DFA Securities LLC

Broker-DealerFINRA MemberEst. 1981

Total AUM

—

Advisory reps

505

Avg account

Firm details

Headquarters: Austin, Texas
CRD number: 10292
Registered since: December 4, 1981
Website: www.dimensional.com

Firm profile

FINTRX

Overview

DFA Securities LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 1981. The data records the firm's ownership as a combination of a domestic entity and an individual. FINTRX classifies the firm as "unclassified" and flags it as not acting as a capital allocator. The profile also notes the firm is not identified as an active ESG investor, not designated a multi-state adviser, not a pension consultant, and not a related adviser. The available metadata is limited to registration and operational flags; FINTRX does not provide detailed descriptions of advisory services, client segments, or fee arrangements for this entity.

Location & Offices

Read the full firm profile in FINTRX →

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