AltMountain

Dimensional Funds plc

Dublin 1, Ireland · CIK 1512221
Offshore
Status: no Form D since Jul 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Dimensional Funds plc is a private investment fund based in Dublin 1, Ireland. According to its most recent Form D, filed Jul 9, 2021, it has sold $73,147,779 of interests to 7 investors since its first sale in Jun 2011. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Nathan Lacaze; Catherine Newell; Victoria Parry.

Total raised
$73,147,779Cumulative sales reported on Form D
Investors
7
First sale
Jun 20, 2011
Minimum investment
$100,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Nathan Lacaze; Catherine Newell; Victoria Parry
Latest Form D
Jul 9, 2021

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Dimensional Funds plc

What is the minimum investment for Dimensional Funds plc?

According to its latest Form D, filed Jul 9, 2021, the minimum investment Dimensional Funds plc accepts from an outside investor is $100,000.

Who can invest in Dimensional Funds plc?

Dimensional Funds plc is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Dimensional Funds plc raised?

Dimensional Funds plc reports $73,147,779 sold from 7 investors on its Form D filed Jul 9, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Dimensional Funds plc based?

Dimensional Funds plc is based in Dublin 1, Ireland.

When did Dimensional Funds plc launch?

Dimensional Funds plc reports its first sale in Jun 2011.

Size compared with every private investment fund

Raised more than 54% of the 81 private investment funds based in Ireland, and more than 67% of all 10,255 that report sales.

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