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
Elle Page McniderDimensional Fund Advisors LP asset managerT. Rowe Price Associates, Inc. asset managerOtherMay 5, 2023Jun 12, 2023 (38 d)
Jenna Katherine SnittjerDimensional Fund Advisors LP asset managerEaton Vance Management asset managerOtherMay 5, 2023Jun 14, 2023 (40 d)
Laura VillotastellaDimensional Fund Advisors LP asset managerLPL Financial LLC BD affiliatedOtherApr 25, 2023Oct 19, 2023 (177 d)
Louise Proctor RiderDimensional Fund Advisors LP asset managerRaymond James & Associates, Inc. national BDOtherApr 11, 2023Sep 12, 2023 (154 d)
Aaron T BordersDimensional Fund Advisors LP asset managerCrossmark Global Investments, Inc. mixed wealthOtherFeb 3, 2023May 15, 2023 (101 d)
Hannah Clare WeaverDimensional Fund Advisors LP asset managerPerspective Wealth Partners, LLC independent RIAOtherJan 3, 2023Feb 8, 2023 (36 d)
Mark LoboscoDimensional Fund Advisors LP asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherDec 8, 2022Sep 22, 2023 (288 d)
Will Doc WoodsonDimensional Fund Advisors LP asset managerPgim Investments LLC asset managerOtherNov 16, 2022Aug 28, 2024 (651 d)
Gareth William VazDimensional Fund Advisors LP asset managerCharles Schwab & Co., Inc. national BDOtherSep 21, 2022Dec 9, 2022 (79 d)
Andrew Scott LamDimensional Fund Advisors LP asset managerStrategent Financial, LLC independent RIAOtherSep 21, 2022Nov 15, 2022 (55 d)
Rebecca WhitesDimensional Fund Advisors LP asset managerArk Wealth Management independent RIAOtherSep 12, 2022Oct 23, 2022 (41 d)
Kevin R TiernanDimensional Fund Advisors LP asset managerMaslow Wealth Advisors independent RIAOtherSep 8, 2022Sep 27, 2022
Angella Izumi WelcomeDimensional Fund Advisors LP asset managerKestra Advisory Services, LLC BD affiliatedOtherSep 2, 2022Sep 16, 2022
Grant Avery SpencerDimensional Fund Advisors LP asset managerPrime Capital Financial mixed wealthOtherJun 28, 2022Jun 29, 2022
Katharine Lynn NewellDimensional Fund Advisors LP asset managerJ.P. Morgan Securities LLC wirehouseOtherJun 27, 2022Jul 23, 2024 (757 d)
Tanner ButtonDimensional Fund Advisors LP asset managerRussell Investments otherOtherJun 23, 2022Jul 22, 2022
John Robin StewartDimensional Fund Advisors LP asset managerTrb Wealth Management, LLC independent RIAOtherMay 25, 2022Aug 9, 2022 (76 d)
Rachael Mcclain LevineDimensional Fund Advisors LP asset managerPeltoma Capital Partners independent RIAOtherMay 18, 2022Nov 7, 2023 (538 d)
Molly Bell JohnsonDimensional Fund Advisors LP asset managerRaymond James & Associates, Inc. national BDOtherApr 6, 2022Jan 2, 2024 (636 d)
Taylor HowardDimensional Fund Advisors LP asset managerBrandes Investment Partners, LP otherOtherMar 25, 2022Apr 19, 2022
Dana Michelle CalcoteDimensional Fund Advisors LP asset managerVirtus Investment Advisers, LLC asset managerOtherMar 21, 2022Jan 23, 2023 (308 d)
Jonesy Nicole ChauvotDimensional Fund Advisors LP asset managerHill Investment Group independent RIAOtherFeb 24, 2022Mar 29, 2024 (764 d)
Michael Joseph IoffredoDimensional Fund Advisors LP asset managerLPL Financial LLC independent RIAOtherFeb 3, 2022May 17, 2022 (103 d)
Matthew Robert MccrearyDimensional Fund Advisors LP asset managerDarrow Wealth Management independent RIAOtherJan 27, 2022Jun 6, 2022 (130 d)
Kelly Michelle KlingamanDimensional Fund Advisors LP asset managerKelly Klingaman Financial Planning LLC state registeredOtherJan 26, 2022Jan 28, 2022
Thomas Patrick CanalsDimensional Fund Advisors LP asset managerO'Shaughnessy Asset Management, LLC mixed wealthOtherJan 6, 2022Sep 9, 2022 (246 d)
Kyle Ellis PortnoyDimensional Fund Advisors LP asset managerCresvita Capital state registeredOtherNov 12, 2021Nov 12, 2024 (1096 d)
James Gregory CharlesDimensional Fund Advisors LP asset managerSanctuary Financial Planning, LLC independent RIAOtherAug 13, 2021Apr 10, 2023 (605 d)
Alyssa Rose Hinojosa CalhounDimensional Fund Advisors LP asset managerCam Investor Solutions independent RIAOtherJun 14, 2021Jun 2, 2021
Stephen RodriguezDimensional Fund Advisors LP asset managerJ.P. Morgan Securities LLC wirehouseOtherJun 4, 2021Jul 23, 2021 (49 d)
Andrew James KelchDimensional Fund Advisors LP asset managerHightower Advisors, LLC BD affiliatedOtherJun 2, 2021Jun 9, 2021
Camelia Picardi HegartyDimensional Fund Advisors LP asset managerNeuberger Berman Bd LLC no RAUMOtherJun 2, 2021Jun 30, 2021
Jacob DowningDimensional Fund Advisors LP asset managerExencial Wealth Advisors independent RIAOtherMay 12, 2021May 13, 2021
Christian Frederick BoinskeDimensional Fund Advisors LP asset managerO'Shaughnessy Asset Management, LLC mixed wealthOtherMay 12, 2021Jan 27, 2023 (625 d)
Rose Catherine CookeDimensional Fund Advisors LP asset managerMercer Global Advisors Inc. independent RIAOtherMay 6, 2021Apr 29, 2026 (1819 d)
Lukas James SmartDimensional Fund Advisors LP asset managerDimensional Smartnest (US) LLC otherOtherFeb 25, 2021Dec 2, 2013
William MerchadDimensional Fund Advisors LP asset managerMaven Wealth Management unclassifiedOtherFeb 22, 2021May 27, 2021 (94 d)
Nathan Roland DutzmannDimensional Fund Advisors LP asset managerRound Table Investment Strategies, LLC state registeredOtherJan 28, 2021Feb 5, 2021
Ashley Jordan LeggDimensional Fund Advisors LP asset managerCatalyst Private Wealth, LLC independent RIAOtherNov 10, 2020Dec 3, 2020
Sarah Joy PonderDimensional Fund Advisors LP asset managerReal Wealth Planning state registeredOtherOct 15, 2020Nov 10, 2020
Lauren BarnettDimensional Fund Advisors LP asset managerHightower Advisors, LLC BD affiliatedOtherAug 26, 2020Feb 16, 2022 (539 d)
Sierra Marie ButlerDimensional Fund Advisors LP asset managerMerriman independent RIAOtherAug 13, 2020Aug 24, 2020
Julianne Marie StockbauerDimensional Fund Advisors LP asset managerEdward Jones national BDOtherJul 9, 2020Oct 15, 2020 (98 d)
Andrew Morgan RichardsonDimensional Fund Advisors LP asset managerMonument Group Wealth Advisors, LLC independent RIAOtherDec 17, 2019Feb 12, 2020 (57 d)
William Courtney LeffallDimensional Fund Advisors LP asset managerSvb Investment Services Inc. independent RIAOtherOct 2, 2019Mar 17, 2021 (532 d)
Jeffrey Christopher BrewerDimensional Fund Advisors LP asset managerSurepath Wealth Management unclassifiedOtherOct 1, 2019Apr 8, 2020 (190 d)
Jenny G DavisDimensional Fund Advisors LP asset managerEdward Jones national BDOtherSep 30, 2019Oct 7, 2019
Olivian Traian PitisDimensional Fund Advisors LP asset managerDowling & Yahnke, LLC independent RIAOtherAug 14, 2019Sep 16, 2019 (33 d)
Iwona CholewaDimensional Fund Advisors LP asset managerHemington Wealth Management independent RIAOtherApr 29, 2019May 2, 2019
William SeyfarthDimensional Fund Advisors LP asset managerGoldman Sachs Wealth Services, L.P. BD affiliatedOtherMar 29, 2019Aug 30, 2019 (154 d)
Clayton BooneDimensional Fund Advisors LP asset managerAustin Asset independent RIAOtherMar 27, 2019Apr 10, 2019
Kamila Ann ElliottDimensional Fund Advisors LP asset managerIndependent Advisor Alliance, LLC independent RIAOtherFeb 8, 2019Apr 4, 2019 (55 d)
Jeffrey Lawrence PierceDimensional Fund Advisors LP asset managerWipfli Financial Advisors, LLC independent RIAOtherFeb 8, 2019Feb 25, 2019
James Edward McdowellDimensional Fund Advisors LP asset managerCharles Schwab & Co., Inc. national BDOtherJan 30, 2019Nov 4, 2020 (644 d)
Duane Robert MattsonDimensional Fund Advisors LP asset managerLion Street Advisors, LLC BD affiliatedOtherOct 10, 2018Jan 7, 2021 (820 d)
Davis Winston GreenDimensional Fund Advisors LP asset managerKestra Advisory Services, LLC BD affiliatedOtherOct 2, 2018Nov 20, 2018 (49 d)
Amy Marie ParksDimensional Fund Advisors LP asset managerThe Mather Group, LLC independent RIAOtherAug 28, 2018Feb 6, 2019 (162 d)
Colin KampfeDimensional Fund Advisors LP asset managerBrown Advisory mixed wealthOtherJul 3, 2018Jun 11, 2019 (343 d)
Michael Farrin LaneDimensional Fund Advisors LP asset managerDimensional Smartnest (US) LLC otherOtherApr 30, 2018Sep 4, 2012
Dale Miles SkogstadDimensional Fund Advisors LP otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherMar 28, 2018Apr 6, 2018
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148 moves match.