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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)24 years in industry

MITCHELL MCCARTNEY SCHORR

Advisor at DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX | CHARLOTTE, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIMENSIONAL FUND ADVISORS LP
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 17, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 17, 2002
First registration: Oct 31, 2002
Dual registered: yes, broker-dealer
Other names: MITCHELL MCCARTNEY SCHORR
IAPD individual key: 4511643

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIMENSIONAL FUND ADVISORS LP	Asset manager	Oct 13, 2014	n/a	yes	AUSTIN, TX\|CHARLOTTE, NC	Current employment
E. S. BARR & COMPANY	Independent wealth	Jan 4, 2011	Oct 20, 2011	no	LEXINGTON, KY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Feb 28, 2006	Sep 15, 2010	no	PURCHASE, NY\|NEW YORK, NY	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 31, 2002	Feb 17, 2006	no	PURCHASE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E. S. BARR & COMPANY	DIMENSIONAL FUND ADVISORS LP	Oct 20, 2011	Oct 13, 2014	1,089	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	E. S. BARR & COMPANY	Sep 15, 2010	Jan 4, 2011	111	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Feb 17, 2006	Feb 28, 2006	11	Firm change	Other

Relationships

Registered with (4)

→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: current employment
Oct 13, 2014 to presentfactForm ADV
→ E. S. BARR & COMPANYRegistered adviserregistration: previous registration
Jan 4, 2011 to Oct 20, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Feb 28, 2006 to Sep 15, 2010factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 31, 2002 to Feb 17, 2006factForm ADV

Dated events

No dated event names this entity yet.