DIMENSIONAL FUND ADVISORS LTD.
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-12-18 (in 7mo)
Last made up 2025-12-04
Watchouts
None on the register
Cash
£22M
+9.9% vs 2023
Net assets
£27M
+3% vs 2023
Employees
163
-1.8% vs 2023
Profit before tax
£16M
+41.6% vs 2023
Name history
Renamed 2 times since incorporation
- DIMENSIONAL FUND ADVISORS LTD. 1991-11-14 → present
- DIMENSIONAL FUND ADVISORS LONDON LIMITED 1991-01-30 → 1991-11-14
- DIMENSIONAL FUND ADVISERS LIMITED 1990-12-19 → 1991-01-30
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £72,460,556 | £84,592,011 | |
| Operating profit | £11,194,351 | £15,241,833 | |
| Profit before tax | £11,381,276 | £16,116,748 | |
| Net profit | £8,536,734 | £11,779,519 | |
| Cash | £19,697,317 | £21,653,567 | |
| Total assets less current liabilities | £26,869,809 | £27,605,173 | |
| Net assets | £25,918,154 | £26,697,673 | |
| Equity | £25,918,154 | £26,697,673 | |
| Average employees | 166 | 163 | |
| Wages | £22,099,347 | £24,182,148 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 15.4% | 18.0% | |
| Net margin | 11.8% | 13.9% | |
| Return on capital employed | 41.7% | 55.2% | |
| Gearing (liabilities / total assets) | 61.5% | 54.8% | |
| Current ratio | 1.58x | 1.79x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making enquiries, the directors have a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable future. The Company therefore continues to adopt the going concern basis in preparing its financial statements.”
Significant events
- “funds under management which have increased from £29.9bn at the end of 2023 to £32.3bn as at 31 December 2024.”
- “In July 2024, the directors reviewed and confirmed the Company's first required report on compliance with the FCA's Consumer Duty in respect of retail customers for the period 31 July 2023 to 30 June 2024.”
- “In 2024, the Company responded to the FCA's consultation paper on improving transparency for bond and derivatives markets (CP23/32)”
- “The Company also responded to an FCA consultation paper to extend its sustainability disclosure requirements (SDR) regime to portfolio management services (CP24/8)”
- “The Sterling Short Duration Real Return Fund (a new sub-fund of the ICVC) was launched in 2024.”
- “The Company updated its proxy voting policy in 2024”
- “In 2024, the Company prepared and published its first required reporting intended to comply with the FCA rules implementing the Taskforce on Climate-related Financial Disclosures ("TCFD") Recommendations”
- “During 2024, the Company offset its residual carbon footprint across scope 1 and 2 emissions for 2023 by supporting carbon offset projects.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 21 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| NEWELL, Catherine Lee | Secretary | 2001-05-21 | — | American |
| BOYD, John Daniel | Director | 2022-03-25 | Feb 1978 | British |
| LACAZE, Nathan Robert | Director | 2015-06-03 | Jan 1981 | Australian,Italian |
| PARRY, Victoria Alice | Director | 2019-09-30 | May 1965 | British |
| ROMIZA, John S | Director | 2014-03-27 | Feb 1973 | American |
| SURRIDGE, John Bernard | Director | 2022-02-04 | Feb 1978 | New Zealander |
| WOOD, Peter Anthony Mark | Director | 2019-09-30 | Jan 1959 | Irish |
Show 21 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| EAST, Margaret | Secretary | 1993-06-14 | 2001-05-21 |
| FERRIS, Deborah Joanne | Secretary | — | 1993-08-13 |
| BARLOW, Arthur Howard Faris | Director | 2013-09-17 | 2018-07-01 |
| BOOTH, David Gilbert | Director | 2002-09-03 | 2017-07-23 |
| BOOTH, David Gilbert | Director | — | 2001-05-14 |
| BUTLER, David Paul | Director | 2017-08-03 | 2021-12-31 |
| CAIN, Andrew Gordon | Director | 2009-10-01 | 2013-09-05 |
| CLARK, Stephen | Director | 2016-07-27 | 2021-12-31 |
| KEATING, Patrick Michael | Director | 2012-04-04 | 2015-02-27 |
| MARTIN, David Robert | Director | 2007-05-10 | 2016-03-31 |
| NASH, Philip Russell | Director | 2002-05-21 | 2008-05-27 |
| NEWELL, Catherine Lee | Director | 2002-01-31 | 2021-12-31 |
| O'REILLY, Gerard Kieran | Director | 2018-05-01 | 2021-12-31 |
| QUIGLEY, Garrett | Director | 2002-01-31 | 2010-06-02 |
| REPETTO, Eduardo | Director | 2010-03-24 | 2017-09-25 |
| SALISBURY, David Murray | Director | 2002-03-01 | 2014-12-31 |
| SCARDINA, Michael Thomas | Director | 2002-01-31 | 2007-04-17 |
| SICILIANO, John Carmine | Director | 2001-05-11 | 2005-01-27 |
| SINQUEFIELD, Rex Andrew | Director | — | 2005-12-31 |
| SINQUEFIELD, Rex Andrew | Director | — | 1991-10-11 |
| WHEELER, Daniel Mark | Director | 2004-01-27 | 2010-09-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Rex Andrew Sinquefield | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
| Mr David Gilbert Booth | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 213 total filings
Material constitutional events — rename, articles re-file, resolution
- 2022-02-04 MA Memorandum articles
- 2022-02-04 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-23 | CH01 | officers | Change person director company with change date | |
| 2026-01-08 | CH01 | officers | Change person director company with change date | |
| 2026-01-08 | CH01 | officers | Change person director company with change date | |
| 2025-12-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-17 | AA | accounts | Accounts with accounts type full | |
| 2025-06-26 | CH01 | officers | Change person director company with change date | |
| 2024-12-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-08-19 | AA | accounts | Accounts with accounts type full | |
| 2024-02-26 | CH01 | officers | Change person director company with change date | |
| 2024-01-26 | CH01 | officers | Change person director company with change date | |
| 2023-12-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-09-27 | AA | accounts | Accounts with accounts type full | |
| 2022-12-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-06-30 | AA | accounts | Accounts with accounts type full | |
| 2022-03-28 | AP01 | officers | Appoint person director company with name date | |
| 2022-02-18 | AP01 | officers | Appoint person director company with name date | |
| 2022-02-04 | MA | incorporation | Memorandum articles | |
| 2022-02-04 | RESOLUTIONS | resolution | Resolution | |
| 2022-01-05 | TM01 | officers | Termination director company with name termination date | |
| 2022-01-05 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 6
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+16.7%
£72,460,556 £84,592,011
-
Cash
+9.9%
£19,697,317 £21,653,567
-
Net assets
+3%
£25,918,154 £26,697,673
-
Employees
-1.8%
166 163
-
Operating profit
+36.2%
£11,194,351 £15,241,833
-
Profit before tax
+41.6%
£11,381,276 £16,116,748
-
Wages
+9.4%
£22,099,347 £24,182,148
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers