional Funds plc - Global Sustainability Core Equity FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 21, 2014Dimensional Funds plc - Global Short-Term Investment Grade Fixed Income FundDPooled Investment FundIndefinite$0
EDGAR ↗Sep 13, 2013Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 17, 2013Dimensional Funds plcD/APooled Investment FundIndefinite$70,944,382
EDGAR ↗Jul 17, 2013Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jun 25, 2013Dimensional Funds plc - Global Sustainability Core Equity FundDPooled Investment FundIndefinite$0
EDGAR ↗Oct 2, 2012Dimensional Funds plc - World Allocation 60/40 FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 20, 2012Dimensional Funds plcD/APooled Investment FundIndefinite$2,739,436
EDGAR ↗Jul 20, 2012Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Oct 7, 2011Dimensional Funds plc - World Allocation 60/40 FundDPooled Investment FundIndefinite$0
EDGAR ↗Jul 27, 2011Dimensional Funds plcD/APooled Investment FundIndefinite$282,969
EDGAR ↗Jul 26, 2011Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 15, 2011Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 15, 2011Dimensional Funds plcD/APooled Investment FundIndefinite$182,969
EDGAR ↗Apr 13, 2011Dimensional Funds plc - Euro Inflation Linked Long Duration Fixed Income FundDPooled Investment FundIndefinite$0
EDGAR ↗Feb 24, 2011Dimensional Funds plcDPooled Investment FundIndefinite$0

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 21, 2022. Industry history, as reported on each offering's latest filing: All 9 offerings reported: Pooled Investment Fund (2011–2019).

People across the group

NameRolesIssuers hereFirst → last listed
PB Peter BlessingDirector9Feb 24, 2011 → Jan 21, 2022
JR John RomizaDirector9Jan 21, 2014 → Jan 21, 2022
GR Gerard O'ReillyDirector9Sep 19, 2014 → Jan 21, 2022
CN Catherine NewellDirector9Feb 24, 2011 → Jan 21, 2022
GH Gregory HinkleDirector9Oct 14, 2016 → Jan 24, 2020
DB Dermot S.L. ButlerDirector9Feb 24, 2011 → Oct 18, 2019
DF Dimensional Fund Advisors Ltd. entityPromoter8Feb 24, 2011 → Jan 21, 2022
VP Victoria ParryDirector8Oct 13, 2017 → Jan 21, 2022
NL Nathan LacazeDirector8Jan 26, 2018 → Jan 21, 2022
AB Arthur BarlowDirector8Jan 21, 2014 → Jan 26, 2018
DS David SalisburyDirector8Feb 24, 2011 → Oct 19, 2017
DB David G. BoothDirector8Feb 24, 2011 → Jul 14, 2017
ER Eduardo RepettoDirector8Feb 24, 2011 → Jul 14, 2017
DM David MartinDirector8Feb 24, 2011 → Jan 26, 2016
RE Richard EusticeDirector4Feb 24, 2011 → Jul 17, 2013
AC Andrew CainDirector4Feb 24, 2011 → Jul 17, 2013
DF Dimensional Funds Advisors Ltd. entityPromoter1Jan 14, 2019 → Jan 14, 2022

Adviser registration (Form ADV)

DIMENSIONAL FUND ADVISORS LTD — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 6, 1991 · SEC file 801-40136 · Main office: LONDON · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $364,729,421,912 as reported on Form ADV filed Mar 24, 2026 (Item 5.F(2)(c)) · 106 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.dimensional.com/gb-en/financial-professionals ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 24, 2026: 2 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • Yes (1 disclosure reported) — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, no state to compare, issuer filed in L2 · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

DIMENSIONAL FUND ADVISORS LP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Aug 26, 1981 · SEC file 801-16283 · Main office: AUSTIN, TX · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $1,020,359,585,441 as reported on Form ADV filed Mar 24, 2026 (Item 5.F(2)(c)) · 2,319 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.dimensional.com/us-en/individual ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 24, 2026: 2 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (1 disclosure reported) — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • Yes (1 disclosure reported) — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, different legal form as filed (LP vs Ltd), adviser's main office state (TX) differs from the Form D state (X0), issuer filed in L2 · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 10:50 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Dimensional as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Dimensional's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #187,151 of 374,652 in line (554 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: DUBLIN 1), L2). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

OpenCorporates ↗