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.

Advisor moves

Departures from Dimensional Fund Advisors LP

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Ezra James LaganDimensional Fund Advisors LP asset manager&Partners independent RIAOtherJul 16, 2026Jul 27, 2026
Nicholas Thomas FontaineDimensional Fund Advisors LP asset managerCache Advisors LLC asset managerOtherJul 9, 2026Jul 28, 2026
Rhea Saurabh DoctorDimensional Fund Advisors LP asset managerCommonwealth Financial Network national BDOtherJul 9, 2026Sep 3, 2026 (56 d)
Guillermo Enrique Pestana MullerDimensional Fund Advisors LP asset managerAustin Asset independent RIAOtherMay 20, 2026Aug 19, 2026 (91 d)
Rachel Navon KleinmanDimensional Fund Advisors LP asset managerBurkholder Wealth Management independent RIAOtherMar 18, 2026Apr 21, 2026 (34 d)
Matthew Berry BowenDimensional Fund Advisors LP asset managerAusdal Financial Partners, Inc. independent RIAOtherMar 18, 2026Mar 19, 2026
Tatum ForemanDimensional Fund Advisors LP asset managerRockefeller Capital Management BD affiliatedOtherFeb 4, 2026Mar 4, 2026
David Alexander PottsDimensional Fund Advisors LP asset managerDixon Financial Services independent RIAOtherJan 28, 2026Apr 10, 2026 (72 d)
Bryan Roquemore MccluneDimensional Fund Advisors LP asset managerWpwealth Llp independent RIAOtherJan 27, 2026Feb 13, 2026
Paul Andrew LehmanDimensional Fund Advisors LP asset managerSei Investments Management Corp mixed wealthOtherJan 13, 2026Jan 16, 2026
Rian Tony GoulartDimensional Fund Advisors LP asset managerCache Advisors LLC asset managerOtherJan 13, 2026Jan 20, 2026
Matthew Charles WarnerDimensional Fund Advisors LP asset managerPeak Financial Planning independent RIAOtherJan 5, 2026Feb 2, 2026
Toby Ryan MartinezDimensional Fund Advisors LP asset managerExpand Financial, LLC institutionalOtherNov 13, 2025Nov 26, 2025
Daniel S ByrnesDimensional Fund Advisors LP asset managerMercer Global Advisors Inc. independent RIAOtherNov 13, 2025Jun 4, 2025
Christopher Sean HehmanDimensional Fund Advisors LP asset managerFmp Wealth Advisers independent RIAOtherOct 28, 2025May 1, 2026 (185 d)
Jeffrey Scott ChatmanDimensional Fund Advisors LP asset managerCharles Schwab & Co., Inc. national BDOtherOct 21, 2025Dec 19, 2025 (59 d)
Sydney Anne McmurrayDimensional Fund Advisors LP asset managerWells Fargo Advisors wirehouseOtherSep 25, 2025Aug 7, 2026 (316 d)
Alexandra Guilbeau KerriganDimensional Fund Advisors LP asset managerHightower Advisors, LLC BD affiliatedOtherSep 10, 2025Oct 8, 2025
Kimberly Myers-TurnerDimensional Fund Advisors LP asset managerTd Private Client Wealth LLC BD affiliatedOtherJun 26, 2025Sep 14, 2026 (445 d)
Madison Marie KianiDimensional Fund Advisors LP asset managerCorda Investment Management, LLC independent RIAOtherJun 3, 2025Jun 18, 2025
Rebekah Ann HavlinekDimensional Fund Advisors LP asset managerHampton Rock Wealth Management independent RIAOtherApr 29, 2025Jun 12, 2025 (44 d)
Alec Dj MessinoDimensional Fund Advisors LP asset managerPark Avenue Securities LLC BD affiliatedOtherApr 21, 2025Apr 30, 2026 (374 d)
Michael Kullman PreisDimensional Fund Advisors LP asset managerTci Wealth Advisors, Inc. independent RIAOtherApr 7, 2025Jun 15, 2025 (69 d)
Stephen James RossDimensional Fund Advisors LP asset managerCapital Client Group, Inc. no RAUMOtherApr 7, 2025May 23, 2025 (46 d)
Evan Michael LuongoDimensional Fund Advisors LP asset managerNoda Wealth Management LLC state registeredOtherApr 7, 2025Apr 11, 2025
Alexander Thomas PriceDimensional Fund Advisors LP asset managerMeridian Wealth Advisors, LLC independent RIAOtherFeb 18, 2025Mar 6, 2025
Brooks Hamilton PalmerDimensional Fund Advisors LP asset managerRoot Financial Partners independent RIAOtherJan 15, 2025Apr 8, 2025 (83 d)
Thomas Carson McleanDimensional Fund Advisors LP asset managerAltruist Wealth Management state registeredOtherJan 8, 2025Mar 7, 2025 (58 d)
Jack Harris PattersonDimensional Fund Advisors LP asset managerCambridge Investment Research Advisors, Inc. BD affiliatedOtherJan 6, 2025Jan 15, 2025
Jack Austin KelleyDimensional Fund Advisors LP asset managerMercer Global Advisors Inc. independent RIAOtherDec 24, 2024Jan 13, 2025
Marcus Orion SchaferDimensional Fund Advisors LP asset managerGreenspring Advisors, LLC mixed wealthOtherNov 7, 2024Oct 8, 2024
Roger James TrinwithDimensional Fund Advisors LP asset managerNeuberger Berman Bd LLC no RAUMOtherOct 9, 2024Oct 17, 2024
Robert D WilsonDimensional Fund Advisors LP asset managerMissionsquare Retirement BD affiliatedOtherOct 9, 2024Mar 5, 2025 (147 d)
Cheyney Rhea ScarbroughDimensional Fund Advisors LP asset managerArcher Investment Management independent RIAOtherSep 3, 2024Feb 19, 2025 (169 d)
Arun C KeswaniDimensional Fund Advisors LP asset managerForum Financial Management, LP independent RIAOtherAug 27, 2024Jul 21, 2026 (693 d)
Nicholas Andrew FaulknerDimensional Fund Advisors LP asset managerTriangle Wealth Management independent RIAOtherAug 1, 2024Aug 14, 2024
Stuart James SneenDimensional Fund Advisors LP asset managerTwoten Planning, Pllc state registeredOtherApr 2, 2024May 8, 2024 (36 d)
Jonathan Edward BartholomewDimensional Fund Advisors LP asset managerKestra Advisory Services, LLC BD affiliatedOtherMar 13, 2024Dec 11, 2024 (273 d)
Eric Howard LaneDimensional Fund Advisors LP asset managerCetera Investment Advisers LLC BD affiliatedOtherFeb 22, 2024Feb 15, 2024
Francis Joseph D'AliaDimensional Fund Advisors LP asset managerPrincipal Securities, Inc. BD affiliatedOtherFeb 22, 2024Jun 11, 2024 (110 d)
Joseph Michael WehrDimensional Fund Advisors LP asset managerMaryland Capital Advisors, Inc. independent RIAOtherFeb 22, 2024Aug 6, 2024 (166 d)
Jeffrey DadamoDimensional Fund Advisors LP asset managerMercer Global Advisors Inc. independent RIAOtherFeb 5, 2024Dec 11, 2025 (675 d)
Scott M MardyDimensional Fund Advisors LP asset managerMiller Howard Investments Inc mixed wealthOtherDec 26, 2023Mar 24, 2025 (454 d)
Todd Michael ReesingDimensional Fund Advisors LP asset managerCap Six Advisors asset managerOtherOct 31, 2023Mar 10, 2025 (496 d)
Allison Frame PatellaDimensional Fund Advisors LP asset managerHightower Advisors, LLC BD affiliatedOtherSep 26, 2023Nov 13, 2023 (48 d)
Charles Paul BoinskeDimensional Fund Advisors LP asset managerModera Wealth Management, LLC independent RIAOtherSep 26, 2023Nov 14, 2023 (49 d)
Madeline Elizabeth RappDimensional Fund Advisors LP asset managerMorningstar Investment Services LLC independent RIAOtherSep 20, 2023May 1, 2024 (224 d)
Bailee Elisabeth BeauchampDimensional Fund Advisors LP asset managerReal Wealth Planning state registeredOtherSep 11, 2023Nov 16, 2023 (66 d)
Hannah Geyer RothDimensional Fund Advisors LP asset managerJfs Wealth Advisors, LLC independent RIAOtherAug 21, 2023Jan 24, 2025 (522 d)
John Oakley ResurreccionDimensional Fund Advisors LP asset managerParkwoods Wealth Partners, LLC independent RIAOtherAug 18, 2023Jan 8, 2025 (509 d)
Spencer A CuelloDimensional Fund Advisors LP asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 18, 2023Sep 1, 2023
Lana K BergsteinDimensional Fund Advisors LP asset managerTlg Advisors, Inc. BD affiliatedOtherAug 8, 2023Aug 7, 2024 (365 d)
Jeffrey Michael AntonacciDimensional Fund Advisors LP asset managerFederated Global Investment Management Corp. asset managerOtherAug 8, 2023Aug 23, 2023
Henry HolmesDimensional Fund Advisors LP asset managerCitigroup Global Markets Inc. BD affiliatedOtherAug 8, 2023Sep 22, 2025 (776 d)
Benton LowerisonDimensional Fund Advisors LP asset managerCitigroup Global Markets Inc. BD affiliatedOtherAug 8, 2023Jul 21, 2025 (713 d)
Shivani PandyaDimensional Fund Advisors LP asset managerCitigroup Global Markets Inc. BD affiliatedOtherAug 8, 2023Jul 25, 2025 (717 d)
Arley Eliu ReyesDimensional Fund Advisors LP asset managerBlackrock Investment Management, LLC otherOtherJun 27, 2023Mar 11, 2024 (258 d)
Bailey NwaozoDimensional Fund Advisors LP asset managerJ.P. Morgan Securities LLC wirehouseOtherJun 27, 2023Aug 1, 2023 (35 d)
Kacie JasonDimensional Fund Advisors LP asset managerJ.P. Morgan Securities LLC wirehouseOtherMay 31, 2023Jun 6, 2023
Daniel Pierre DebarrosDimensional Fund Advisors LP asset managerLPL Enterprise, LLC BD affiliatedOtherMay 11, 2023Apr 15, 2025 (705 d)
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148 moves match.