Scott
Bosworth

Dimensional Fund Advisors Lp

CRD#2164231
Investment Advisor
in Austin, TX
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About this Advisor

Scott Bosworth is a chartered financial analyst based out of Austin, Texas, who has been in the industry for 22 years. Bosworth works at Dimensional Fund Advisors Lp. They have been employed by Dimensional Fund Advisors Lp for their total career. Bosworth has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Dimensional Fund Advisors Lp is an advisory company that has its headquarters in Austin, Texas. It has offices in two locations and a total of 863 financial advisors. It has $637 billion in total assets between its 465 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 465 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a broad 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. A financial advisor's fees vary depending on the type of services. However, fees charged by Dimensional Fund Advisors Lp likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

22 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

Scott Bosworth Work History

Scott has 22 years of experience.

1996 - Present (23 years)

Dfa Securities Inc

Disclosures

Scott Bosworth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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