DIMENSIONAL FUND ADVISORS LP

4S

Education services in the nature of courses for investment advisors; training services in the field of investment advisor communications;

CONSUMPTION SLICES

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;SLICES;

DFA

investment management services;

DIMENSIONAL

Investment management services;

DIMENSIONAL

Investment management services;

DIMENSIONAL 360

Business training; consulting services in the field of investment advisor training; leadership development training in the field of investment advisory services; conducting of business conferences in the field of investment advisory services; arranging and conducting of conferences in the field of investment advisory services; conducting of educational conferences in the field of investment advisory services; educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of investment advisory services; educational services, namely, conducting informal on-line programs in the fields of investment advisory services, and printable materials distributed therewith; educational services, namely, conducting informal interactive on-line programs in the fields of investment advisory services, and printable materials distributed therewith; conducting workshops and seminars in the field of investment advisory services; arranging and conducting online workshops in the field of investment advisory services; arranging and conducting online interactive workshops in the field of investment advisory services; consultancy relating to arranging and conducting of training workshops; workshops and seminars in the field of investment advisory services; training services in the field of professional and client communication; providing training in the field of professional and client communication; providing on-line training courses, seminars, and workshops in the field of professional and client communication; providing on-line interactive training courses, seminars, and workshops in the field of professional and client communication; virtual training services in the field of professional and client communication; virtual interactive training services in the field of professional and client communication; interactive on-line training services in the field of professional and client communication; business training in the field of professional and client communication; arranging and conducting of training courses, seminars, and workshops in the field of professional and client communication; training in the field of communication technologies; business training consultancy services;Downloadable educational course materials in the field of investment advisory services;DIMENSIONAL THREE HUNDRED SIXTY; DIMENSION THREE SIX ZERO; DIMENSIONAL THREE SIXTY;Investment management services; financial research services; investment advisory services; global investment research services; investment risk assessment services; investment consultancy services; investment consultation services; financial investment analysis and stock research; advice relating to investments; information, advisory, consultancy and research services relating to finance and investments; providing information, commentary and advice in the field of finance, financial investments and financial valuations;Production of advertising materials; distribution of advertising materials; conducting business research and surveys; preparation of business surveys; preparation of marketing surveys; conducting business and market research surveys;

DIMENSIONAL 4S

Education services in the nature of courses in the field of professional and client communications for investment advisors; training course services in the field of professional and client communications for investment advisors;DIMENSIONAL FOURS;

DIMENSIONAL 4S FRAMEWORK

Education services in the nature of courses in the field of professional and client communications for investment advisors; training course services in the field of professional and client communications for investment advisors;DIMENSIONAL FOURS FRAMEWORK;FRAMEWORK;

DIMENSIONAL FUND ADVISORS

investment management services;FUND ADVISORS;

DIMENSIONAL INVESTING

investment management services;INVESTING;

DIMENSIONAL MANAGED DC

Administration of employee pension plans; Financial administration of retirement plans; Investment advisory services; Investment consultation; Investment management; Investment of funds for others;MANAGED DC;

DIMENSIONAL PLAN ASSESSMENT TOOL

administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;PLAN ASSESSMENT TOOL;

DIMENSIONAL RETIREMENT

Administration of employee pension plans; Financial administration of retirement plans; Investment advisory services; Investment consultation; Investment management; Investment of funds for others;RETIREMENT;

DIMENSIONAL SMA

investment management services;SMA;

DIMENSIONAL TARGET BENEFIT INVESTING

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;BENEFIT INVESTING;

DIMENSIONAL TARGET BENEFIT SOLUTION

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;BENEFIT SOLUTION;

DIMENSIONAL TARGET DATE INCOME FUND

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;TARGET DATE INCOME FUND;

DIMENSIONAL TARGET DATE INCOME-FOCUSED FUND

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;TARGET DATE INCOME-FOCUSED FUND;

DIMENSIONAL TARGET DATE RETIREMENT INCOME FUND

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;TARGET DATE RETIREMENT INCOME FUND;

DIMENSIONAL TARGET DATE RETIREMENT INCOME-FOCUSED FUND

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;TARGET DATE RETIREMENT INCOME-FOCUSED FUND;

DIMENSIONAL TARGET INCOME ALLOCATIONS

administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;TARGET INCOME ALLOCATIONS;

DIMENSIONAL TARGET RETIREMENT SOLUTION

administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;TARGET RETIREMENT SOLUTION;

DSMA

investment management services, namely, management of separately managed accounts in the nature of investment in securities and other instruments;

DYNAMIC AUTO-ESCALATION

financial administration of employee pension plans; financial administration of retirement plans; investment advisory consultation; investment management; investment of funds for others, such services not being used for mutual funds or the management or provision of mutual funds;AUTO-ESCALATION;

FUTURE FIRM

Business consulting services in the field of investment advisor practice management;FIRM;

GO BEYOND INDEXING

Business training; educational services, namely, conducting classes, seminars, workshops, non-downloadable webinars, podcasts, conferences, and presentations in the field of investment advisor training; training services in the field of investment advisor communications;Investment management services; financial research services; investment advisory services; global investment research services; investment risk assessment services; investment consultancy services; investment consultation services; financial investment analysis and stock research; advice relating to investments; information, advisory, consultancy and research services relating to finance and investments; providing information, commentary and advice in the field of finance, financial investments and financial valuations;

GOING BEYOND INDEXING

Business training; educational services, namely, conducting classes, seminars, workshops, non-downloadable webinars, podcasts, conferences, and presentations in the field of investment advisor training; training services in the field of investment advisor communications;Investment management services; financial research services; investment advisory services; global investment research services; investment risk assessment services; investment consultancy services; investment consultation services; financial investment analysis and stock research; advice relating to investments; information, advisory, consultancy and research services relating to finance and investments; providing information, commentary and advice in the field of finance, financial investments and financial valuations;

INCOME AWARE

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;

INCOME AWARE DYNAMIC REBALANCING

administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;

INCOME AWARE REBALANCING

administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;

INCOME SLICES

Financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;

INDEX MEMORY

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;INDEX;

LIFE

Financial advice and consultancy services; Financial services, namely, wealth management services;

LIFE PARTNER

Financial advice and consultancy services; Financial services, namely, wealth management services;

LIFETIME INTEGRATED FINANCIAL EXPERIENCE

Financial advice and consultancy services; Financial services, namely, wealth management services;FINANCIAL;

M529

Administration of employee pension plans; Financial administration of retirement plans; Investment advisory services; Investment consultation; Investment management; Investment of funds for others;M 529;

MANAGED DC SOLUTION

Administration of employee pension plans; Financial administration of retirement plans; Investment advisory services; Investment consultation; Investment management; Investment of funds for others;

MULTI-DIMENSION

Investment management services, namely operation and management of mutual funds, commingled trusts and securities accounts that select and weigh constituent investment securities based on multiple investment factors and characteristics;MULTI-;

MULTI-DIMENSIONAL

Investment management services, namely operation and management of mutual funds, commingled trusts and securities accounts that select and weigh constituent investment securities based on multiple investment factors and characteristics;MULTI-;

SLICES OF RETIREMENT INCOME

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;

SMARTINCOME

Financial services, namely, assisting customers in selecting and purchasing annuities to meet calculated income needs; brokerage of annuities provided via online personalized annuity auctions; annuity price quotations, namely, providing price quotes via online personalized annuity auctions;SMART INCOME;Online auction services, namely, conducting online personalized annuity auctions; connecting buyers and sellers of financial assets, namely, matching annuity providers with customers via online personalized annuity auctions;

SMARTNEST

Insurance and financial services, namely, retirement and post-retirement planning; broker-dealer services namely investment advice, retirement investment management; trust services; long term healthcare insurance; home equity conversion plans; and providing information in the field of insurance and financial services via a global computer network;SMART NEST;

TDIF

financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others;