DFA Securities LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 10292
- Registered since
- December 4, 1981
- Website
- www.dimensional.com
Firm profile
FINTRXOverview
DFA Securities LLC is organized as a limited liability company and has been SEC-registered since 1981. The ownership is listed as a combination of a domestic entity and an individual. The firm's snapshot classification is "Unclassified" in the source, and it is not identified as a capital allocator or an active ESG investor. The record also indicates the firm is not designated as a multi-state adviser, is not newly formed, and does not serve as a pension consultant or a related adviser. The source does not provide descriptions of the firm's advisory services, client segments, fee schedules, investment philosophy, or business affiliations. That lack of core disclosures limits what can be said about how the firm sources managers, constructs portfolios, or positions itself in the market.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Contacts
3 of 500
Samuel Olguin
Regional DirectorCRD 1878546

Ryan Char
Regional DirectorCRD 6573812

Erik Schulte
Vice PresidentCRD 5535738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Natalliance Securities, LLC
Broker-DealerAustin, TX
Affiliated Bankers Capital, L.L.C.
Broker-DealerAustin, TX
Capital Hill Group, Inc.
Broker-DealerAustin, TX
First Public, LLC
Broker-DealerAustin, TX
Stonecrest Capital Markets, Inc.
Broker-DealerAustin, TX
Nextrend Securities, Inc.
Broker-DealerAustin, TX