DIMENSIONAL FUND ADVISORS LP logo

DIMENSIONAL FUND ADVISORS LP

51 Marks
LP
First Filed:Apr 30, 1992Latest Filed:Feb 17, 2026Address:6300 Bee Cave Road, Building One, Austin, TX 78746

Portfolio Overview

Registered
23(45%)
Pending
4(8%)
Dead
24(47%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
45(88%)
Class 41
Education and Entertainment
9(18%)
Class 35
Advertising, Business Services & Retail
2(4%)

TTAB Proceedings

Total Proceedings
6
As Plaintiff
4(67%)
As Defendant
2(33%)

Top Firms

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Trademark Activity Timeline(1992 – 2026)

Trademark Portfolio

51 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
STAY CALM INVESTING
STAY CALM INVESTING
Service Mark
Word
PENDING
Owner:
Serial:99656943
Filed:Feb 17, 2026
Classes:36, 41
Goods & Services
Class 036: Investment management services; Financial advice and consultancy services; Financial services, namely, wealth management services; Providing online financial information in the field of investing and financial wellness; Class 041: Entertainment services, namely, providing podcasts in the field of investing; Entertainment services, namely, providing podcasts in the field of financial headlines; Providing education courses in the field of investing and financial headlines offered through online, non-downloadable videos and instructor assistance
THE INFORMED INVESTOR
THE INFORMED INVESTOR
Service Mark
Word
PENDING
Owner:
Serial:99283724
Filed:Jul 15, 2025
Classes:36, 41
Goods & Services
Entertainment services, namely, providing podcasts in the field of investing; Entertainment services, namely, providing podcasts in the field of financial headlines; Providing education courses in the field of investing and financial headlines offered through online, non-downloadable videos and instructor assistance; Investment management services; Financial advice and consultancy services; Financial services, namely, wealth management services; Providing online financial information in the field of investing and financial wellness
THE SMART MARKET MINUTE
THE SMART MARKET MINUTE
Service Mark
Word
PENDING
Owner:
Serial:99283736
Filed:Jul 15, 2025
Classes:36, 41
Goods & Services
Entertainment services, namely, providing podcasts in the field of investing; Entertainment services, namely, providing podcasts in the field of financial headlines; Providing education courses in the field of investing and financial headlines offered through online, non-downloadable videos and instructor assistance; Investment management services; Financial advice and consultancy services; Financial services, namely, wealth management services; Providing online financial information in the field of investing and financial wellness
THE TRANSFORMED INVESTOR
THE TRANSFORMED INVESTOR
Service Mark
Word
PENDING
Owner:
Serial:99283730
Filed:Jul 15, 2025
Classes:36, 41
Goods & Services
: Entertainment services, namely, providing podcasts in the field of investing; Entertainment services, namely, providing podcasts in the field of financial headlines; Providing education courses in the field of investing and financial headlines offered through online, non-downloadable videos and instructor assistance; : Investment management services; Financial advice and consultancy services; Financial services, namely, wealth management services; Providing online financial information in the field of investing and financial wellness
LIFE, INVESTED
LIFE, INVESTED
Service Mark
Word
REGISTERED
Owner:
Serial:98354344
Filed:Jan 12, 2024
Classes:36, 41
Registration:8036367
Registered:Nov 25, 2025
Goods & Services
Educational counseling services, namely, providing online information in the field of investing and financial wellness; Investment management services; Financial advice and consultancy services; Financial services, namely, wealth management services; Providing online financial information in the field of investing and financial wellness; "INVESTED"
GOING BEYOND INDEXING
GOING BEYOND INDEXING
Service Mark
Word
REGISTERED
Owner:
Serial:97519840
Filed:Jul 26, 2022
Classes:36
Registration:7220142
Registered:Nov 14, 2023
Goods & Services
Investment management services; financial research services; investment advisory services; global investment research services; investment risk assessment services; investment consultancy services; investment consultation services; financial investment analysis and stock research; advice relating to investments; information, advisory, consultancy and research services relating to finance and investments; providing information, commentary and advice in the field of finance, financial investments and financial valuations
GO BEYOND INDEXING
GO BEYOND INDEXING
Service Mark
Word
REGISTERED
Owner:
Serial:97409126
Filed:May 13, 2022
Classes:36
Registration:6897228
Registered:Nov 8, 2022
Goods & Services
Investment management services; financial research services; investment advisory services; global investment research services; investment risk assessment services; investment consultancy services; investment consultation services; financial investment analysis and stock research; advice relating to investments; information, advisory, consultancy and research services relating to finance and investments; providing information, commentary and advice in the field of finance, financial investments and financial valuations | Business training; educational services, namely, conducting classes, seminars, workshops, non-downloadable webinars, podcasts, conferences, and presentations in the field of investment advisor training; training services in the field of investment advisor communications
FUTURE FIRM
FUTURE FIRM
Service Mark
Word
ABANDONED
Owner:
Serial:97039031
Filed:Sep 22, 2021
Classes:35
Goods & Services
"FIRM"
DIMENSIONAL SMA
DIMENSIONAL SMA
Service Mark
Word
ABANDONED
Owner:
Serial:97001621
Filed:Aug 30, 2021
Classes:36
Goods & Services
"SMA"
DSMA
DSMA
Service Mark
Word
ABANDONED
Owner:
Serial:97001616
Filed:Aug 30, 2021
Classes:36
DIMENSIONAL 360
DIMENSIONAL 360
Trademark
Word
REGISTERED
Owner:
Serial:90576585
Filed:Mar 12, 2021
Classes:36
Registration:7115954
Registered:Jul 18, 2023
Goods & Services
Downloadable educational course materials in the field of investment advisory services | Production of advertising materials; distribution of advertising materials; conducting business research and surveys; preparation of business surveys; preparation of marketing surveys; conducting business and market research surveys | Investment management services; financial research services; investment advisory services; global investment research services; investment risk assessment services; investment consultancy services; investment consultation services; financial investment analysis and stock research; advice relating to investments; information, advisory, consultancy and research services relating to finance and investments; providing information, commentary and advice in the field of finance, financial investments and financial valuations | Business training; consulting services in the field of investment advisor training; leadership development training in the field of investment advisory services; conducting of business conferences in the field of investment advisory services; arranging and conducting of conferences in the field of investment advisory services; conducting of educational conferences in the field of investment advisory services; educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of investment advisory services; educational services, namely, conducting informal on-line programs in the fields of investment advisory services, and printable materials distributed therewith; educational services, namely, conducting informal interactive on-line programs in the fields of investment advisory services, and printable materials distributed therewith; conducting workshops and seminars in the field of investment advisory services; arranging and conducting online workshops in the field of investment advisory services; arranging and conducting online interactive workshops in the field of investment advisory services; consultancy relating to arranging and conducting of training workshops; workshops and seminars in the field of investment advisory services; training services in the field of professional and client communication; providing training in the field of professional and client communication; providing on-line training courses, seminars, and workshops in the field of professional and client communication; providing on-line interactive training courses, seminars, and workshops in the field of professional and client communication; virtual training services in the field of professional and client communication; virtual interactive training services in the field of professional and client communication; interactive on-line training services in the field of professional and client communication; business training in the field of professional and client communication; arranging and conducting of training courses, seminars, and workshops in the field of professional and client communication; training in the field of communication technologies; business training consultancy services
DIMENSIONAL 4S
DIMENSIONAL 4S
Service Mark
Word
REGISTERED
Owner:
Serial:90281754
Filed:Oct 27, 2020
Classes:41
Registration:6755283
Registered:Jun 7, 2022
Goods & Services
Education services in the nature of courses in the field of professional and client communications for investment advisors; training course services in the field of professional and client communications for investment advisors
DIMENSIONAL 4S FRAMEWORK
DIMENSIONAL 4S FRAMEWORK
Service Mark
Word
REGISTERED
Owner:
Serial:90281767
Filed:Oct 27, 2020
Classes:41
Registration:6755284
Registered:Jun 7, 2022
Goods & Services
Class 041: Education services in the nature of courses in the field of professional and client communications for investment advisors; training course services in the field of professional and client communications for investment advisors
88940131
88940131
Service Mark
Design
REGISTERED
Owner:
Serial:88940131
Filed:May 29, 2020
Classes:41
Registration:6227561
Registered:Dec 22, 2020
Goods & Services
Education services in the nature of courses for investment advisors; training services in the field of investment advisor communications
4S
4S
Service Mark
Word
ABANDONED
Owner:
Serial:88940124
Filed:May 29, 2020
Classes:41
DIMENSIONAL TARGET BENEFIT INVESTING
ABANDONED
Owner:
Serial:86938030
Filed:Mar 12, 2016
Classes:36
Goods & Services
"BENEFIT INVESTING"
DIMENSIONAL TARGET BENEFIT SOLUTION
ABANDONED
Owner:
Serial:86938029
Filed:Mar 12, 2016
Classes:36
Goods & Services
"BENEFIT SOLUTION"
86864823
86864823
Service Mark
Design
REGISTERED
Owner:
Serial:86864823
Filed:Jan 4, 2016
Classes:36
Registration:4960425
Registered:May 17, 2016
Goods & Services
Investment management services
INDEX MEMORY
INDEX MEMORY
Service Mark
Word
REGISTERED
Owner:
Serial:86780948
Filed:Oct 7, 2015
Classes:36
Registration:5214701
Registered:May 30, 2017
Goods & Services
financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others; "INDEX"
CONSUMPTION SLICES
CONSUMPTION SLICES
Service Mark
Word
REGISTERED
Owner:
Serial:86779236
Filed:Oct 6, 2015
Classes:36
Registration:5157095
Registered:Mar 7, 2017
Goods & Services
financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others; "SLICES"
SLICES OF RETIREMENT INCOME
CANCELLED
Owner:
Serial:86779243
Filed:Oct 6, 2015
Classes:36
Registration:5024318
Registered:Aug 16, 2016
INCOME AWARE
INCOME AWARE
Service Mark
Word
CANCELLED
Owner:
Serial:86772502
Filed:Sep 29, 2015
Classes:36
Registration:5033426
Registered:Aug 30, 2016
INCOME AWARE DYNAMIC REBALANCING
ABANDONED
Owner:
Serial:86690891
Filed:Jul 13, 2015
Classes:36
INCOME AWARE REBALANCING
INCOME AWARE REBALANCING
Service Mark
Word
ABANDONED
Owner:
Serial:86690901
Filed:Jul 13, 2015
Classes:36
INCOME SLICES
INCOME SLICES
Service Mark
Word
CANCELLED
Owner:
Serial:86690906
Filed:Jul 13, 2015
Classes:36
Registration:5079879
Registered:Nov 8, 2016
DIMENSIONAL TARGET DATE INCOME-FOCUSED FUND
Owner:
Serial:86637643
Filed:May 21, 2015
Classes:36
Registration:5069560
Registered:Oct 25, 2016
Goods & Services
financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others; "TARGET DATE INCOME-FOCUSED FUND"
DIMENSIONAL TARGET DATE INCOME FUND
REGISTERED
Owner:
Serial:86637636
Filed:May 21, 2015
Classes:36
Registration:5014118
Registered:Aug 2, 2016
Goods & Services
financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others; "TARGET DATE INCOME FUND"
DIMENSIONAL TARGET DATE RETIREMENT INCOME-FOCUSED FUND
Owner:
Serial:86637659
Filed:May 21, 2015
Classes:36
Registration:4961524
Registered:May 17, 2016
Goods & Services
"TARGET DATE RETIREMENT INCOME-FOCUSED FUND"
DIMENSIONAL TARGET DATE RETIREMENT INCOME FUND
Owner:
Serial:86637651
Filed:May 21, 2015
Classes:36
Registration:4970397
Registered:May 31, 2016
Goods & Services
financial administration of employee pension plans; financial administration of retirement plans; investment advisory services; investment consultation; investment management; investment of funds for others; "TARGET DATE RETIREMENT INCOME FUND"
TDIF
TDIF
Service Mark
Word
ABANDONED
Owner:
Serial:86637628
Filed:May 21, 2015
Classes:36
MULTI-DIMENSION
MULTI-DIMENSION
Service Mark
Word
ABANDONED
Owner:
Serial:86556173
Filed:Mar 6, 2015
Classes:36
Goods & Services
"MULTI-"
MULTI-DIMENSIONAL
MULTI-DIMENSIONAL
Service Mark
Word
ABANDONED
Owner:
Serial:86556180
Filed:Mar 6, 2015
Classes:36
Goods & Services
"MULTI-"
DIMENSIONAL PLAN ASSESSMENT TOOL
REGISTERED
Owner:
Serial:86524027
Filed:Feb 4, 2015
Classes:36
Registration:4821699
Registered:Sep 29, 2015
Goods & Services
"PLAN ASSESSMENT TOOL"
DIMENSIONAL TARGET INCOME ALLOCATIONS
CANCELLED
Owner:
Serial:86524033
Filed:Feb 4, 2015
Classes:36
Registration:4840134
Registered:Oct 27, 2015
Goods & Services
"TARGET INCOME ALLOCATIONS"
DIMENSIONAL TARGET RETIREMENT SOLUTION
REGISTERED
Owner:
Serial:86524015
Filed:Feb 4, 2015
Classes:36
Registration:4821698
Registered:Sep 29, 2015
Goods & Services
"TARGET RETIREMENT SOLUTION"
DIMENSIONAL INVESTING
DIMENSIONAL INVESTING
Service Mark
Word
REGISTERED
Owner:
Serial:86248782
Filed:Apr 10, 2014
Classes:36
Registration:4666264
Registered:Jan 6, 2015
Goods & Services
Class 036: investment management services
DYNAMIC AUTO-ESCALATION
DYNAMIC AUTO-ESCALATION
Service Mark
Word
CANCELLED
Owner:
Serial:85962038
Filed:Jun 17, 2013
Classes:36
Registration:4713169
Registered:Mar 31, 2015
Goods & Services
"AUTO-ESCALATION"
VALUE OF ADVICE
VALUE OF ADVICE
Service Mark
Word
REGISTERED
Owner:
Serial:85681853
Filed:Jul 19, 2012
Classes:36
Registration:4511523
Registered:Apr 8, 2014
Goods & Services
a website featuring non-downloadable videos in the field of financial advisory services | Educational services, namely, providing on-line seminars in the field of financial advisory services offered over global computer networks, intranet computer networks and password protected websites
M529
M529
Service Mark
Word
ABANDONED
Owner:
Serial:85601727
Filed:Apr 18, 2012
Classes:36
DIMENSIONAL RETIREMENT
DIMENSIONAL RETIREMENT
Service Mark
Word
REGISTERED
Owner:
Serial:85552176
Filed:Feb 24, 2012
Classes:36
Registration:4466994
Registered:Jan 14, 2014
Goods & Services
Administration of employee pension plans; Financial administration of retirement plans; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; "RETIREMENT"
LIFE PARTNER
LIFE PARTNER
Service Mark
Word
ABANDONED
Owner:
Serial:85496233
Filed:Dec 15, 2011
Classes:36
LIFE
LIFE
Service Mark
Word
ABANDONED
Owner:
Serial:85478960
Filed:Nov 22, 2011
Classes:36
LIFETIME INTEGRATED FINANCIAL EXPERIENCE
Owner:
Serial:85478964
Filed:Nov 22, 2011
Classes:36
Registration:4870935
Registered:Dec 15, 2015
Goods & Services
Financial advice and consultancy services; Financial services, namely, wealth management services; "FINANCIAL"
MANAGED DC SOLUTION
MANAGED DC SOLUTION
Service Mark
Word
ABANDONED
Owner:
Serial:85144969
Filed:Oct 5, 2010
Classes:36
DIMENSIONAL MANAGED DC
DIMENSIONAL MANAGED DC
Service Mark
Word
CANCELLED
Owner:
Serial:85135224
Filed:Sep 22, 2010
Classes:36
Registration:4051813
Registered:Nov 8, 2011
Goods & Services
"MANAGED DC"
SMARTINCOME
SMARTINCOME
Service Mark
Word
CANCELLED
Owner:
Serial:77300975
Filed:Oct 10, 2007
Classes:35
Registration:4303127
Registered:Mar 19, 2013
SMARTNEST
SMARTNEST
Service Mark
Word
CANCELLED
Owner:
Serial:78478356
Filed:Sep 3, 2004
Classes:36
Registration:3330681
Registered:Nov 6, 2007
DIMENSIONAL
DIMENSIONAL
Service Mark
Combined
REGISTERED
Owner:
Serial:78296253
Filed:Sep 4, 2003
Classes:36
Registration:2985014
Registered:Aug 16, 2005
Goods & Services
Investment management services
DIMENSIONAL
DIMENSIONAL
Service Mark
Word
REGISTERED
Owner:
Serial:78296211
Filed:Sep 4, 2003
Classes:36
Registration:2877647
Registered:Aug 24, 2004
Goods & Services
Investment management services
DFA
DFA
Service Mark
Word
REGISTERED
Owner:
Serial:74271087
Filed:Apr 30, 1992
Classes:36
Registration:1741706
Registered:Dec 22, 1992
Goods & Services
investment management services
DIMENSIONAL FUND ADVISORS
REGISTERED
Owner:
Serial:74271088
Filed:Apr 30, 1992
Classes:36
Registration:1746066
Registered:Jan 12, 1993
Goods & Services
investment management services; "FUND ADVISORS"

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