DFA Australia is an investment advisor in Sydney with $278.55 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
980601886
SEC advisor number
801-48036
FINRA CRD number
107621
AUM ?
$278.55 bn
(as of 22 Dec 22)
Accounts
102
(as of 22 Dec 22)
Employees
113
(41 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 6:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stewart, Nigel, Alan Douglas | Director | 08/1994 | < 5% |
Crane, John, Glenn | Director, Chairman & Chief Executive Officer | 08/1994 | < 5% |
Newell, Catherine, Lee | Director, Vice President, Secretary & Chief Legal Officer | 08/1996 | < 5% |
Booth, David, Gilbert | Executive Chairman | 02/2017 | 25-50% |
Dimensional Fund Advisors LP | Shareholder | 08/1994 | > 75% |
Dimensional Holdings Inc. | General Partner | 11/2006 | |
Dimensional Holdings LLC | Limited Partner | 11/2006 | > 75% |
Dimensional Holdings Inc. | Sole Member | 11/2006 | > 75% |
Mair, Rodney, David | Head of Compliance & Vice President | 07/2010 | < 5% |
O'reilly, Gerard, Kieran | Director, Chief Investment Officer and Vice President | 10/2017 | < 5% |
Singh, Bhanu, Partap | Director, Vice President | 07/2015 | < 5% |
Clark, Stephen, Andrew | Director and Vice President | 10/2016 | < 5% |
Butler, David, Paul | Director | 07/2017 | < 5% |
Notelovitz, Selwyn, Justin | Chief Compliance Officer | 07/2020 | < 5% |
Grzelak, Bernard, James | Chief Financial Officer, Treasurer & Vice President | 09/2020 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
9 Aug 24
13F-NT
Notice of holdings reported by another manager
10 May 24
13F-NT
Notice of holdings reported by another manager
7 Feb 24
13F-NT
Notice of holdings reported by another manager
9 Nov 23
13F-NT
Notice of holdings reported by another manager
10 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
9 Feb 23
13F-NT
Notice of holdings reported by another manager
10 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
13 May 22