Dimensional Fund Advisors LP

Dimensional Fund Advisors LP (CRD# 106482) is a financial advisory firm headquartered in Austin, TX. They manage $506,848,093,142 in 453 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    506,848
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $1,118,869,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dimensional Fund Advisors LP
Showing 1 - 10 of 214 top financial advisors.
1
Jeffrey M. Antonacci
CRD#: 5696193
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Jeffrey Antonacci (CRD# 5696193) 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.

2
Clayton F. Boone
CRD#: 5335696
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Clayton Boone (CRD# 5335696) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 10 years of experience in the finance industry.

3
Scott A. Bosworth
CRD#: 2164231
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Scott Bosworth (CRD# 2164231) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 26 years of experience in the finance industry.

4
David P. Butler
CRD#: 2305298
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

David Butler (CRD# 2305298) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 25 years of experience in the finance industry.

5
Dennis M. Chamberlain
CRD#: 2640792
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Dennis Chamberlain (CRD# 2640792) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 9 years of experience in the finance industry. Dennis Chamberlain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James G. Charles
CRD#: 1785950
201 North Tryon St, Suite 2200/2300, Charlotte, NC 28202
96
Wealthminder
score

James Charles (CRD# 1785950) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Charlotte, NC and has over 25 years of experience in the finance industry. James Charles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Iwona Cholewa
CRD#: 4014938
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Iwona Cholewa (CRD# 4014938) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 18 years of experience in the finance industry.

8
Matthew Cooper
CRD#: 5401294
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Matthew Cooper (CRD# 5401294) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 10 years of experience in the finance industry. Matthew Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christopher W. Cummins
CRD#: 5972341
201 N Tryon Street, Suite 2200/2300, Charlotte, NC 28202
96
Wealthminder
score

Christopher Cummins (CRD# 5972341) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Charlotte, NC and has over 6 years of experience in the finance industry.

10
John Dashtara
CRD#: 4708671
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

John Dashtara (CRD# 4708671) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 10 years of experience in the finance industry.

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