Dfa Australia Limited
- Regulatory AUM
- $362B
- Discretionary
- $362B
- Clients
- 100
- Avg AUM / client
- $3.6B
- Accounts
- 106
- Employees
- 134
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Asset allocation (SMA assets by investment type)
as of Mar 24, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 77 | $345B | 95.3% |
| Pooled investment vehicles (non-investment companies) | 4 | $4.3B | 1.19% |
| State or municipal government entities | 19 | $9.8B | 2.72% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $1.6B | 0.44% |
| Corporations and other businesses | Fewer than 5 clients | $1.3B | 0.35% |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crane, John, Glenn | Director & Chairman | Aug 1994 (32y) | Less than 5% | |
| Stewart, Nigel, Alan Douglas | Director | Aug 1994 (32y) | Less than 5% | |
| Newell, Catherine, Lee | Director, Vice President, Secretary & Chief Legal Officer | Aug 1996 (30y) | Less than 5% | |
| Mair, Rodney, David | Head Of Compliance & Vice President | Jul 2010 (16y) | Less than 5% | |
| Stephen Andrew Clark | Director And Vice President | Oct 2016 (10y) | Less than 5% | |
| Booth, David, Gilbert | Chairman | Feb 2017 (10y) | 25% – 50% of Dimensional Holdings Inc. (indirect) | |
| David Paul Butler | Director | CFA | Jul 2017 (9y) | Less than 5% |
| O'reilly, Gerard, Kieran | Director, Co Chief Investment Officer And Vice President | Oct 2017 (9y) | Less than 5% | |
| Notelovitz, Selwyn, Justin | Chief Compliance Officer | Jul 2020 (6y) | Less than 5% | |
| Grzelak, Bernard, James | Chief Financial Officer, Treasurer & Vice President | Sep 2020 (6y) | Less than 5% | |
| Singh, Bhanu, Partap | Director & Chief Executive Officer | Jan 2023 (4y) | Less than 5% | |
| Rizova, Savina, Bojidarova | Co Chief Investment Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dimensional Fund Advisors Lp | Shareholder | Aug 1994 | A | 75% or more |
| Dimensional Holdings Llc | Limited Partner | Nov 2006 | B | ≈ 56.25% – 100% via Dimensional Fund Advisors Lp |
| Dimensional Holdings Inc. | General Partner | Nov 2006 | B | GP / trustee / elected manager of Dimensional Fund Advisors Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dimensional Holdings Llc: 75% – 100% of Dimensional Fund Advisors Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $4.8B (1% of AUM) Mar 2026
- BNY Mellon $4.0B (1% of AUM) Mar 2026
- Japan Trustee Services Bank, Ltd. $2.6B (1% of AUM) Mar 2021
- Northern Trust $1.6B (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗