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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on Oct. 10, 2017
    • $506.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 453
      Accounts
    • $1.1B
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

221

name start date
Peter Kyle Magnusson
October 2011
William Jayme Merchad
June 2012
Mark James Dennis
July 2011
Lana K. Bergstein
August 2009
Aaron Edward Alley
January 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Dfa Australia Limited IAR $185,253,555,312
    Dfa Securities LLC Broker-Dealer --
    Dimensional Fund Advisors Canada Ulc -- --
    Dimensional Fund Advisors Ltd IAR $185,357,844,845
    Dimensional Fund Advisors Pte. Ltd. -- --
    Dimensional Japan Ltd. -- --
    Dimensional LLP -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Paul Butler Co-Chief Executive Officer February, 2017 less than 5%
      Michael Sam Gilliland Chief Operating Officer & Executive Vice President February, 2017 less than 5%
      Gerard Kieran O'Reilly Co-Chief Investment Officer & Executive Vice President February, 2017 less than 5%
      Eduardo Augusto Repetto Co-Chief Executive Officer & Co-Chief Investment Officer January, 2010 less than 5%
      Catherine Lee Newell Executive Vice President, Chief Legal Officer & Secretary February, 2017 less than 5%
      David Gilbert Booth Executive Chairman February, 2017 less than 5%
      Gregory Keith Hinkle Chief Financial Officer, Treasurer And Vice President July, 2016 less than 5%
      Christopher Scott Crossan Global Chief Compliance Officer, Chief Compliance Officer & Vice President September, 2004 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees