Ethan Kwon
Investment adviser representative at Dimensional Fund Advisors LP
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Dimensional Fund Advisors LPJun 2026 to now
- Bright Road Wealth ManagementOct 2024 to Jun 2026
- Bright Road Wealth ManagementJun 2021 to Sep 2024
- YmcaJan 2021 to Sep 2021
- Municipality of AnchorageJul 2018 to Aug 2018
- N/aJan 2014 to May 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
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
- 7987413
- Firm CRD
- 106482