Firm profile

DFA AUSTRALIA LIMITED

SYDNEYCRD 107621Latest ADV March 24, 2026

Dfa Australia Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 24, 2026, reports $361.6B in regulatory assets under management, 134 employees, 1 office, and 106 accounts.

Assets Under Management
$361.6B
Employees
134
Offices
1 office
Total Clients
100
Primary office
SYDNEY
LEVEL 43, 1 MACQUARIE PLACE, SYDNEY, Australia
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone+61 (2) 8336 7100
WebsiteNot reported
LinkedInNot reported

Leadership

5 roles identified
CEOBhanu P. Singh
CCOSelwyn J. Notelovitz
CFOBernard J. Grzelak

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 77.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
77.0%
77
2
Government
19.0%
19
3
Pooled Investment Vehicles
4.0%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$361.6Bas of March 24, 2026
Discretionary100.0%
$361.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$361.6B
Total Accounts106
10Y AUM Change+$176.3B (+95.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees134
Clients per Employee1:1
10Y Employee Change+44 (+48.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.