SourcingSourcing

DFA AUSTRALIA LIMITED

C17
CRD 107621·SEC 801-48036
AUM
$361.60B
$1B+
Est. Revenue
$3.62B
@ 1% on AUM
Est. EBITDA
$1.08B
@ 30% margin
Est. Deal Value
$8.68B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DFA AUSTRALIA LIMITED
CRD
107621
SEC file #
801-48036
EIN
222370029
DBA names
—

Economics

AUM
$361.60B
AUM band
$1B+
AUM trajectory
'20'26
$219.60B → $361.60B▲ +65%
Client mix
Investment Companies77
State Or Municipal Govt19
Pooled Investment Vehicles4

Operations

Employees (total)
134
Advisory staff (per ADV)
55
Advisory staff (5-yr trend)
'20'26
42 advisors → 55 advisors▲ +31%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/dimensional-fund-advisors(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIMENSIONAL FUND ADVISORS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
DIMENSIONAL FUND ADVISORS LP
CRANE, JOHN, GLENN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:dfaaustralia.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
76,623
Form 5500 Compensation Trajectory 3y
202564,000
202612,623
Form 5500 Plan Count Trajectory 3y
20252
20261
Schedule C Total Compensation
76,623
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0000354204
Edgar Registered
Yes
Edgar Filing Count
1,107
Edgar First Filing Date
2024-02-09
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0000354204-26-000581
Edgar Former Names
DIMENSIONAL FUND ADVISORS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
6300 BEE CAVE ROADBUILDING ONEAUSTIN, TX 78746
Business
6300 BEE CAVE ROADBUILDING ONEAUSTIN, TX 78746
Edgar EIN
222370029
Edgar Recent Filings
13F-HR2026-05-07 · 0000354204-26-000581
SCHEDULE 13G/A2026-04-09 · 0000354204-26-000579
Fee Schedule
Bracket I96
Bracket Iii1
Bracket Vi1
Bracket Ix1
Bracket Xi1
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
106482
Trust Company Affiliate
Yes

People (12)

12
DIMENSIONAL FUND ADVISORS LP
Direct Owner · 87.5%
106482
CRANE, JOHN, GLENN
Executive Officer · 2.5%
4361850
Lapping, Jason, Douglas St Clair
Executive Officer · 2.5%
8236705
SINGH, BHANU, PARTAP
Executive Officer · 2.5%
6339773
BUTLER, DAVID, PAUL
Executive Officer · 2.5%
2305298
CLARK, STEPHEN, ANDREW
Executive Officer · 2.5%
2943305
BERNARD JAMES GRZELAK
Executive Officer · 2.5%
4285750
Janson, Valentina
Executive Officer · 2.5%
8238065
CATHERINE LEE NEWELL
Executive Officer · 2.5%
2890628
SELWYN JUSTIN NOTELOVITZ
Executive Officer · 2.5%
2886676
GERARD KIERAN O'REILLY
Executive Officer · 2.5%
4982644
SAVINA BOJIDAROVA RIZOVA
Executive Officer · 2.5%
6013757