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 |
Merck
MRK
|
+$446M |
| 2 |
NVIDIA
NVDA
|
+$375M |
| 3 |
Apple
AAPL
|
+$319M |
| 4 |
EXE
Expand Energy Corporation Common Stock
EXE
|
+$317M |
| 5 |
Meta Platforms (Facebook)
META
|
+$310M |
Top Sells
| 1 |
SWN
Southwestern Energy Company
SWN
|
+$381M |
| 2 |
Exxon Mobil
XOM
|
+$324M |
| 3 |
MRO
Marathon Oil Corporation
MRO
|
+$223M |
| 4 |
SoFi Technologies
SOFI
|
+$160M |
| 5 |
VSTO
Vista Outdoor Inc.
VSTO
|
+$136M |
Sector Composition
| 1 | Technology | 20.48% |
| 2 | Financials | 18.31% |
| 3 | Industrials | 12.27% |
| 4 | Consumer Discretionary | 10.89% |
| 5 | Healthcare | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BITF
2826
Bitfarms
BITF
$967M
| $1.71M | ﹤0.01% |
1,148,423
+293,138
| +34% | +$437K |
|
2827
Enanta Pharmaceuticals
ENTA
$178M
| $1.71M | ﹤0.01% |
297,106
+102,646
| +53% | +$590K |
|
2828
BridgeBio Pharma
BBIO
$10.1B
| $1.69M | ﹤0.01% |
61,665
-1,036
| -2% | -$28.4K |
|
2829
Eagle Bancorp Montana
EBMT
$138M
| $1.69M | ﹤0.01% |
110,192
+9,870
| +10% | +$151K |
|
2830
Compañía de Cervecerías Unidas
CCU
$2.18B
| $1.68M | ﹤0.01% |
148,169
-8,527
| -5% | -$96.6K |
|
2831
Alector
ALEC
$287M
| $1.67M | ﹤0.01% |
882,120
+157,231
| +22% | +$297K |
|
2832
BGSF Inc
BGSF
$71.8M
| $1.66M | ﹤0.01% |
316,105
+7,592
| +2% | +$39.8K |
|
2833
10x Genomics
TXG
$1.57B
| $1.63M | ﹤0.01% |
113,382
-23,956
| -17% | -$344K |
|
|
BZUN
2834
Baozun
BZUN
$230M
| $1.63M | ﹤0.01% |
598,184
+5,915
| +1% | +$16.1K |
|
2835
First Savings Financial Group
FSFG
$190M
| $1.62M | ﹤0.01% |
61,169
+13,175
| +27% | +$350K |
|
2836
Flanigan's Enterprises
BDL
$51.1M
| $1.6M | ﹤0.01% |
63,230
+8
| +0% | +$202 |
|
|
SCWX
2837
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $1.59M | ﹤0.01% |
188,396
-188,431
| -50% | -$1.59M |
|
2838
MainStreet Bancshares
MNSB
$167M
| $1.59M | ﹤0.01% |
87,909
+5,510
| +7% | +$99.7K |
|
2839
SK Telecom
SKM
$8.33B
| $1.58M | ﹤0.01% |
75,293
-763
| -1% | -$16.1K |
|
2840
EVI Industries
EVI
$353M
| $1.57M | ﹤0.01% |
96,028
+1,480
| +2% | +$24.2K |
|
2841
FinWise Bancorp
FINW
$259M
| $1.57M | ﹤0.01% |
98,017
+136
| +0.1% | +$2.17K |
|
2842
Roivant Sciences
ROIV
$9.4B
| $1.55M | ﹤0.01% |
131,314
-71,627
| -35% | -$847K |
|
2843
Birkenstock
BIRK
$8.62B
| $1.55M | ﹤0.01% |
27,305
+15,961
| +141% | +$904K |
|
2844
Amplitude
AMPL
$1.48B
| $1.54M | ﹤0.01% |
146,366
-10,411
| -7% | -$110K |
|
2845
Perella Weinberg Partners
PWP
$1.4B
| $1.54M | ﹤0.01% |
64,452
-65,013
| -50% | -$1.55M |
|
2846
Zentalis Pharmaceuticals
ZNTL
$105M
| $1.53M | ﹤0.01% |
505,006
-638
| -0.1% | -$1.93K |
|
2847
Grupo Aeroportuario Centro Norte
OMAB
$5.17B
| $1.53M | ﹤0.01% |
22,257
-785
| -3% | -$53.9K |
|
2848
IAC Inc
IAC
$2.88B
| $1.53M | ﹤0.01% |
43,159
-12,844
| -23% | -$455K |
|
2849
Townsquare Media
TSQ
$115M
| $1.52M | ﹤0.01% |
166,852
-122,345
| -42% | -$1.11M |
|
2850
Maplebear
CART
$12.4B
| $1.51M | ﹤0.01% |
36,538
-348
| -0.9% | -$14.4K |
|