Dimensional Fund Advisors LP

Dimensional Fund Advisors LP (CRD# 106482) is a financial advisory firm headquartered in Austin, TX. They manage $424,504,874,312 in 442 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    424,505
    MILLION
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $960,418,268
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 155 top financial advisors.
1
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.

2
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.

3
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 24 years of experience in the finance industry.

4
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.

5
James G. Charles
CRD#: 1785950
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

James Charles (CRD# 1785950) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 24 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.

6
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 9 years of experience in the finance industry.

7
Leighton T. Erskine
CRD#: 3261900
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Leighton Erskine (CRD# 3261900) 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
Mark R. Gochnour
CRD#: 3136505
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Mark Gochnour (CRD# 3136505) 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.

9
Thomas M. Goodrum
CRD#: 4842328
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

Thomas Goodrum (CRD# 4842328) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 12 years of experience in the finance industry.

10
James L. Haggerty
CRD#: 2442202
6300 Bee Cave Road, Building One, Austin, TX 78746
96
Wealthminder
score

James Haggerty (CRD# 2442202) 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.