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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOOTH, DAVID, GILBERT | I | CHAIRMAN AND PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | CHAIRMAN AND PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | CHAIRMAN AND PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | CHAIRMAN AND PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | CHAIRMAN AND PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | PRESIDENT | NA | Control |
| BOOTH, DAVID, GILBERT | I | PRESIDENT | NA | Control |
| CHEN, PENG | I | CHAIRMAN | NA | Control |
| CHEN, PENG | I | CHAIRMAN | NA | Control |
| CHEN, PENG | I | CHAIRMAN | NA | Control |
| CHEN, PENG | I | CHAIRMAN | NA | Control |
| CHEN, PENG | I | CHAIRMAN | NA | Control |
| CHEN, PENG | I | CHAIRMAN | NA | Control |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| CROSSAN, CHRISTOPHER, SCOTT | I | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | NA | |
| DEMING, DAVID, HEPBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEMING, DAVID, HEPBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEMING, DAVID, HEPBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEMING, DAVID, HEPBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DEMING, DAVID, HEPBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANE, MICHAEL, FARRIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANE, MICHAEL, FARRIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANE, MICHAEL, FARRIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANE, MICHAEL, FARRIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANE, MICHAEL, FARRIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANE, MICHAEL, FARRIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| MARTIN, DAVID, ROBERT | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | NA | |
| NANCE, HOLLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| NANCE, HOLLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| NANCE, HOLLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| NEWELL, CATHERINE, LEE | I | VICE PRESIDENT AND SECRETARY | NA | |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
| DIMENSIONAL SMARTNEST LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL FUND ADVISORS LP | DE | DIMENSIONAL SMARTNEST LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS INC | DE | DIMENSIONAL HOLDINGS LLC | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| DIMENSIONAL HOLDINGS LLC | DE | DIMENSIONAL FUND ADVISORS LP | E | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
| BOOTH, DAVID, GILBERT | I | DIMENSIONAL HOLDINGS INC | C | Control |
Registrations
Federal
IA
Feb 25, 2014 REGISTERED
Notice Filings (3)
MA NY TX
Address
6300 BEE CAVE ROADBUILDING ONE
AUSTIN, TX 78746
United States
Phone: 1-512-306-7400