Trace O'neil Williams
Investment adviser representative at Dimensional Fund Advisors LP
13 yearsExperience
1 stateRegistered in
CFADesignation
$1TFirm assets
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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
13 years in the industry.
- Dimensional Fund Advisors LPSep 2017 to now
- Bank of America, N.A.Apr 2015 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2013 to Sep 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State 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
- 6187516
- Firm CRD
- 106482