Kelly Doherty Herd

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Dfa Securities Llc
  Austin, TX

Other Businesses

Young Men's Service League; Investment related? No; National Young Men's Service League 1821 Burning Tree Ln Plano, TX 75093-2817; Educational; Board member; Assistant Treasurer; 07/01/2026; 3; 0; Assisting the Treasurer with finances or the organization. Processing check requests to reimburse members for their expenses. Paying outside parties that support our organization (web site company, vendors, etc.). Attend monthly Board Meetings for 1.5 hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-23
• S63 Uniform Securities Agent State Law Examination
  2005-11-30

Other Names

• Kelly Caprice Doherty
• Kelly Doherty