Investment adviser · CRD 107621
DFA AUSTRALIA LIMITED
Investment adviser filing (IA)
SYDNEY, Australia · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $362B Form ADV · Item 5.F
- Client accounts
- 106 Accounts, not individual clients
- Employees
- 134 Reported in this filing
- Advisory professionals
- 55 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 77 | $344,593,914,800 | 95.3% |
| Government entities | 19 | $9,840,208,492 | 2.7% |
| Pooled investment vehicles | 4 | $4,297,144,484 | 1.2% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $1,598,651,232 | 0.4% |
| Corporations & businesses | Fewer than 5 | $1,267,796,612 | 0.4% |
Filing source
Form ADV 2056987 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Fixed
Principal office
LEVEL 43, 1 MACQUARIE PLACESYDNEY, 2000, Australia
CRD 107621
Filing source
Form ADV 2056987 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.