General Description of Advisory Firm The principal business activities of Dimensional UK relating to this registration involve acting as sub-advisor or agent to its U.S. parent, Dimensional Fund Advisors LP (“Dimensional US”), a U.S. limited partnership which owns 100% of the outstanding shares of Dimensional UK and which serves as investment manager to various institutional clients including mutual fund and exchange-traded fund portfolios, separate accounts and collective trust funds. Dimensional UK’s sub-advisory or agent services are with respect to such clients’ investments in non-U.S. securities. Dimensional UK is authorized and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (“UK”) and pursuant to those FCA permissions also acts as the authorized corporate director of and investment manager to an open ended investment company organized in the UK, and acts as investment manager to certain other collective investment funds and institutional separate and sub-advised accounts. Except as otherwise indicated, the information provided in Form ADV relates to Dimensional UK’s registration in the United States and services to its U.S. clients. Dimensional UK has been in business since December 19, 1990 and has been a registered investment adviser under the Investment Advisers Act of 1940, as amended (“Advisers Act”), since November 6, 1991. As of December 31, 2023, Dimensional UK managed approximately $253,056,990,291 on a discretionary basis.1 General Description of Advisory Services Dimensional UK manages equity and fixed income securities based on fundamental analysis:  Dimensional UK believes that equity investing should involve a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing. In designing an equity investment portfolio, Dimensional UK generally emphasizes the long-term drivers of expected returns identified in its research, while balancing risk through broad diversification across companies and sectors.  Dimensional UK believes

that fixed income investing should also involve a long-term view and a systematic focus on bond market risk and return, not on interest rate forecasting or market timing. In constructing a fixed-income investment portfolio, Dimensional UK generally seeks higher returns by systematically adjusting duration, credit quality, and currency of issuance. 1 Discretionary assets under management include assets that are attributable to funds-of-funds sub-advised by Dimensional UK that invest in underlying funds that are also sub-advised by Dimensional UK and whose assets are also included. Dimensional UK provides: (i) trading and other investment advisory services to Dimensional US in connection with Dimensional US’s management of five SEC-registered investment companies which comprise approximately 86 separate funds in aggregate (“U.S. Dimensional Funds”); (ii) trading and other investment advisory services to Dimensional US in connection with Dimensional US’s management of separate account clients and other clients investing in non-U.S. securities; and (iii) trade execution and related services to Dimensional US in connection with Dimensional US’s management of its other mutual fund clients, separate account clients, and other clients investing in non-U.S. securities. Dimensional UK serves Dimensional US clients in a sub- advisory or agency capacity. Dimensional UK may also from time to time provide information to its clients about the general behavior of certain securities markets. Such information may include summaries of performance of stock markets in the United Kingdom, Continental Europe, the United States and Japan, and of various sections within each market. Other Business Dimensional UK licenses software to intermediaries for use by defined contribution employee benefit plans. The license includes a tool that allows an intermediary, fiduciary or the plan to map groups of plan participants to a model allocation. Under this program, Dimensional UK does not act as an investment adviser, including to a plan or its participants.