John
Dashtara

Dimensional Fund Advisors Lp

CRD#4708671
Investment Advisor
in Austin, TX

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About this Advisor

John Dashtara is a financial advisor whose office is in Austin, Texas. Currently an investment advisor at Dimensional Fund Advisors Lp, they have accumulated 10 years of professional experience as a financial advisor. Dashtara has Series 66 and Series 63 licenses, designating them as a securities representative. Dashtara is registered to operate in Texas. During their career, the advisor has held roles at Dimensional Fund Advisors, Wells Canning and Blackrock. Dimensional Fund Advisors Lp is based out of Austin, Texas, and has two other offices across the United States. In aggregate, Dimensional Fund Advisors Lp manages $569 billion in assets throughout 468 client accounts and employs more than 1,001 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Dimensional Fund Advisors Lp offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

11 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

John Dashtara Work History

John has 11 years of experience.

2013 - Present (7 years)

Dimensional Fund Advisors

2011 - 2013 (2 years)

Blackrock

2009 - 2011 (2 years)

Wells Canning

Disclosures

John Dashtara has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Stephen Rodriguez
Austin, TX
Marcus Axthelm
Austin, TX
Molly Johnson
Austin, TX
Samuel Gillespie
Austin, TX
Scott Mardy
Austin, TX
Harry Powell
Austin, TX
Louise Proctor
Austin, TX
Jeromey Thornton
Austin, TX

This content was compiled from the SEC and FINRA.

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