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Erik Totten
Co-Head of Independent Advisor Group at Dimensional Fund Advisors
Erik Totten, CFA, is the Co-Head of the Independent Advisor Group at Dimensional Fund Advisors, a prominent investment firm based in Austin, Texas. In his role, he oversees a team that supports a diverse range of Registered Investment Advisors (RIAs) across the United States, focusing on delivering investment solutions and fostering strong client relationships.14
Professional Background
Erik Totten has developed significant expertise in the financial advisory space. His leadership at Dimensional Fund Advisors involves guiding regional directors and ensuring that the firm's services align with the needs of independent advisors. This position highlights his commitment to enhancing the advisory experience and promoting effective investment strategies.2
Education and Credentials
As a Chartered Financial Analyst (CFA), Erik Totten possesses advanced knowledge in investment management and financial analysis, which bolsters his ability to lead within the competitive landscape of financial services.13
Location
He is based in Austin, Texas, where he continues to contribute to the growth and success of Dimensional Fund Advisors and its client base.2
Overall, Erik Totten's role and expertise position him as a key figure in the independent advisory sector, reflecting his dedication to both client service and industry leadership.