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

Arrivals at 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
Ian Rinaldi MoreauJohn Hancock Investment Management LLC asset managerDimensional Fund Advisors LP asset managerOtherSep 8, 2026Sep 15, 2026
Anthony James BlessingUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherJul 6, 2026Jul 7, 2026
Aranya MishraT. Rowe Price Advisory Services, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherJun 29, 2026Sep 2, 2026 (65 d)
Ethan KwonBright Road Wealth Management, LLC independent RIADimensional Fund Advisors LP asset managerOtherJun 15, 2026Jul 9, 2026
Arthur VegaInvesco Advisers, Inc. asset managerDimensional Fund Advisors LP asset managerOtherJun 1, 2026Jul 7, 2026 (36 d)
Noah AllenUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherMay 19, 2026May 19, 2026
Colin Michael RogersCreative Planning Institutional Advisors, LLC institutionalDimensional Fund Advisors LP asset managerOtherApr 1, 2026Apr 8, 2026
Paul Andrew LehmanSei Investments Management Corp mixed wealthDimensional Fund Advisors LP asset managerOtherMar 16, 2026Mar 18, 2026
Aditya Prakash KiniUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherFeb 19, 2026Feb 11, 2026
Talia WijesingheChannel Wealth, LLC independent RIADimensional Fund Advisors LP asset managerOtherFeb 12, 2026Sep 15, 2026 (215 d)
Thomas Daniel GrochalaUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherJan 26, 2026Feb 18, 2026
Katherine Emma ClarkUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherSep 29, 2025Oct 3, 2025
Naomi Carole LittenbergUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherAug 1, 2025Aug 29, 2025
Gregory Charles SensaleStephens BD affiliatedDimensional Fund Advisors LP asset managerOtherJul 17, 2025Jul 25, 2025
Kate Marie TurnerCapital Client Group, Inc. no RAUMDimensional Fund Advisors LP asset managerOtherJun 17, 2025Aug 29, 2025 (73 d)
Trenton Charles CoatsUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherJan 27, 2025Feb 12, 2025
Claire Ann PaiementD.A. Davidson & Co. independent RIADimensional Fund Advisors LP asset managerOtherJan 13, 2025Jan 10, 2025
Gavin Timothy FoxVanguard Advisers, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherJan 10, 2025Jan 13, 2025
Daniel Ryan LeuenbergerVanguard Advisers, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherNov 26, 2024Dec 18, 2024
Ashlee E SampleMorgan Stanley wirehouseDimensional Fund Advisors LP asset managerOtherNov 26, 2024Dec 12, 2024
Sean Patrick KeatingVanguard Advisers, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherNov 13, 2024Nov 13, 2024
Richard Mark HolmesKingsview Wealth Management, LLC independent RIADimensional Fund Advisors LP asset managerOtherNov 11, 2024Nov 14, 2024
Jason P ZubielColumbia Management Investment Advisers, LLC asset managerDimensional Fund Advisors LP asset managerOtherNov 2, 2024Sep 18, 2025 (320 d)
Nathaniel William KibbeUBS Financial Services Inc. wirehouseDimensional Fund Advisors LP asset managerOtherOct 31, 2024Nov 21, 2024
Rachel Lauren LoikoAdvice And Planning Services BD affiliatedDimensional Fund Advisors LP asset managerOtherOct 14, 2024Jan 17, 2025 (95 d)
Lukas James SmartBlackrock Investment Management, LLC otherDimensional Fund Advisors LP asset managerOtherMar 11, 2024Apr 9, 2024
Samuel Aaron DewittBlackrock Investment Management, LLC otherDimensional Fund Advisors LP asset managerOtherJan 25, 2024Jul 31, 2025 (553 d)
Robert D WilsonCharles Schwab & Co., Inc. national BDDimensional Fund Advisors LP asset managerOtherNov 15, 2023Dec 8, 2023
Kevin S BrownUsi Advisors institutionalDimensional Fund Advisors LP asset managerOtherNov 9, 2023Mar 25, 2024 (137 d)
Kacie JasonJ.P. Morgan Securities LLC wirehouseDimensional Fund Advisors LP asset managerOtherAug 19, 2023Sep 14, 2023
William John KluberLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherAug 4, 2023Aug 29, 2023
Samuel Thomas WehmeyerLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherJul 31, 2023Oct 4, 2023 (65 d)
Daniel Alexander MartinKestra Advisory Services, LLC BD affiliatedDimensional Fund Advisors LP asset managerOtherJul 24, 2023Aug 15, 2023
Kimberly Myers-TurnerIp Financial Advisory Services LLC BD affiliatedDimensional Fund Advisors LP asset managerOtherJul 17, 2023Sep 19, 2023 (64 d)
Devin Macgregor TurnerCompound Planning, Inc. independent RIADimensional Fund Advisors LP asset managerOtherJun 12, 2023Jun 22, 2023
Jack Austin KelleyEdward Jones national BDDimensional Fund Advisors LP asset managerOtherJun 1, 2023Jul 13, 2023 (42 d)
Cesar MagdalenoJ.P. Morgan Securities LLC wirehouseDimensional Fund Advisors LP asset managerOtherMay 26, 2023Jun 28, 2023 (33 d)
Jeffrey Brent PickeringLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherMay 9, 2023Jun 2, 2023
Barbara Golic JohnsCharles Schwab & Co., Inc. national BDDimensional Fund Advisors LP asset managerOtherDec 22, 2022Jan 25, 2023 (34 d)
Rian Tony GoulartE*Trade Capital Management, LLC independent RIADimensional Fund Advisors LP asset managerOtherNov 18, 2022Dec 16, 2022
Stephen James RossCapital Client Group, Inc. no RAUMDimensional Fund Advisors LP asset managerOtherOct 17, 2022Nov 21, 2022 (35 d)
Ameesha Purohit OuimetLPL Financial LLC independent RIADimensional Fund Advisors LP asset managerOtherSep 22, 2022Sep 28, 2022
Michael BordesNew York Life Investment Management LLC asset managerDimensional Fund Advisors LP asset managerOtherMar 18, 2022Jun 11, 2025 (1181 d)
Mark LoboscoE*Trade Capital Management, LLC independent RIADimensional Fund Advisors LP asset managerOtherMar 15, 2022Mar 22, 2022
Nicholas Thomas FontaineMorgan Stanley wirehouseDimensional Fund Advisors LP asset managerOtherMar 14, 2022Apr 5, 2022
Nicholas Andrew FaulknerBeacon Financial Strategies Corp. independent RIADimensional Fund Advisors LP asset managerOtherJan 28, 2022May 28, 2024 (851 d)
Jaie Hunter JensenVanguard Advisers, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherDec 16, 2021Nov 2, 2022 (321 d)
John Watson MeigsSei Investments Management Corp otherDimensional Fund Advisors LP asset managerOtherNov 24, 2021Feb 9, 2022 (77 d)
Ellis Curbelo JeffayVanguard Advisers, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherNov 2, 2021Mar 29, 2022 (147 d)
Austin Michael KrycCharles Schwab & Co., Inc. national BDDimensional Fund Advisors LP asset managerOtherOct 7, 2021Oct 19, 2021
Steven Dylan WilliamsLPL Financial LLC BD affiliatedDimensional Fund Advisors LP asset managerOtherSep 15, 2021Sep 20, 2021
Connor Shevlin CunninghamLord, Abbett & Co. LLC asset managerDimensional Fund Advisors LP asset managerOtherSep 14, 2021May 10, 2022 (238 d)
Anthony T MartinParkway Advisors, L.P. institutionalDimensional Fund Advisors LP asset managerOtherJul 20, 2021Apr 30, 2025 (1380 d)
John Mark WilsonEdward Jones national BDDimensional Fund Advisors LP asset managerOtherJun 24, 2021Jun 21, 2023 (727 d)
Aaron Omoaregba OtenaikePnc Managed Account Solutions, Inc. BD affiliatedDimensional Fund Advisors LP asset managerOtherJun 2, 2021Nov 10, 2025 (1622 d)
Michele Dominique ReinerCapital Client Group, Inc. no RAUMDimensional Fund Advisors LP asset managerOtherApr 12, 2021Dec 14, 2022 (611 d)
Wyatt Scott JasonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDimensional Fund Advisors LP asset managerOtherSep 11, 2020Sep 18, 2020
Ashley Elizabeth LiddellRaymond James Financial Services Advisors, Inc BD affiliatedDimensional Fund Advisors LP asset managerOtherMay 12, 2020Sep 8, 2021 (484 d)
Kevin David BechtelSimarian Enterprises LLC unclassifiedDimensional Fund Advisors LP asset managerOtherMar 17, 2020Apr 18, 2024 (1493 d)
Julianne Marie StockbauerEdward Jones national BDDimensional Fund Advisors LP asset managerOtherJan 21, 2020Feb 5, 2020
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129 moves match.