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 | 12.66% |
| 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 | |
|---|---|---|---|---|---|---|
251
Curtiss-Wright
CW
$18B
| $85M | 0.08% |
+2,293,908
| New | +$85M |
|
252
Hain Celestial
HAIN
$162M
| $85M | 0.08% |
+1,307,825
| New | +$85M |
|
253
Dorman Products
DORM
$4.9B
| $84.7M | 0.08% |
+1,855,483
| New | +$84.7M |
|
|
OMG
254
DELISTED
OM GROUP INC.
OMG
| $84.6M | 0.08% |
+2,734,705
| New | +$84.6M |
|
255
MKS Inc. Common Stock
MKSI
$6.94B
| $84.4M | 0.08% |
+3,179,104
| New | +$84.4M |
|
|
AWH
256
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $84.3M | 0.08% |
+920,792
| New | +$84.3M |
|
257
DuPont de Nemours
DD
$32.2B
| $84M | 0.08% |
+2,611,468
| New | +$84M |
|
258
RTX Corp
RTX
$212B
| $83.9M | 0.08% |
+902,126
| New | +$83.9M |
|
259
Tyson Foods
TSN
$20.2B
| $83.1M | 0.08% |
+3,237,478
| New | +$83.1M |
|
|
PXD
260
DELISTED
Pioneer Natural Resource Co.
PXD
| $83M | 0.08% |
+573,335
| New | +$83M |
|
261
America Movil
AMX
$60.3B
| $82.6M | 0.08% |
+3,802,425
| New | +$82.6M |
|
262
Travelers Companies
TRV
$61.1B
| $82.6M | 0.08% |
+1,033,154
| New | +$82.6M |
|
|
SFG
263
DELISTED
STANCORP FINL GRP
SFG
| $82.4M | 0.08% |
+1,667,588
| New | +$82.4M |
|
264
Televisa
TV
$1.49B
| $82M | 0.08% |
+3,303,846
| New | +$82M |
|
265
Horace Mann Educators
HMN
$1.87B
| $81.7M | 0.08% |
+3,352,705
| New | +$81.7M |
|
266
SL Green Realty
SLG
$4.04B
| $81.7M | 0.08% |
+926,696
| New | +$81.7M |
|
|
VALE.P
267
DELISTED
Vale S A
VALE.P
| $81.7M | 0.08% |
+6,716,618
| New | +$81.7M |
|
268
Pentair
PNR
$17.6B
| $81.5M | 0.08% |
+1,412,365
| New | +$81.5M |
|
|
LLL
269
DELISTED
L3 Technologies, Inc.
LLL
| $81.1M | 0.08% |
+946,105
| New | +$81.1M |
|
270
Bristol-Myers Squibb
BMY
$96B
| $81.1M | 0.08% |
+1,813,360
| New | +$81.1M |
|
271
Commercial Metals
CMC
$6.4B
| $80.6M | 0.08% |
+5,459,176
| New | +$80.6M |
|
272
Popular Inc
BPOP
$8.49B
| $80.5M | 0.08% |
+2,655,584
| New | +$80.5M |
|
273
Digital Realty Trust
DLR
$57.2B
| $80.4M | 0.08% |
+1,317,606
| New | +$80.4M |
|
274
Provident Financial Services
PFS
$2.59B
| $80.2M | 0.08% |
+5,084,602
| New | +$80.2M |
|
275
Royal Caribbean
RCL
$96.2B
| $80M | 0.08% |
+2,400,362
| New | +$80M |
|