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Anna Laurel Gilliatt

Investment adviser representative at Dimensional Fund Advisors LP
10 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

10 years in the industry.

  1. Dimensional Fund Advisors LPAug 2023 to now
  2. Northwestern Mutual Investment Services LLCMay 2022 to Aug 2023
  3. Northwestern Mutual Life Insurance CompanyAug 2021 to Aug 2023
  4. HG Sply CoJun 2020 to Aug 2020
  5. Marriott InternationalJun 2020 to Aug 2020
  6. Touchstone Golf LLCAug 2019 to Oct 2019
  7. Marriott InternationalJun 2019 to Aug 2019
  8. Trinity UniversityAug 2018 to May 2022
  9. Cafe ExpressMay 2017 to Aug 2018
  10. Carroll IsdAug 2016 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

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
7418748
Firm CRD
106482
Advisor's SEC record (opens in a new tab)
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