Investment adviser · CRD 155539

DIMENSIONAL SMARTNEST (US) LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Mar 31, 2014

Regulatory AUM
$32M
Form ADV · Item 5.F
Client accounts
144
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

6300 BEE CAVE ROAD, BUILDING ONE
AUSTIN, TX, 78746, United States

CRD 155539

Filing source

Form ADV 801790 · Mar 31, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.