Lukas
Smart

Dimensional Fund Advisors Lp

CRD#4427237
Investment Advisor
in Austin, TX

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About this Advisor

Lukas Smart is a financial advisor based in Austin, Texas, working with Dimensional Fund Advisors Lp. Lukas has previously held positions at Dimensional Fund Advisors, Blackrock Investments LLC, Blackrock, and Dimensional Fund Advisors LLC. Lukas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lukas is part of Dimensional Fund Advisors Lp, which operates out of Austin, Texas. The firm has 2 offices and 1,166 employees. The firm manages assets totaling $749.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Dimensional Fund Advisors Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

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, Performance-based Fees

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

$749,622,475,396

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

1,166

TX Average: 49
Total Number of Accounts

1,153

TX Average: 2,315
Average Account Size

$650,149,588

TX Average: $1,314,358

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

Lukas Smart Work History

2024 - Present (0 year)

Dimensional Fund Advisors LLC

2021 - Present (3 years)

Blackrock Investments LLC

2021 - Present (3 years)

Blackrock

2007 - 2021 (14 years)

Dimensional Fund Adviors

Disclosures

Please visit the SEC profile of Lukas Smart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dimensional Fund Advisors Lp

Steven Williams
Charlotte, NC
Olivia Sjostrom
Austin, TX
Douglas Head
Austin, TX
Lauren Rishel
Austin, TX
Daniel Jeffries
Austin, TX
Brittanie Bailor
Austin, TX
Jaie Jensen
Austin, TX
Courtney Scott
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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