DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Paul Andrew Lehman

Dimensional Fund Advisors LPasset managerAustin, Txdual registrantIAPD 2444502

Chartered Financial Analyst

Feed of 09/14/2026

At current firm

0 y

since Mar 18, 2026

In the industry

32 y

since Apr 6, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Dimensional Fund Advisors LP asset manager current
since Mar 18, 2026 · Austin, Tx
Sei Investments Management Corp mixed wealth
Jan 16, 2026 to Mar 16, 2026 · Austin, Tx
Dimensional Fund Advisors LP asset manager
Jul 29, 2013 to Jan 13, 2026 · Austin, Tx
First Citizens Asset Management, Inc BD affiliated
Aug 10, 2006 to Feb 26, 2014 · Columbia, Sc
First Citizens Investor Services, Inc. BD affiliated
Apr 28, 2005 to Dec 14, 2006 · Columbia, Sc
Raymond James Financial Services, Inc. unclassified
Aug 27, 2004 to Apr 20, 2005 · Belpre, Oh
Wells Fargo Advisors wirehouse
Dec 8, 2003 to Aug 13, 2004 · Columbia, Sc

Moves

a registration end followed by a registration begin elsewhere

Sei Investments Management Corp to Dimensional Fund Advisors LP
left Mar 16, 2026, registered Mar 18, 2026 (2 days) · Other
Dimensional Fund Advisors LP to Sei Investments Management Corp
left Jan 13, 2026, registered Jan 16, 2026 (3 days) · Other
First Citizens Asset Management, Inc to Dimensional Fund Advisors LP
left Feb 26, 2014, registered Jul 29, 2013 (-212 days) · Other
First Citizens Investor Services, Inc. to First Citizens Asset Management, Inc
left Dec 14, 2006, registered Aug 10, 2006 (-126 days) · Other
Raymond James Financial Services, Inc. to First Citizens Investor Services, Inc.
left Apr 20, 2005, registered Apr 28, 2005 (8 days) · Other
Wells Fargo Advisors to Raymond James Financial Services, Inc.
left Aug 13, 2004, registered Aug 27, 2004 (14 days) · Other

Signals

Paul Andrew Lehman left Sei Investments Management Corp for Dimensional Fund Advisors Lp (registered 2026-03-18)
Mar 16, 2026 · Advisor changed firm · fact
Paul Andrew Lehman left Dimensional Fund Advisors Lp for Sei Investments Management Corp (registered 2026-01-16)
Jan 13, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address