|
⚲
|
| DFA Australia Limited
✚
|
|
|---|---|
| CRD # | 107621 |
| SEC # | 801-48036 |
| CIK # | 0001463464 |
| AUM | $274.3 BB (2024-03-28) |
| Employees | 118 (40% Investors, 0% Brokers) |
| Phone | 61283367100 |
| Address | Level 43 Sydney, Australia |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 11.4 | |
| AAPL | 2,382.8 | 11.2 | |
| MSFT | 1,918.2 | 10.8 | |
| AMZN | 1,093.0 | 5.2 | |
| JPM | 340.2 | 4.6 | |
| XOM | 385.5 | 4.2 | |
| META | 434.9 | 3.9 | |
| LLY | 301.8 | 3.2 | |
| GOOGL | 1,475.1 | 3.2 | |
| GOOG | 1,482.6 | 2.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 86 | 265.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 13 | 7.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 1.4 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 274.3 |
| By Discretionary | ||
| Discretionary | 108 | 274.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 108 | 274.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 272.9 | |
| Total | 108 | 274.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001463464] | |
| 13F-NT | [0001463464] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 749.6 |
|
Dimensional Fund Advisors Ltd
✚
|
277.0 | |
|
DFA Australia Limited
✚
|
274.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BNY Mellon Investment Adviser Inc
✚
|
NY | 339.7 |
|
Dimensional Fund Advisors Ltd
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|
277.0 | |
|
TIAA-CREF Investment Management LLC
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|
NY | 249.9 |
|
Jackson National Asset Management LLC
✚
|
MI | 246.7 |
|
Franklin Templeton Fund Adviser LLC
✚
|
NY | 196.1 |
|
Baillie Gifford Overseas Ltd
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|
186.6 | |
|
Olive Street Investment Advisers LLC
✚
|
MO | 178.2 |
|
PFM Asset Management LLC
✚
|
PA | 176.9 |
|
Morgan Stanley Investment Management Limited
✚
|
165.9 | |
|
Northern Trust Global Investments Ltd
✚
|
160.1 |