DFA Australia Limited

RIASEC RegisteredEst. 1994

Total AUM

$362B

Discretionary

$362B

100% of AUM

Avg account

$3.4B

Accounts

106

Employees

134

Advisory reps

Firm details

Headquarters: Sydney,
CRD number: 107621
Registered since: December 1, 1994
Website: www.dimensional.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Fixed Fees, Other
Client types: Investment Companies95.3%
State / Municipal Government2.72%
Pooled Investment Vehicles1.19%
Sovereign Wealth Funds0.44%
Corporations / Businesses0.35%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DFA Australia Limited is a corporate, institutionally focused registered investment adviser that serves primarily institutional clients. It operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. The firm charges fixed and other fee arrangements and identifies itself as an active ESG investor. Its owner type is recorded as a domestic entity/individual and it is classified as an institutional RIA rather than a retail or wealth-management boutique.