Ameesha Purohit Ouimet

Dimensional Fund Advisors LP

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Dimensional Fund Advisors LP

Compensation

Fee-Only (AUM)

Firm Size

235 advisors

Number of Clients

1,602 clients

Average Client Portfolio

$521.7M average

Assets Under Management

$835.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dfa Securities LLCBroker

September 2022 - Present · 3 yrs 5 mos

Dimensional Fund Advisors LP

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

LPL Financial LLCBroker

March 2022 - September 2022 · 6 mos

LPL Financial LLC

March 2022 - September 2022 · 6 mos

Kestra Advisory Services, LLC

April 2016 - February 2022 · 5 yrs 10 mos

Kestra Investment Services, LLCBroker

August 2015 - February 2022 · 6 yrs 6 mos

NFP Advisor Services, LLC

August 2015 - September 2016 · 1 yr 1 mo

J. W. Cole Advisors, INC.

January 2014 - July 2015 · 1 yr 6 mos

J.W. Cole Financial, INC.Broker

September 2013 - July 2015 · 1 yr 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.