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 |
NVIDIA
NVDA
|
+$1.06B |
| 2 |
Apple
AAPL
|
+$625M |
| 3 |
UnitedHealth
UNH
|
+$201M |
| 4 |
Cisco
CSCO
|
+$192M |
| 5 |
Johnson & Johnson
JNJ
|
+$182M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$608M |
| 2 |
Broadcom
AVGO
|
+$240M |
| 3 |
United Rentals
URI
|
+$212M |
| 4 |
CRH
CRH
|
+$200M |
| 5 |
Pfizer
PFE
|
+$174M |
Sector Composition
| 1 | Technology | 18.69% |
| 2 | Financials | 17.09% |
| 3 | Industrials | 13.01% |
| 4 | Consumer Discretionary | 11.1% |
| 5 | Healthcare | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2801
HDFC Bank
HDB
$180B
| $1.92M | ﹤0.01% |
34,254
+11,420
| +50% | +$639K |
|
2802
Middlefield Banc Corp
MBCN
$238M
| $1.91M | ﹤0.01% |
80,071
-1,644
| -2% | -$39.3K |
|
2803
eXp World Holdings
EXPI
$1.76B
| $1.91M | ﹤0.01% |
185,068
+997
| +0.5% | +$10.3K |
|
2804
Ark Restaurants
ARKR
$25.6M
| $1.9M | ﹤0.01% |
135,610
-2,756
| -2% | -$38.7K |
|
2805
Berkshire Hathaway Class A
BRK.A
$1.06T
| $1.9M | ﹤0.01% |
3
| – | – |
|
|
PSTX
2806
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $1.88M | ﹤0.01% |
590,140
+102,939
| +21% | +$328K |
|
|
MAGN
2807
Magnera Corporation
MAGN
$404M
| $1.88M | ﹤0.01% |
72,120
-12,848
| -15% | -$334K |
|
2808
LifeVantage
LFVN
$143M
| $1.87M | ﹤0.01% |
309,744
-3,634
| -1% | -$22K |
|
2809
Tango Therapeutics
TNGX
$708M
| $1.87M | ﹤0.01% |
235,656
+175,742
| +293% | +$1.4M |
|
|
GOOS
2810
Canada Goose Holdings
GOOS
$1.42B
| $1.87M | ﹤0.01% |
154,891
+2,237
| +1% | +$27K |
|
2811
MBIA
MBI
$374M
| $1.86M | ﹤0.01% |
275,577
-627,228
| -69% | -$4.24M |
|
2812
Viant Technology
DSP
$159M
| $1.85M | ﹤0.01% |
173,169
+16,268
| +10% | +$173K |
|
|
CBL
2813
CBL Properties
CBL
$982M
| $1.83M | ﹤0.01% |
80,008
+15,712
| +24% | +$360K |
|
2814
Spirit AeroSystems
SPR
$4.76B
| $1.83M | ﹤0.01% |
50,642
-16,372
| -24% | -$591K |
|
2815
Mama's Creations
MAMA
$363M
| $1.83M | ﹤0.01% |
365,000
+65,527
| +22% | +$328K |
|
2816
Celldex Therapeutics
CLDX
$1.66B
| $1.82M | ﹤0.01% |
43,431
-187,040
| -81% | -$7.85M |
|
2817
Bowman Consulting
BWMN
$703M
| $1.82M | ﹤0.01% |
52,337
+3,638
| +7% | +$127K |
|
2818
Five Point Holdings
FPH
$412M
| $1.82M | ﹤0.01% |
580,465
+21,323
| +4% | +$66.7K |
|
2819
Emerald Holding
EEX
$960M
| $1.81M | ﹤0.01% |
266,410
+29,424
| +12% | +$200K |
|
2820
Caledonia Mining Corp
CMCL
$597M
| $1.81M | ﹤0.01% |
163,827
+11,260
| +7% | +$125K |
|
|
SII
2821
Sprott
SII
$1.78B
| $1.78M | ﹤0.01% |
48,177
+10,466
| +28% | +$387K |
|
2822
Inspired Entertainment
INSE
$250M
| $1.77M | ﹤0.01% |
179,959
-12,296
| -6% | -$121K |
|
2823
Arrowhead Research
ARWR
$3.99B
| $1.74M | ﹤0.01% |
61,007
-486,779
| -89% | -$13.9M |
|
2824
CEMIG Preferred Shares
CIG
$5.81B
| $1.72M | ﹤0.01% |
903,182
+46,683
| +5% | +$88.7K |
|
|
PLL
2825
DELISTED
Piedmont Lithium
PLL
| $1.71M | ﹤0.01% |
128,085
-17,332
| -12% | -$231K |
|