Dimensional Fund Advisors Portfolio holdings
Dimensional Fund Advisors (DFA), founded in 1981 by David Booth and Rex Sinquefield and headquartered in Austin, Texas, is an investment management firm renowned for its evidence-based, low-cost approach to investing, grounded in academic research from Nobel laureates like Eugene Fama and Kenneth French. Managing hundreds of billions in assets, DFA focuses on systematic, passive strategies that tilt toward factors like small-cap, value, and profitability stocks, primarily through mutual funds and institutional portfolios rather than retail brokerage services. The firm’s philosophy eschews market timing and stock picking, instead emphasizing diversification and efficient market exposure, often requiring investors to access its funds through approved financial advisors. With a global presence and a reputation for disciplined, data-driven investing, DFA has carved a unique niche in the industry, blending academic rigor with practical application.
Top Buys
| 1 |
GE Aerospace
GE
|
+$1.17B |
| 2 |
AT&T
T
|
+$1.17B |
| 3 |
Chevron
CVX
|
+$1.15B |
| 4 |
Citigroup
C
|
+$1B |
| 5 |
Bank of America
BAC
|
+$970M |
Top Sells
Sector Composition
| 1 | Financials | 19.18% |
| 2 | Industrials | 12.65% |
| 3 | Energy | 10.8% |
| 4 | Technology | 9.12% |
| 5 | Consumer Discretionary | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2576
Commercial Vehicle Group
CVGI
$72.9M
| $4.05M | ﹤0.01% |
+542,528
| New | +$4.05M |
|
2577
Pathward Financial
CASH
$1.72B
| $4.04M | ﹤0.01% |
+460,725
| New | +$4.04M |
|
2578
Toronto Dominion Bank
TD
$131B
| $4M | ﹤0.01% |
+99,508
| New | +$4M |
|
|
CSBK
2579
DELISTED
Clifton Bancorp Inc.
CSBK
| $4M | ﹤0.01% |
+330,130
| New | +$4M |
|
2580
IAMGOLD
IAG
$6.42B
| $3.98M | ﹤0.01% |
+917,958
| New | +$3.98M |
|
|
AKRX
2581
DELISTED
Akorn, Inc.
AKRX
| $3.98M | ﹤0.01% |
+294,035
| New | +$3.98M |
|
|
RENT
2582
DELISTED
RENTRAK CORP
RENT
| $3.97M | ﹤0.01% |
+197,820
| New | +$3.97M |
|
|
FGH
2583
DELISTED
FG Group Holdings Inc.
FGH
| $3.96M | ﹤0.01% |
+937,539
| New | +$3.96M |
|
2584
Comscore
SCOR
$34.1M
| $3.95M | ﹤0.01% |
+8,104
| New | +$3.95M |
|
|
CPE
2585
DELISTED
Callon Petroleum Company
CPE
| $3.95M | ﹤0.01% |
+117,219
| New | +$3.95M |
|
|
PAY
2586
DELISTED
Verifone Systems Inc
PAY
| $3.94M | ﹤0.01% |
+234,641
| New | +$3.94M |
|
|
SHOR
2587
DELISTED
ShoreTel, Inc.
SHOR
| $3.92M | ﹤0.01% |
+972,743
| New | +$3.92M |
|
|
MKTG
2588
DELISTED
RESPONSYS INC COM STK (CA)
MKTG
| $3.92M | ﹤0.01% |
+273,791
| New | +$3.92M |
|
2589
Boston Beer
SAM
$2.36B
| $3.92M | ﹤0.01% |
+22,948
| New | +$3.92M |
|
2590
Aegon
AEG
$12.2B
| $3.91M | ﹤0.01% |
+852,714
| New | +$3.91M |
|
|
ARDNA
2591
DELISTED
ARDEN GROUP INC CL-A
ARDNA
| $3.9M | ﹤0.01% |
+35,367
| New | +$3.9M |
|
|
JMP
2592
DELISTED
JMP Group LLC
JMP
| $3.88M | ﹤0.01% |
+584,068
| New | +$3.88M |
|
2593
Preferred Bank
PFBC
$1.16B
| $3.86M | ﹤0.01% |
+234,318
| New | +$3.86M |
|
2594
White Mountains Insurance
WTM
$4.54B
| $3.86M | ﹤0.01% |
+6,716
| New | +$3.86M |
|
|
NTT
2595
DELISTED
Nippon Telegraph & Telephone
NTT
| $3.85M | ﹤0.01% |
+148,054
| New | +$3.85M |
|
|
GLPW
2596
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
| $3.84M | ﹤0.01% |
+238,437
| New | +$3.84M |
|
2597
SK Telecom
SKM
$8.36B
| $3.84M | ﹤0.01% |
+114,739
| New | +$3.84M |
|
|
ALU
2598
DELISTED
ALCATEL-LUCENT ADR
ALU
| $3.83M | ﹤0.01% |
+2,190,455
| New | +$3.83M |
|
|
PWOD
2599
DELISTED
Penns Woods Bancorp
PWOD
| $3.83M | ﹤0.01% |
+137,265
| New | +$3.83M |
|
2600
RELX
RELX
$84.9B
| $3.82M | ﹤0.01% |
+334,788
| New | +$3.82M |
|