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DFA AUSTRALIA LIMITED
CRD 107621File 801-48036
APPROVED
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$361.60B
Top 10% of cohort (national)
Discretionary AUM
$361.60B
Clients
100
106 accounts
Employees
134
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 1, 1994
- Principal office
- LEVEL 43, 1 MACQUARIE PLACE, SYDNEY, 2000
- Phone
- +61 (2) 8336 7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $361.60B
- Discretionary AUM
- $361.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 106
- Non-discretionary accounts
- 0
- Total accounts
- 106
- AUM per client
- $3.62B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.27B |
| Non-U.S. persons | Fewer than 5 | $1.60B |
| Investment companies | 77 | $344.59B |
| Pooled investment vehicles | 4 | $4.30B |
| State or municipal government entities | 19 | $9.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 119 | 134 | increased by15 |
| Apr 1, 2026 | Clients | 101 | 100 | decreased by1 |
| Apr 1, 2026 | AUM | $273,923,572,670 | $361,597,715,620 | increased by$87,674,142,950 |
| Apr 1, 2026 | Accounts | 102 | 106 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 113 | 119 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96 | 101 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $278,548,051,842 | $273,923,572,670 | decreased by$4,624,479,172 |
| Apr 1, 2022 | Employees | 97 | 113 | increased by16 |
| Apr 1, 2022 | Clients | 92 | 96 | increased by4 |
| Apr 1, 2022 | AUM | $243,768,838,481 | $278,548,051,842 | increased by$34,779,213,361 |
| Apr 1, 2022 | Accounts | 98 | 102 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DFA AUSTRALIA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DFA AUSTRALIA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.