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DFA AUSTRALIA LIMITED
CRD 107621File 801-48036
APPROVED
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.