Weideng
He

Dimensional Fund Advisors Lp

CRD#6434895
Investment Advisor
in Austin, TX

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About this Advisor

Weideng He is an investment advisor in Austin, Texas. Currently an investment advisor with Dimensional Fund Advisors Lp, they have accumulated 10 years of professional experience in the financial advisory industry. He maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. He can work with clients based out of Texas. Throughout their career, they have worked at Barclays Capital and Dimensional Fund Advisors. Dimensional Fund Advisors Lp is located in Austin, Texas, and operates out of two other locations throughout the country. In total, Dimensional Fund Advisors Lp oversees $663 billion in assets covering 462 accounts and employs more than 1,050 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Dimensional Fund Advisors Lp provides 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 may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

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

Weideng He Work History

Weideng has 10 years of experience.

2014 - Present (6 years)

Dimensional Fund Advisors

2010 - 2014 (4 years)

Barclays Capital

Disclosures

Weideng He has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Weideng He
Austin, TX
Johnathon Dekinder
Austin, TX
Colin Allen
Santa Monica, CA
Wei Dai
Austin, TX
Rose Cooke
Austin, TX
Angella Welcome
Austin, TX
Erin Searl
Austin, TX
Lauren Olson
Charlotte, NC

This content was compiled from the SEC and FINRA.

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