Kate Marie Turner
Investment adviser representative at Dimensional Fund Advisors LP
12 yearsExperience
1 stateRegistered in
$1TFirm assets
45 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Dimensional Fund Advisors LPAug 2025 to now
- Capital Group / Capital Client Group, Inc.Jan 2022 to Jun 2025
- American FundsApr 2017 to Jan 2022
- AIGMay 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dimensional Fund Advisors LP
$1TAssets managed
2,311Clients
255Advisers
45 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5978866
- Firm CRD
- 106482