Dimensional Fund Advisors LP
Dimensional Fund Advisors LP (CRD# 106482) is a financial advisory firm headquartered in Austin, TX. They manage $749,622,475,396 in 1,153 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management749,622MILLION
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Thomas McLean (CRD# 5458123) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Charlotte, NC and has over 14 years of experience in the finance industry.
Travis Meldau (CRD# 6373543) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 7 years of experience in the finance industry.
Sooyeon Mirda (CRD# 6524497) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 5 years of experience in the finance industry.
John Nicholson (CRD# 4204864) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 23 years of experience in the finance industry.
James Norman (CRD# 5336961) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 16 years of experience in the finance industry.
Lauren Olson (CRD# 6486874) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 8 years of experience in the finance industry.
Kyle Ozaki (CRD# 4258075) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 23 years of experience in the finance industry.
Mary Phillips (CRD# 4738278) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 19 years of experience in the finance industry.
David Potts (CRD# 6869818) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 5 years of experience in the finance industry.
Michael Preis (CRD# 4576978) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 20 years of experience in the finance industry.