DFA SECURITIES LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
507
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
10292
Registered since
December 4, 1981

Firm profile

FINTRX

Overview

DFA Securities LLC is organized as a limited liability company and has been SEC-registered since 1981. FINTRX classifies the firm as "Unclassified" and identifies its owner type as domestic entity/individual. The profile contains limited operational detail: fields for business activities, advisory activities, fee structure and client base are not populated in the source record. The dataset flags several operational characteristics: the firm is not designated as a capital allocator, is not listed as an active ESG investor, is not a multi-state adviser according to the record, and is not described as a pension consultant, related adviser, or newly formed adviser. Those attributes suggest DFA Securities operates in a narrowly defined role within its regulatory filings, but the lack of disclosed business and advisory details prevents a clear read on client focus or service model.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • BERNARD GRZELAK

    CFOCRD 4285750

  • ANDREW SMITH

    VP, Research - Fundamental Analyst & Chief Compliance OfficerCRD 7333443

  • GERARD O'REILLY

    Co-Chief Executive Officer, Chief Investment OfficerCRD 4982644

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Contacts

3 of 499
  • SAMUEL OLGUIN

    Regional DirectorCRD 1878546

  • RYAN CHAR

    Regional DirectorCRD 6573812

  • ERIK SCHULTE

    Vice PresidentCRD 5535738

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
6300 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth