David
Campbell

Dimensional Fund Advisors Lp

CRD#2658694
Investment Advisor
in Austin, TX

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About this Advisor

David Campbell is a financial advisor working in Austin, Texas, who has been in the industry for 10 years. Campbell is an employee of Dimensional Fund Advisors Lp. They have been employed by Dimensional Fund Advisors Lp for the entirety of their career. Campbell maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Dimensional Fund Advisors Lp is a company that has its headquarters in Austin, Texas. The firm has offices in two locations and a total of 1,050 employees. It oversees $663 billion in total assets between its 462 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 462 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Dimensional Fund Advisors Lp offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the financial services offered. Fees charged by Dimensional Fund Advisors Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

TX Average: $3,042,739,679
Total Number of Employees

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Campbell Work History

David has 10 years of experience.

2010 - Present (12 years)

Dimensional Fund Advisors Lp

Disclosures

David Campbell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Kevin Yuan
Austin, TX
Johnathon Dekinder
Austin, TX
Austin Rosenthal
Austin, TX
John Crill
Austin, TX
Lauren Peiffer
Austin, TX
Chelsea Carbonel
Austin, TX
Weideng He
Austin, TX
David Campbell
Austin, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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