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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 Jan. 12, 2020
    • $569.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 468
      Accounts
    • $1.2B
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

268

name start date
William James Disciullo
March 2015
Glenn Stephen Granz
December 2015
Philipp Werner Meyer-Brauns
September 2016
Alyssa Rose Hinojosa Calhoun
December 2016
Erin Searl
June 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Dfa Australia Limited IAR $219,595,235,824
    Dfa Securities LLC Broker-Dealer --
    Dimensional Fund Advisors Canada Ulc -- --
    Dimensional Fund Advisors Ltd IAR $219,722,077,109
    Dimensional Fund Advisors Pte. Ltd. -- --
    Dimensional Hong Kong Limited -- --
    Dimensional Ireland Limited -- --
    Dimensional Japan Ltd. -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Christopher Scott Crossan Global Chief Compliance Officer, Chief Compliance Officer & Vice President September, 2004 less than 5%
      Gregory Keith Hinkle Chief Financial Officer, Treasurer And Vice President July, 2016 less than 5%
      David Gilbert Booth Executive Chairman February, 2017 less than 5%
      Catherine Lee Newell Executive Vice President, Chief Legal Officer & Secretary February, 2017 less than 5%
      David Paul Butler Co-Chief Executive Officer February, 2017 less than 5%
      Gerard Kieran O'Reilly Co-Chief Executive Officer & Chief Investment Officer September, 2017 less than 5%
      Lisa Michele Dallmer Chief Operating Officer And Executive Vice President December, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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