John
Dashtara

Dimensional Fund Advisors Lp

CRD#4708671
Investment Advisor
in Austin, TX
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About this Advisor

John Dashtara is a chartered financial analyst based in Austin, Texas, with 10 years in the industry. Dashtara is on the advisory team at Dimensional Fund Advisors Lp. During their career, the advisor has held roles at Dimensional Fund Advisors, Wells Canning and Blackrock. Dashtara maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in Texas. Dimensional Fund Advisors Lp is a financial advisory company based in Austin, Texas. The firm has offices in two locations and a total of 863 people on staff. It handles $637 billion in assets between its 465 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 465 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a diverse array 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 for financial management vary depending on the financial services offered. However, fees billed by Dimensional Fund Advisors Lp can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

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

$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 10 years of experience.

2013 - Present (6 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.

This content was compiled from the SEC and FINRA.

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