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 | |
|---|---|---|---|---|---|---|
2826
First Community Corp
FCCO
$214M
| $1.7M | ﹤0.01% |
97,752
| – | – |
|
|
PINE
2827
Alpine Income Property Trust
PINE
$217M
| $1.66M | ﹤0.01% |
108,948
+17,896
| +20% | +$273K |
|
2828
Mizuho Financial
MFG
$83.4B
| $1.64M | ﹤0.01% |
412,564
+7,024
| +2% | +$28K |
|
2829
Greene County Bancorp
GCBC
$384M
| $1.64M | ﹤0.01% |
56,977
+1,359
| +2% | +$39.1K |
|
2830
Aura Biosciences
AURA
$400M
| $1.64M | ﹤0.01% |
208,664
+30,946
| +17% | +$243K |
|
2831
Upland Software
UPLD
$67.9M
| $1.63M | ﹤0.01% |
528,976
+47,567
| +10% | +$147K |
|
2832
Rayonier
RYN
$4.04B
| $1.61M | ﹤0.01% |
50,971
+6,169
| +14% | +$195K |
|
2833
Riley Exploration Permian
REPX
$619M
| $1.61M | ﹤0.01% |
49,346
-3,346
| -6% | -$109K |
|
2834
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.6M | ﹤0.01% |
22,941
-2
| -0% | -$140 |
|
2835
PLAYSTUDIOS Inc
MYPS
$120M
| $1.6M | ﹤0.01% |
574,294
-131,710
| -19% | -$366K |
|
2836
Meridian
MRBK
$176M
| $1.59M | ﹤0.01% |
160,735
+17,704
| +12% | +$176K |
|
2837
Flanigan's Enterprises
BDL
$51.1M
| $1.59M | ﹤0.01% |
62,346
+761
| +1% | +$19.5K |
|
2838
Symbotic
SYM
$5.44B
| $1.57M | ﹤0.01% |
34,952
+9,263
| +36% | +$417K |
|
|
BIG
2839
DELISTED
Big Lots, Inc.
BIG
| $1.57M | ﹤0.01% |
362,761
-108,626
| -23% | -$470K |
|
2840
Ardelyx
ARDX
$1.6B
| $1.55M | ﹤0.01% |
211,958
-44,998
| -18% | -$328K |
|
2841
Atea Pharmaceuticals
AVIR
$250M
| $1.55M | ﹤0.01% |
382,932
+290,581
| +315% | +$1.17M |
|
2842
Ceragon Networks
CRNT
$180M
| $1.52M | ﹤0.01% |
475,832
| – | – |
|
2843
ORIX
IX
$29.8B
| $1.52M | ﹤0.01% |
69,050
| – | – |
|
2844
Enel Chile
ENIC
$5.02B
| $1.52M | ﹤0.01% |
498,845
+95,697
| +24% | +$292K |
|
|
SUP
2845
DELISTED
Superior Industries International
SUP
| $1.52M | ﹤0.01% |
522,526
-16,317
| -3% | -$47.3K |
|
|
STRR
2846
Star Equity Holdings, Inc. Common Stock
STRR
$34.6M
| $1.51M | ﹤0.01% |
85,398
-1,779
| -2% | -$31.4K |
|
|
BHR
2847
Braemar Hotels & Resorts
BHR
$199M
| $1.51M | ﹤0.01% |
753,373
-4,413
| -0.6% | -$8.83K |
|
2848
RxSight
RXST
$410M
| $1.5M | ﹤0.01% |
29,143
-2,568
| -8% | -$132K |
|
2849
Adtran
ADTN
$828M
| $1.5M | ﹤0.01% |
276,277
+245,554
| +799% | +$1.34M |
|
2850
Workiva
WK
$4.24B
| $1.49M | ﹤0.01% |
17,609
-7,326
| -29% | -$621K |
|