DFA AUSTRALIA LIMITED

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$274,326,743,649
11% change vs. 1 year ago
13% change vs. 3 years ago
25% change vs. 5 years ago
132% change vs. 10 years ago

Employee Count

118
2% change vs. 1 year ago
22% change vs. 3 years ago
27% change vs. 5 years ago
40% change vs. 10 years ago

Main Office

SYDNEY,
LEVEL 43, SYDNEY, , AUSTRALIA, 2000

Client AUM

Discretion AUM
Discretionary $274.3
Non-Discretionary $0.0
Total $274.3
Client AUM
Retail $0.0
Pooled $265.3
Institutional $9.0
Total $274.3
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $4.6
THE BANK OF NEW YORK MELLON NEW YORK-NY-USA $3.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $9.0
Retail SMA AUM $0.0
Institutional SMA AUM $9.0
Asset Class % AUM
Equity Exch 92% $8.3
Equity Non-Exch 0% $0.0
Govt Agency 3% $0.3
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 1% $0.1
HY Credit 0% $0.0
Derivatives 2% $0.2
Investment Companies 1% $0.1
Other Pools 0% $0.0
Cash 1% $0.1
Other 0% $0.0
Total 100% $9.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
DIMENSIONAL FUND ADVISORS LP $749.6 106482
DIMENSIONAL FUND ADVISORS LTD $277.0 107472
DIMENSIONAL FUND ADVISORS CANADA ULC $0.0 broker-dealer -
DFA SECURITIES LLC $0.0 broker-dealer 10292
DIMENSIONAL FUND ADVISORS PTE. LTD. $0.0 -
DIMENSIONAL HONG KONG LIMITED $0.0 broker-dealer -
DIMENSIONAL IRELAND LIMITED $0.0 -
DIMENSIONAL JAPAN LTD. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

16 active

Name Title
STEWART, NIGEL, ALAN DOUGLAS DIRECTOR
CRANE, JOHN, GLENN DIRECTOR & CHAIRMAN
NEWELL, CATHERINE, LEE DIRECTOR, VICE PRESIDENT, SECRETARY & CHIEF LEGAL OFFICER
BOOTH, DAVID, GILBERT CHAIRMAN
MAIR, RODNEY, DAVID HEAD OF COMPLIANCE & VICE PRESIDENT
O'REILLY, GERARD, KIERAN DIRECTOR, CO-CHIEF INVESTMENT OFFICER AND VICE PRESIDENT
SINGH, BHANU, PARTAP DIRECTOR & CHIEF EXECUTIVE OFFICER
CLARK, STEPHEN, ANDREW DIRECTOR AND VICE PRESIDENT
BUTLER, DAVID, PAUL DIRECTOR
NOTELOVITZ, SELWYN, JUSTIN CHIEF COMPLIANCE OFFICER
GRZELAK, BERNARD, JAMES CHIEF FINANCIAL OFFICER, TREASURER & VICE PRESIDENT
RIZOVA, SAVINA, BOJIDAROVA CO-CHIEF INVESTMENT OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $274.3 $0.0 0% 118 0 0%
2024-04-02 $274.3 $0.0 0% 118 0 0%
2023-04-04 $246.1 $28.2 11% 116 2 2%
2022-04-01 $278.5 -$4.2 -2% 113 5 4%
2021-04-05 $243.8 $30.6 13% 97 21 22%
2020-04-01 $254.9 $19.5 8% 96 22 23%
2019-04-01 $219.6 $54.7 25% 93 25 27%
2018-04-02 $248.6 $25.7 10% 97 21 22%
2017-04-01 $185.3 $89.1 48% 90 28 31%
2016-04-01 $159.9 $114.4 72% 91 27 30%
2015-04-01 $133.0 $141.3 106% 83 35 42%
2014-04-01 $118.4 $155.9 132% 84 34 40%
2013-04-01 $58.4 $215.9 370% 79 39 49%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX-04/01/2013
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV