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 |
American Tower
AMT
|
+$259M |
| 2 |
Pfizer
PFE
|
+$177M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$163M |
| 4 |
Amazon
AMZN
|
+$161M |
| 5 |
DuPont de Nemours
DD
|
+$149M |
Top Sells
| 1 |
LNCE
Snyders-Lance, Inc.
LNCE
|
+$179M |
| 2 |
ASGN Inc
ASGN
|
+$176M |
| 3 |
CAA
CalAtlantic Group, Inc.
CAA
|
+$175M |
| 4 |
CPN
Calpine Corporation
CPN
|
+$151M |
| 5 |
TIME
Time Inc.
TIME
|
+$126M |
Sector Composition
| 1 | Financials | 20.1% |
| 2 | Technology | 13.18% |
| 3 | Industrials | 13.05% |
| 4 | Consumer Discretionary | 10.56% |
| 5 | Healthcare | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2876
ZTO Express
ZTO
$15.4B
| $1.88M | ﹤0.01% |
+125,461
| New | +$1.88M |
|
2877
CarParts.com
PRTS
$47.5M
| $1.85M | ﹤0.01% |
904,221
+22,084
| +3% | +$45.3K |
|
|
FNJN
2878
DELISTED
Finjan Holdings, Inc.
FNJN
| $1.83M | ﹤0.01% |
564,457
+133,006
| +31% | +$432K |
|
2879
GoPro
GPRO
$258M
| $1.83M | ﹤0.01% |
382,524
-1,515
| -0.4% | -$7.26K |
|
2880
Bel Fuse Class A
BELFA
$1.49B
| $1.83M | ﹤0.01% |
110,924
| – | – |
|
2881
Pixelworks
PXLW
$61.5M
| $1.83M | ﹤0.01% |
39,391
+14,024
| +55% | +$651K |
|
|
SUNE
2882
SUNation Energy, Inc. Common Stock
SUNE
$5.01M
| $1.83M | ﹤0.01% |
1
| – | – |
|
|
LKM
2883
DELISTED
Link Motion Inc.
LKM
| $1.82M | ﹤0.01% |
1,093,766
+38,410
| +4% | +$63.8K |
|
2884
Federal Agricultural Mortgage Class A
AGM.A
$1.52B
| $1.79M | ﹤0.01% |
22,261
| – | – |
|
2885
SB Financial Group
SBFG
$136M
| $1.78M | ﹤0.01% |
101,794
+15,134
| +17% | +$265K |
|
|
ACFC
2886
DELISTED
Atlantic Coast Financial Corporation
ACFC
| $1.78M | ﹤0.01% |
172,299
| – | – |
|
2887
Brookfield
BN
$100B
| $1.77M | ﹤0.01% |
84,542
+2,422
| +3% | +$50.6K |
|
2888
First Bank
FRBA
$415M
| $1.75M | ﹤0.01% |
121,810
+39,575
| +48% | +$570K |
|
|
CRR
2889
DELISTED
Carbo Ceramics Inc.
CRR
| $1.75M | ﹤0.01% |
241,051
-300
| -0.1% | -$2.18K |
|
2890
Minerva Neurosciences
NERV
$15M
| $1.74M | ﹤0.01% |
34,823
+26,698
| +329% | +$1.33M |
|
2891
Climb Global Solutions
CLMB
$586M
| $1.74M | ﹤0.01% |
133,747
+1,100
| +0.8% | +$14.3K |
|
2892
Gray Media, Inc. Class A
GTN.A
$1.02B
| $1.72M | ﹤0.01% |
165,023
| – | – |
|
2893
Woori Financial
WF
$13.8B
| $1.72M | ﹤0.01% |
41,488
+5,115
| +14% | +$212K |
|
2894
Tenaris
TS
$18.5B
| $1.7M | ﹤0.01% |
49,096
-79
| -0.2% | -$2.74K |
|
|
FAC
2895
DELISTED
First Acceptance Corp.
FAC
| $1.7M | ﹤0.01% |
1,998,572
-46,503
| -2% | -$39.5K |
|
|
SLCT
2896
DELISTED
Select Bancorp, Inc.
SLCT
| $1.67M | ﹤0.01% |
125,060
-4,269
| -3% | -$57K |
|
|
STRR
2897
DELISTED
Star Equity Holdings
STRR
| $1.65M | ﹤0.01% |
21,344
| – | – |
|
|
PDS
2898
Precision Drilling
PDS
$759M
| $1.63M | ﹤0.01% |
29,367
-2
| -0% | -$111 |
|
2899
Verastem
VSTM
$608M
| $1.62M | ﹤0.01% |
45,425
-8,529
| -16% | -$305K |
|
2900
Bio-Rad Laboratories Class B
BIO.B
| $1.61M | ﹤0.01% |
6,429
| – | – |
|