DIMENSIONAL SMARTNEST (US) LLC
CRD #155539 SEC #801-71943 AUSTIN, TX 1-512-306-7400
SEC Registered
Total AUM
$13.2M
Discretionary
$13.2M
Employees
18
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $32M | $32M | $0 | 14 | 100 |
| Feb 2014 | $13.2M | $13.2M | $0 | 18 | 1 |
| Jan 2014 | $13.2M | $13.2M | $0 | 18 | 1 |
| May 2013 | $13.2M | $13.2M | $0 | 18 | 1 |
| Apr 2013 | $11.9M | $11.9M | $0 | 17 | 1 |
| Aug 2012 | $5.4M | $5.4M | $0 | 6 | 1 |
| Mar 2012 | $5.4M | $5.4M | $0 | 6 | 1 |
| Mar 2012 | $5.4M | $5.4M | $0 | 6 | 1 |
| Jun 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Oct 2010 | $0 | $0 | $0 | 10 | -- |
DateMar 2014
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees14
Clients100
DateFeb 2014
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees18
Clients1
DateJan 2014
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees18
Clients1
DateMay 2013
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees18
Clients1
DateApr 2013
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees17
Clients1
DateAug 2012
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees6
Clients1
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--