DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Dfa Australia Limited
Latest filing Mar 24, 2026
First filing on the tape Mar 30, 2012 · 37 filings
SEC status approved since Dec 1, 1994
RAUM
$362B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
134
55 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$362B as of Mar 24, 2026
Mar 30, 2012$58B then
HNW client RAUM$0 as of Mar 24, 2026
Mar 29, 2018$52.3M then
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 30, 20120 then
Employees (5.A)134 as of Mar 24, 2026
Apr 1, 201387 then
Private funds: no history
RAUM +32% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $3.4BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$345B95%
- State and municipal entities$9.8B2.7%
- Pooled investment vehicles$4.3B1.2%
- Sovereign wealth funds$1.6B0.4%
- Corporations and businesses$1.3B0.4%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 106reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.96 institutional_share=0.03 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Glenn John Crane · Director & Chairmancontrolsince 08/1994 · owns less than 5%
- Partap Bhanu Singh · Director & Chief Executive Officercontrolsince 01/2023 · owns less than 5%
- Alan Douglas Nigel Stewart · Directorcontrolsince 08/1994 · owns less than 5%
- Gilbert David Booth · Chairmancontrolsince 02/2017 · owns 25% to 50% of Dimensional Holdings Inc.
- Paul David Butler · Directorsince 07/2017 · owns less than 5%
- Andrew Stephen Clark · Director And Vice Presidentsince 10/2016 · owns less than 5%
- James Bernard Grzelak · Chief Financial Officer, Treasurer & Vice Presidentsince 09/2020 · owns less than 5%
- David Rodney Mair · Head Of Compliance & Vice Presidentsince 07/2010 · owns less than 5%
- Lee Catherine Newell · Director, Vice President, Secretary & Chief Legal Officersince 08/1996 · owns less than 5%
- Justin Selwyn Notelovitz · Chief Compliance Officersince 07/2020 · owns less than 5%
- Kieran Gerard O'Reilly · Director, Co-Chief Investment Officer And Vice Presidentsince 10/2017 · owns less than 5%
- Bojidarova Savina Rizova · Co-Chief Investment Officersince 02/2024 · owns less than 5%
Entity owners
- Dimensional Fund Advisors LP · Shareholderdirect · owns 75% or more
- Dimensional Holdings Inc. · Sole Memberindirect · owns 75% or more of Dimensional Holdings LLC
- Dimensional Holdings Inc. · General Partnerindirect · owns F of Dimensional Fund Advisors LP
- Dimensional Holdings LLC · Limited Partnerindirect · owns 75% or more of Dimensional Fund Advisors LP
Related persons
Schedule D 7.A
- Dfa Securities LLCbroker-dealern
- Dimensional Fund Advisors Canada Ulcbroker-dealerinvestment advisern
- Dimensional Fund Advisors LPinvestment adviserbankyRAUM $1020B
- Dimensional Fund Advisors Ltdinvestment adviserbanknRAUM $365B
- Dimensional Fund Advisors Pte. Ltd.investment advisern
- Dimensional Hong Kong Limitedbroker-dealern
- Dimensional Ireland Limitedinvestment advisern
- Dimensional Japan Ltd.investment advisern
Advisers that list Dfa Australia Limited as a related person
Offices
Schedule D 1.F, the 25 largest
- Melbourne, Australia7 employees
What changed
consecutive filings, newest first
- Accounts · 102 to 106Jul 10, 2025 to Mar 24, 2026
- Advisory employees · 50 to 55Jul 10, 2025 to Mar 24, 2026
- Pooled vehicle clients · 3 to 4Jul 10, 2025 to Mar 24, 2026
- Employees · 119 to 134Jul 10, 2025 to Mar 24, 2026
- Discretionary RAUM · $274B to $362BJul 10, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $79.3M to $4.3BJul 10, 2025 to Mar 24, 2026
- RAUM · $274B to $362BJul 10, 2025 to Mar 24, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 10, 2025
- Accounts · 108 to 102Jan 16, 2025 to Mar 31, 2025
- Advisory employees · 47 to 50Jan 16, 2025 to Mar 31, 2025
- Employees · 118 to 119Jan 16, 2025 to Mar 31, 2025
- Discretionary RAUM · $274B to $274BJan 16, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $91.3M to $79.3MJan 16, 2025 to Mar 31, 2025
- RAUM · $274B to $274BJan 16, 2025 to Mar 31, 2025
- HQ state · unset to Mar 28, 2024 to Jan 16, 2025
- Accounts · 109 to 108Mar 31, 2023 to Mar 28, 2024
- Charity clients · unset to 0.0Mar 31, 2023 to Mar 28, 2024
- HNW clients · unset to 0.0Mar 31, 2023 to Mar 28, 2024
- Pension plan clients · unset to 0.0Mar 31, 2023 to Mar 28, 2024
- Employees · 116 to 118Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $246B to $274BMar 31, 2023 to Mar 28, 2024
- HNW RAUM · $63.6M to $0Mar 31, 2023 to Mar 28, 2024
- Pension RAUM · $484M to $0Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $80.0M to $91.3MMar 31, 2023 to Mar 28, 2024
- RAUM · $246B to $274BMar 31, 2023 to Mar 28, 2024
- Accounts · 102 to 109Jan 20, 2023 to Mar 31, 2023
- Advisory employees · 41 to 47Jan 20, 2023 to Mar 31, 2023
- BD registered reps · 2 to 0Jan 20, 2023 to Mar 31, 2023
- Pooled vehicle clients · 5 to 3Jan 20, 2023 to Mar 31, 2023
- Employees · 113 to 116Jan 20, 2023 to Mar 31, 2023
- State-registered IARs · 2 to 0Jan 20, 2023 to Mar 31, 2023
- Discretionary RAUM · $279B to $246BJan 20, 2023 to Mar 31, 2023
- HNW RAUM · $79.8M to $63.6MJan 20, 2023 to Mar 31, 2023
- Pension RAUM · $629M to $484MJan 20, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $267M to $80.0MJan 20, 2023 to Mar 31, 2023
- RAUM · $279B to $246BJan 20, 2023 to Mar 31, 2023
- Accounts · 98 to 102Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 43 to 41Mar 31, 2021 to Mar 31, 2022
- Employees · 97 to 113Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $244B to $279BMar 31, 2021 to Mar 31, 2022
Signals
2 dated events
- Dfa Australia Limited reported RAUM $361.6B, up 32% from $273.9B (2025-07-10 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- Dfa Australia Limited reported RAUM $248.6B, up 34% from $185.3B (2017-11-22 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dimensional-fund-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- dimensional.com/au-en/individualreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- +61 (2) 8336 7100reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026