DIMENSIONAL FUNDS ADVISORS

Lobbying Spend

—

Filings

Firms Hired

Active Period

2010–2014

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2014	—	2	1
2013	—	4	1
2012	—	5	1
2011	—	4	1
2010	—	5	1

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
BRACY TUCKER BROWN & VALANZANO, INC.	—	20

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
Education, Dept of	18
Labor, Dept of (DOL)	9
HOUSE OF REPRESENTATIVES	8
Health & Human Services, Dept of (HHS)	8
Pension & Welfare Benefits Administration	8
SENATE	8
Treasury, Dept of	1

Most frequently reported lobbying issues

Issue Code	Description	Reports
Retirement	Retirement	18
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	1
Banking	Banking	1

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

S. 1979113th Congress

USA Retirement Funds Act

Cited source text and reported amounts

Meetings with senate help committee, house education and workforce committee S1979, the USA Retirement Funds Act

Client expense: — · Firm income: $50,000