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Matthew Raith

Investment adviser representative at Dimensional Fund Advisors LP
11 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

11 years in the industry.

  1. Dimensional Fund Advisors LLCJan 2025 to now
  2. Bank of AmericaJul 2023 to Dec 2024
  3. Bank of AmericaJun 2022 to Aug 2022
  4. Steen's Beach ServiceJun 2021 to Aug 2022
  5. Steen's Beach ServiceJun 2020 to Aug 2020
  6. University of FloridaAug 2019 to May 2023
  7. Steen's Beach ServiceJun 2019 to Aug 2019
  8. Steen's Beach ServiceJun 2018 to Aug 2018
  9. Steen's Beach ServiceJun 2017 to Aug 2017
  10. Garnet Valley High SchoolJan 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8023479
Firm CRD
106482
Advisor's SEC record (opens in a new tab)
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