Rebecca
Eby

Dimensional Fund Advisors Lp

CRD#6286462
Investment Advisor
in Austin, TX

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About this Advisor

Rebecca Eby is a financial advisor working out of Austin, Texas, who has 10 years of financial industry experience. Eby currently works for Dimensional Fund Advisors Lp. Their career trajectory has included roles at Bank Of Tokyo-Mitsubishi Ufj, LTD, Citigroup, Btmu Securties, Inc, Dimensional Fund Advisors and The University Of Chicago Booth School Of Business. Eby maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment firm headquartered in Austin, Texas. It has offices in two locations and a total of 1,050 employees. It handles $663 billion in assets under management between its 462 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 462 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number 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 vary depending on the type of financial services. However, fees billed by Dimensional Fund Advisors Lp most likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

Rebecca Eby Work History

Rebecca has 10 years of experience.

2018 - Present (3 years)

Dimensional Fund Advisors

2016 - 2018 (2 years)

The University Of Chicago Booth School Of Business

2013 - 2016 (3 years)

Bank Of Tokyo-Mitsubishi Ufj, LTD

2013 - 2016 (3 years)

Btmu Securties, Inc

2010 - 2013 (3 years)

Citigroup

Disclosures

Rebecca Eby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Lindsey Dodd
Austin, TX
William Merchad
Austin, TX
Paul Leblanc
Austin, TX
Richard Cunningham
Austin, TX
Madeline Rapp
Austin, TX
Angella Welcome
Austin, TX
Shivani Pandya
Austin, TX
Lauren Olson
Charlotte, NC

This content was 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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