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 |
Meta Platforms (Facebook)
META
|
+$278M |
| 2 |
Exxon Mobil
XOM
|
+$270M |
| 3 |
Verizon
VZ
|
+$141M |
| 4 |
Yum China
YUMC
|
+$135M |
| 5 |
Chevron
CVX
|
+$122M |
Top Sells
Sector Composition
| 1 | Financials | 17.74% |
| 2 | Technology | 15.29% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 11.81% |
| 5 | Consumer Discretionary | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2726
Ardagh Metal Packaging
AMBP
$2.1B
| $1.87M | ﹤0.01% |
386,315
+264,930
| +218% | +$1.28M |
|
2727
IAMGOLD
IAG
$6.35B
| $1.87M | ﹤0.01% |
1,746,821
-667,950
| -28% | -$715K |
|
|
IMOS
2728
ChipMOS TECHNOLOGIES
IMOS
$629M
| $1.87M | ﹤0.01% |
100,807
-2,509
| -2% | -$46.5K |
|
2729
Goosehead Insurance
GSHD
$2.01B
| $1.87M | ﹤0.01% |
52,385
+10,902
| +26% | +$389K |
|
|
VIA
2730
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $1.87M | ﹤0.01% |
54,008
+2,211
| +4% | +$76.4K |
|
2731
AMREP Corp
AXR
$116M
| $1.85M | ﹤0.01% |
164,131
-5,321
| -3% | -$60K |
|
2732
First Community Corp
FCCO
$214M
| $1.85M | ﹤0.01% |
105,820
-689
| -0.6% | -$12.1K |
|
2733
Wipro
WIT
$29.4B
| $1.84M | ﹤0.01% |
780,794
+390,672
| +100% | +$920K |
|
2734
ACV Auctions
ACVA
$1.8B
| $1.84M | ﹤0.01% |
+255,536
| New | +$1.84M |
|
|
FREE
2735
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
| $1.83M | ﹤0.01% |
477,257
-54,755
| -10% | -$210K |
|
2736
Lazydays
GORV
$8.29M
| $1.83M | ﹤0.01% |
4,516
-660
| -13% | -$267K |
|
2737
Rocket Companies
RKT
$44.4B
| $1.83M | ﹤0.01% |
289,288
-37,018
| -11% | -$234K |
|
2738
Ponce Financial Group
PDLB
$334M
| $1.82M | ﹤0.01% |
198,758
+2,476
| +1% | +$22.7K |
|
|
ARC
2739
DELISTED
ARC Document Solutions, Inc.
ARC
| $1.8M | ﹤0.01% |
797,470
+150,249
| +23% | +$340K |
|
2740
Virco
VIRC
$127M
| $1.79M | ﹤0.01% |
421,301
+5,324
| +1% | +$22.7K |
|
2741
Vista Energy
VIST
$3.98B
| $1.79M | ﹤0.01% |
189,770
+42,222
| +29% | +$398K |
|
2742
European Wax Center
EWCZ
$161M
| $1.78M | ﹤0.01% |
+96,627
| New | +$1.78M |
|
2743
Flotek Industries
FTK
$331M
| $1.78M | ﹤0.01% |
296,948
-28,014
| -9% | -$168K |
|
2744
Chicago Rivet & Machine Co
CVR
$9.77M
| $1.77M | ﹤0.01% |
68,710
+576
| +0.8% | +$14.8K |
|
|
MACK
2745
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $1.77M | ﹤0.01% |
472,301
-4,407
| -0.9% | -$16.5K |
|
2746
Generation Bio
GBIO
$40.3M
| $1.77M | ﹤0.01% |
33,297
+20,483
| +160% | +$1.09M |
|
2747
Repay Holdings
RPAY
$487M
| $1.77M | ﹤0.01% |
+250,083
| New | +$1.77M |
|
2748
Genmab
GMAB
$17.1B
| $1.76M | ﹤0.01% |
54,862
+1,764
| +3% | +$56.7K |
|
2749
Eagle Bancorp Montana
EBMT
$138M
| $1.75M | ﹤0.01% |
92,102
-1,359
| -1% | -$25.8K |
|
2750
ARS Pharmaceuticals
SPRY
$1.04B
| $1.75M | ﹤0.01% |
330,734
+266,613
| +416% | +$1.41M |
|