RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Dimensional Fund Advisors
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $59,527 |
| Year ending 12/31/2020 | $57,239 |
| Total DCIO funds | 200 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | U.S. Targeted Value Portfolio - Institutional Class |
| Fund assets | $6,312 |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 97% |
| Collective investment trusts | 0% |
| Separate accounts | 3% |
| Equity | 85% |
| Hybrid/Multi-Asset | 2% |
| Stable value/Money market | 0% |
| Fixed-Income | 13% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 7 |
| Salespeople focused on institutional | 1 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | No |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 80 |