Application

GO BEYOND INDEXING

Dimensional Fund Advisors LP

Trademark/Service Mark Application, Principal Register

PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97409126
Filing Date: 05/13/2022

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 97409126
MARK INFORMATION
*MARK GO BEYOND INDEXING
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT GO BEYOND INDEXING
MARK STATEMENT The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER Principal
APPLICANT INFORMATION
*OWNER OF MARK Dimensional Fund Advisors LP
*MAILING ADDRESS 6300 Bee Cave Road, Building One
*CITY Austin
*STATE
(Required for U.S. applicants)
Texas
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
78746
*EMAIL ADDRESS XXXX
LEGAL ENTITY INFORMATION
TYPE limited partnership
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY WHERE LEGALLY ORGANIZED Delaware
NAME(S) OF GENERAL PARTNER(S) & CITIZENSHIP/INCORPORATION Dimensional Holdings, Inc., a Delaware corporation
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS 036 
*IDENTIFICATION 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.
FILING BASIS SECTION 1(b)
INTERNATIONAL CLASS 041 
*IDENTIFICATION Business training; educational services in the field of investment advisor training; training services in the field of investment advisor communications.
FILING BASIS SECTION 1(b)
ATTORNEY INFORMATION
NAME Michael J. Turgeon
ATTORNEY DOCKET NUMBER 04229007000
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME Vedder Price P.C.
STREET 222 North Lasalle Street
CITY Chicago
STATE Illinois
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 60601
PHONE 312-609-7716
FAX 312-609-5005
EMAIL ADDRESS mturgeon@vedderprice.com
OTHER APPOINTED ATTORNEY Angelo J. Bufalino, John K. Burke, Theodore M. Gelderman, Joshua L. Grant, Julie L. Langdon, Sudip K. Mitra, Robert S. Rigg, Daniel H. Shulman, Jordan A. Sigale
CORRESPONDENCE INFORMATION
NAME Michael J. Turgeon
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE mturgeon@vedderprice.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) ipdocket@vedderprice.com; erodriguez@vedderprice.com; ablekhman@vedderprice.com
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 2
APPLICATION FOR REGISTRATION PER CLASS 350
*TOTAL FEES DUE 700
*TOTAL FEES PAID 700
SIGNATURE INFORMATION
SIGNATURE /Michael J. Turgeon/
SIGNATORY'S NAME Michael J. Turgeon
SIGNATORY'S POSITION Attorney of record, Illinois Bar member
SIGNATORY'S PHONE NUMBER 312-609-7716
DATE SIGNED 05/13/2022
SIGNATURE METHOD Signed directly within the form



PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number


Trademark/Service Mark Application, Principal Register

Serial Number: 97409126
Filing Date: 05/13/2022

To the Commissioner for Trademarks:

MARK: GO BEYOND INDEXING (Standard Characters, see mark)
The literal element of the mark consists of GO BEYOND INDEXING. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Dimensional Fund Advisors LP, a limited partnership legally organized under the laws of Delaware, comprising of Dimensional Holdings, Inc., a Delaware corporation, having an address of
      6300 Bee Cave Road, Building One
      Austin, Texas 78746
      United States
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 036:  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.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

International Class 041:  Business training; educational services in the field of investment advisor training; training services in the field of investment advisor communications.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.



The owner's/holder's proposed attorney information: Michael J. Turgeon. Other appointed attorneys are Angelo J. Bufalino, John K. Burke, Theodore M. Gelderman, Joshua L. Grant, Julie L. Langdon, Sudip K. Mitra, Robert S. Rigg, Daniel H. Shulman, Jordan A. Sigale. Michael J. Turgeon of Vedder Price P.C., is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      222 North Lasalle Street
      Chicago, Illinois 60601
      United States
      312-609-7716(phone)
      312-609-5005(fax)
      mturgeon@vedderprice.com
The docket/reference number is 04229007000.
Michael J. Turgeon submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.
The applicant's current Correspondence Information:
      Michael J. Turgeon
       PRIMARY EMAIL FOR CORRESPONDENCE: mturgeon@vedderprice.com
       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): ipdocket@vedderprice.com; erodriguez@vedderprice.com; ablekhman@vedderprice.com


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $700 has been submitted with the application, representing payment for 2 class(es).

Declaration

Declaration Signature

Signature: /Michael J. Turgeon/   Date: 05/13/2022
Signatory's Name: Michael J. Turgeon
Signatory's Position: Attorney of record, Illinois Bar member
Signatory's Phone Number: 312-609-7716
Signature method: Signed directly within the form
Payment Sale Number: 97409126
Payment Accounting Date: 05/13/2022

Serial Number: 97409126
Internet Transmission Date: Fri May 13 11:44:32 ET 2022
TEAS Stamp: USPTO/BAS-XX.XX.XXX.XXX-2022051311443240
2624-97409126-82083e574beae1a801151a0666
7812ad5c6de3f9097e71a9789fe249438e1e0b85
9-DA-44320590-20220513114334587864

Application [image/jpeg]


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