|
⚲
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001463464 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Nvidia Corp | 399.6 | 11.4 | |
| Apple Inc | 2,382.8 | 11.2 | |
| Microsoft Corp | 1,918.2 | 10.8 | |
| Amazon Com Inc | 1,093.0 | 5.2 | |
| J P Morgan Chase & Co | 340.2 | 4.6 | |
| Exxon Mobil Corp | 385.5 | 4.2 | |
| Facebook Inc | 434.9 | 3.9 | |
| Lilly Eli & Co | 301.8 | 3.2 | |
| Alphabet Inc | 1,475.1 | 3.2 | |
| Alphabet Inc | 1,482.6 | 2.7 | |
| Chevron Corp | 294.6 | 2.0 | |
| VISA Inc | 419.3 | 2.0 | |
| Broadcom Inc | 201.3 | 2.0 | |
| UnitedHealth Group Inc | 477.0 | 1.9 | |
| Johnson & Johnson | 465.6 | 1.9 | |
| Mastercard Inc | 309.6 | 1.8 | |
| Royal Dutch Shell PLC | 196.2 | 1.6 | |
| Procter & Gamble Co | 338.1 | 1.6 | |
| Home Depot Inc | 277.6 | 1.6 | |
| AbbVie Inc | 269.5 | 1.5 | |
| Comcast Corp | 175.3 | 1.5 | |
| AMB Property Corp | 88.1 | 1.5 | |
| Verizon Communications Inc | 211.9 | 1.5 | |
| Bank of America Corp /DE/ | 278.3 | 1.4 | |
| Costco Wholesale Corp /NEW | 207.6 | 1.3 | |
| Conocophillips | 123.2 | 1.3 | |
| American Tower Corp /MA/ | 117.7 | 1.3 | |
| Cisco Systems Inc | 178.3 | 1.3 | |
| PepsiCo Inc | 226.8 | 1.2 | |
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| 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
✚
|
277.0 | |
|
TIAA-CREF Investment Management LLC
✚
|
NY | 249.9 |
|
Jackson National Asset Management LLC
✚
|
MI | 246.7 |
|
Franklin Templeton Fund Adviser LLC
✚
|
NY | 196.1 |
|
Baillie Gifford Overseas Ltd
✚
|
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 |