General Description of Advisory Firm The principal business activities of Dimensional Australia relating to this registration involve acting as sub-advisor or agent to its U.S. parent, Dimensional Fund Advisors LP (“Dimensional US”), a U.S. limited partnership which owns 100% of the outstanding shares of Dimensional Australia and which serves as investment manager to various institutional clients including mutual fund and exchange-traded fund portfolios, separate accounts and collective trust funds. Dimensional Australia’s sub-advisory or agent services are with respect to such clients’ investments in non-U.S. securities. Dimensional Australia under its license with the Australian Securities & Investments Commission also acts as the responsible entity for and investment manager to certain Australian trusts, and acts as investment manager to certain other collective investment funds and institutional separate accounts. Except as otherwise indicated, the information provided in Form ADV relates to Dimensional Australia’s services to its U.S. clients. Dimensional Australia has been in business since August 15, 1994 and is a registered investment adviser under the Investment Advisers Act of 1940, as amended (“Advisers Act”). As of December 31, 2023, Dimensional Australia managed approximately $250,519,623,832 on a discretionary basis.1 General Description of Advisory Services Dimensional Australia manages equity and fixed income securities based on fundamental analysis:  Dimensional Australia believes that equity investing should involve a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing. In designing an equity investment portfolio, Dimensional Australia generally emphasizes the long-term drivers of expected returns identified in its research, while balancing

risk through broad diversification across companies and sectors.  Dimensional Australia believes that fixed income investing should also involve a long-term view and a systematic focus on bond market risk and return, not on interest rate forecasting or market timing. In constructing a fixed-income investment portfolio, Dimensional Australia generally seeks higher returns by systematically adjusting duration, credit quality, and currency of issuance. Dimensional Australia provides: (i) trading and other investment advisory services to Dimensional US in connection with Dimensional US’s management of five SEC-registered investment 1 Discretionary assets under management include assets that are attributable to funds-of-funds sub-advised by Dimensional Australia that invest in underlying funds that are also sub-advised by Dimensional Australia and whose assets are also included. companies which comprise approximately 86 separate funds in aggregate (“U.S. Dimensional Funds”); (ii) trading and other investment advisory services to Dimensional US in connection with Dimensional US’s management of separate account clients and other clients investing in non-U.S. securities; and (iii) trade execution and related services to Dimensional US in connection with Dimensional US’s management of its other mutual fund clients, separate account clients, and other clients investing in non-U.S. securities. Dimensional Australia serves Dimensional US clients in a sub-advisory or agency capacity. Dimensional Australia may also from time to time provide information to its clients about the general behavior of certain securities markets. Such information may include summaries of performance of stock markets in the Asia Pacific region and the United States, certain emerging markets in the region and/or of various sections within each market.