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Kyle Kenichi Ozaki

Dimensional Fund Advisors LP

Austin, TX

CRD 4258075

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Employer firm

Dimensional Fund Advisors LP CRD 106482

$1.02T regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-07-03
  • TX RA
    APPROVED
    Since 2007-07-03

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimensional Fund Advisors Lp Santa Monica CA 08/2004 Present
Other Businesses

AirBnb - Primary Residence - Started 10/2/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-05
  • S66 Uniform Combined State Law Examination
    2000-10-05

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

More in Austin, TX

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