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Jack Beiter

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 LPAug 2025 to now
  2. Dimensional Fund AdvisorsJun 2024 to Aug 2024
  3. TacodeliJun 2023 to Aug 2023
  4. Querencia At Braton Creek, Senior Living CommunityJun 2022 to Aug 2022
  5. John Carroll UniversityAug 2021 to May 2025
  6. Papa Noel Christmas Tree FarmNov 2019 to Dec 2019
  7. St. Michaels Catholic AcademyAug 2017 to May 2021
  8. Lifeguard4hireJun 2017 to Aug 2018
  9. St. Gabriels Catholic SchoolAug 2015 to May 2017

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
8149623
Firm CRD
106482
Advisor's SEC record (opens in a new tab)
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