We consider client privacy to be fundamental to our relationship with our clients. Since we were founded, we have been committed to maintaining the confidentiality, integrity, and security of clients' personal information entrusted to us. To that end, in Australia we are bound by the National Privacy Principles and the Privacy Act 1988. Internal policies have been developed to protect the confidentiality of your personal information, while allowing client needs to be served.

In the course of providing products and services, we collect non-public personal information about clients. We collect this information only where you have consented to the collection or where you would reasonably expect us to collect it in the provision of our services, from sources such as account applications and other forms of information captured on our website (including both information you deliberately provide, for example through completing a form or requesting a service such as our Find An Advisor service, and any session information captured through the use of "cookies"). The information which we collect is used in the provision of our services to you, and a refusal to provide us with this information may mean that we are unable to provide our full services to you. For example: you may choose to disable "cookies" through settings on your internet browser. If you do so, you may not be able to automatically log on to our website.

We do not disclose any non-public personal information about clients or former clients to non-affiliated parties, except as directed by clients, as necessary in order to service a client account, provide another service or as required by law.

In the case of individuals who have accounts with our funds directly, your information is used by us and may be disclosed to third parties to complete transactions or account changes that you request or authorise. In the normal course of serving these clients, information we collect may be shared with companies that perform various services for us, such as unit registry organisations, custodians, proxy solicitation firms, or printers or mailers that may assist us in the distribution of investor materials. We may send your personal information overseas to Dimensional Fund Advisors, our parent company, as you would reasonably expect for establishing and processing your account. Any organisation that receives client information receives only the information necessary to carry out their assigned responsibilities and is authorised to use that information only for the services required, and is not permitted to share or use this information for any other purpose. It is necessary for us to provide this information to these organisations in order for us to provide the services you request. We will also disclose your personal information where it is necessary to provide our services to you in the manner requested, for example, to your nominated financial adviser.

In the case of individuals who use our Find An Advisor service, your information will be used by us only for the limited purpose of generating a list of qualifying independent financial advisors and will not be disclosed to any third parties other than as required by law.

In the case of all individuals who provide personal information to us, we may disclose or report that personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law (for example, to cooperate with regulators or law enforcement authorities, such as responding to a subpoena or other legal process, or to protect accounts from fraud), or to resolve client disputes. If you are an individual who has or will have an account with our funds directly, you typically provide personal information when you complete a Dimensional/DFA fund account application or when you request a transaction. This information may include your:

• Name and address, including email address.
• Tax file number.
• Assets.
• Fund account balance.
• Investment activity.
• Information voluntarily provided by you on our Website.

If you are an individual who uses our Find An Advisor service, you provide personal information when you request that service. This information will include your:

• First and last name.
• E-mail address.
• Location (State and Country)
• Proposed investment amount.

Access to clients' non-public personal information is restricted to employees who need to access that information to provide products or services. To guard clients' non-public personal information, we have imposed physical, electronic, and procedural safeguards that comply with industry standards to guard clients' non-public personal information. A client's right to privacy extends to all forms of contact with us, including telephone, written correspondence, and electronic media, such as the Internet.

You may at any time contact us at the address below to request access to your personal information held by us, or to correct or update the information. We will be happy to comply with such requests, and requests for access to or correction of your personal information will be accommodated without charge.

This privacy policy describes our privacy practices for both current and former clients. We may disclose non-public personal information about former clients to the same extent as for current clients.

This privacy policy may be accessed by you at all times through our website at www.dfafunds.com.au. We may revise our policy in the future, with changes to have immediate effect, and will provide you with notice of the contents of a revised policy if the changes materially alter the prior policy. We will not, however, revise our privacy policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing.

For questions concerning this policy or our handling of your personal information, or for requests in relation to your personal information, please contact us by writing to:

DFA Australia Ltd
Level 43 Gateway
1 Macquarie Place
Sydney NSW 2000