Joel
Hefner

Dimensional Fund Advisors Lp

CRD#2209440
Investment Advisor
in Austin, TX
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About this Advisor

Joel Hefner is a chartered financial analyst working out of Austin, Texas, who has been in the industry for 20 years. Hefner is an employee of Dimensional Fund Advisors Lp. They have spent all of their career at Dimensional Fund Advisors Lp. Hefner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Texas. Dimensional Fund Advisors Lp is a registered investment company that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 financial advisors. It administers $637 billion in assets across its 465 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 465 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Dimensional Fund Advisors Lp can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

20 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

$569,308,518,012

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

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

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

Joel Hefner Work History

Joel has 20 years of experience.

1998 - Present (21 years)

Dfa Securities Inc

Disclosures

Joel Hefner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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