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

Rachel Lauren Loiko

Dimensional Fund Advisors LPasset managerAustin, Tx dual registrantIAPD 4467108

Feed of 09/14/2026

Also filed as Rachel Lauren Fuchs

At current firm

1 y

since Jan 17, 2025

In the industry

24 y

since Dec 15, 2001 (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 Jan 17, 2025 · Charlotte, Nc
Advice And Planning Services BD affiliated
Apr 21, 2008 to Oct 14, 2024 · Charlotte, Nc
Hartford Investment Financial Services, LLC former
May 24, 2006 to Apr 20, 2007 · Charlotte, Nc
Bacap Distributors, LLC unclassified
Jan 1, 2003 to Jun 28, 2004 · Charlotte, Nc
Stephens BD affiliated
Oct 30, 2002 to Jan 1, 2003 · Charlotte , Nc

Moves

a registration end followed by a registration begin elsewhere

Advice And Planning Services to Dimensional Fund Advisors LP
left Oct 14, 2024, registered Jan 17, 2025 (95 days) · Other
Hartford Investment Financial Services, LLC to Advice And Planning Services
left Apr 20, 2007, registered Apr 21, 2008 (367 days) · Other
Bacap Distributors, LLC to Hartford Investment Financial Services, LLC
left Jun 28, 2004, registered May 24, 2006 (695 days) · Other
Stephens to Bacap Distributors, LLC
left Jan 1, 2003, registered Jan 1, 2003 (0 days) · Other

Signals

Rachel Lauren Loiko left Advice And Planning Services for Dimensional Fund Advisors Lp (registered 2025-01-17)
Oct 14, 2024 · 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address