Dimensional Retirement Plan Services
$4.9M reported client assets across 1 advisory firms in FY2018 annual amendments
Reported client assets over time
$4.9M
$5.3M
2017
2018
Same-firm comparison: 1 firms that reported Dimensional Retirement Plan Services in both FY2017 and FY2018 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $4.9M | $130M | 3.8% | 03/09/2019 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.