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: us.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 an institutional-focused investment manager that runs portfolio management for investment companies, pooled investment vehicles and businesses or institutions. The firm operates as a corporation with activity in CPO/CTA services, which indicates a capacity to trade or manage commodity-linked strategies alongside traditional portfolio management. DFA Australia Limited shows an active interest in ESG investing and uses a fee structure that includes fixed fees and other arrangements. Its client base is primarily institutional and it manages both discretionary mandates and pooled vehicles rather than acting as an external capital allocator. Investment activity centers on public equity exposure delivered through exchange-traded instruments and pooled vehicles, with supplementary allocations into alternative asset classes. The firm’s profile points to large, concentrated client relationships and an emphasis on managing assets for institutional scale rather than retail households.