Samuel A. Dewitt

DIMENSIONAL FUND ADVISORS LP

Austin, TX 78746

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CRD#: 5998828

Professional summary

Samuel Aaron Dewitt, who also goes by Sam A Dewitt, Samuel A Dewitt, Samuel Dewitt, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas and DFA SECURITIES LLC located in Santa Monica, California.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Samuel has worked at 7 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam A Dewitt | Samuel A Dewitt | Samuel Dewitt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Aaron Dewitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 31, 2025 - Present

DIMENSIONAL FUND ADVISORS LP

Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746

RIA

CRD#: 106482

Austin, TX

Current

August 26, 2025 - Present

DFA SECURITIES LLC

Office #1: 1299 Ocean Avenue, Santa Monica, CA 90401

CRD#: 10292

Santa Monica, CA

Past

November 2, 2021 - January 25, 2024

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

San Francisco, CA

Past

November 2, 2021 - January 25, 2024

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

SAN FRANCISCO, CA

Past

November 12, 2020 - October 11, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WALNUT CREEK, CA

Past

March 10, 2020 - October 11, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WALNUT CREEK, CA

Past

October 3, 2016 - December 15, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

September 30, 2016 - December 15, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

December 19, 2014 - August 15, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

December 17, 2014 - August 15, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

December 10, 2012 - January 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PLANTATION, FL

Past

December 7, 2012 - January 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PLANTATION, FL

Past

January 18, 2012 - July 31, 2012

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

TYSONS CORNER, VA

Past

December 23, 2011 - July 31, 2012

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

TYSONS CORNER, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA

Registered Investment Advisory firm - (8/26/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/28/2025)

Alaska
(9/2/2025)

Arizona
(9/5/2025)

Arkansas
(9/3/2025)

California
(8/27/2025)

Colorado
(8/27/2025)

Connecticut
(8/28/2025)

Delaware
(8/28/2025)

District of Columbia
(8/29/2025)

Florida
(8/27/2025)

Georgia
(8/27/2025)

Idaho
(8/26/2025)

Illinois
(8/28/2025)

Indiana
(8/29/2025)

Iowa
(8/28/2025)

Kansas
(8/27/2025)

Kentucky
(9/2/2025)

Louisiana
(8/28/2025)

Maine
(8/29/2025)

Maryland
(8/28/2025)

Massachusetts
(8/27/2025)

Michigan
(8/28/2025)

Minnesota
(8/28/2025)

Mississippi
(8/28/2025)

Missouri
(8/29/2025)

Montana
(8/26/2025)

Nebraska
(8/26/2025)

Nevada
(8/28/2025)

New Hampshire
(9/2/2025)

New Jersey
(8/28/2025)

New Mexico
(8/28/2025)

New York
(8/28/2025)

North Carolina
(8/28/2025)

North Dakota
(9/2/2025)

Ohio
(8/27/2025)

Oklahoma
(9/2/2025)

Oregon
(8/28/2025)

Pennsylvania
(8/27/2025)

Rhode Island
(9/2/2025)

South Carolina
(9/3/2025)

South Dakota
(8/28/2025)

IAR

Texas
(7/31/2025)

Texas
(8/26/2025)

Utah
(8/27/2025)

Vermont
(8/28/2025)

Virginia
(8/28/2025)

Washington
(8/27/2025)

West Virginia
(9/4/2025)

Wisconsin
(8/26/2025)

Wyoming
(8/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/9/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA

Registered Investment Advisory firm - (8/26/1981 Approved)

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Contact information

Main Address

6300 Bee Cave Road Building One, Austin, TX 78746

Mailing Address

Phone number

(512) 306-7400

Established

Firm type

Fiscal year end

# of Employees

1,135

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIMENSIONAL FUND ADVISORS LP FORM ADV PART 2A - ANNUAL AMENDMENT DATED MARCH 31, 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,611
AUM (Assets Under Management)	$ 835,713,261,770

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Samuel A. Dewitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Aaron Dewitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFA SECURITIES LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

DIMENSIONAL FUND ADVISORS LP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2020

Series 63

Date: 10/9/2020

Series 66

Date: 1/9/2012

SIE

Date: 12/15/2017

Series 7

Date: 12/22/2011

FINRA

Current Firm

DIMENSIONAL FUND ADVISORS LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIMENSIONAL FUND ADVISORS LP

TRUST BUT VERIFY

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