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 | |
|---|---|---|---|---|---|---|
2951
BlackLine
BL
$3.41B
| $770K | ﹤0.01% |
12,855
-4,986
| -28% | -$299K |
|
2952
Kentucky First Federal Bancorp
KFFB
$27.5M
| $770K | ﹤0.01% |
107,032
-1,082
| -1% | -$7.78K |
|
|
PYCR
2953
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $770K | ﹤0.01% |
26,064
+18,189
| +231% | +$537K |
|
2954
DallasNews
DALN
$76.9M
| $769K | ﹤0.01% |
165,738
-38,451
| -19% | -$178K |
|
2955
Mizuho Financial
MFG
$82.4B
| $765K | ﹤0.01% |
346,221
-3,160
| -0.9% | -$6.98K |
|
|
AIOT
2956
PowerFleet, Inc. Common Stock
AIOT
$699M
| $761K | ﹤0.01% |
246,849
+3,893
| +2% | +$12K |
|
2957
Digital Turbine
APPS
$494M
| $760K | ﹤0.01% |
52,721
| – | – |
|
2958
Data I/O
DAIO
$32.4M
| $760K | ﹤0.01% |
272,347
+9,053
| +3% | +$25.3K |
|
2959
Aclaris Therapeutics
ACRS
$213M
| $756K | ﹤0.01% |
+48,017
| New | +$756K |
|
2960
Phillips Edison & Co
PECO
$4.52B
| $754K | ﹤0.01% |
26,879
+8,517
| +46% | +$239K |
|
2961
Zentalis Pharmaceuticals
ZNTL
$113M
| $744K | ﹤0.01% |
34,348
-37,362
| -52% | -$809K |
|
2962
908 Devices
MASS
$206M
| $735K | ﹤0.01% |
44,678
+7,381
| +20% | +$121K |
|
2963
EyePoint Pharmaceuticals
EYPT
$919M
| $731K | ﹤0.01% |
92,412
-9,187
| -9% | -$72.7K |
|
2964
Franklin Financial Services
FRAF
$213M
| $729K | ﹤0.01% |
23,094
+3,015
| +15% | +$95.2K |
|
2965
Bank7 Corp
BSVN
$464M
| $726K | ﹤0.01% |
32,790
+15,070
| +85% | +$334K |
|
|
AFMD
2966
DELISTED
Affimed
AFMD
| $720K | ﹤0.01% |
34,942
+2,963
| +9% | +$61.1K |
|
2967
Amplify Energy
AMPY
$161M
| $720K | ﹤0.01% |
+109,663
| New | +$720K |
|
|
XNET
2968
Xunlei
XNET
$470M
| $719K | ﹤0.01% |
517,440
-37,445
| -7% | -$52K |
|
2969
Stitch Fix
SFIX
$757M
| $710K | ﹤0.01% |
179,843
+74,810
| +71% | +$295K |
|
|
PTRA
2970
DELISTED
Proterra Inc. Common Stock
PTRA
| $710K | ﹤0.01% |
+142,646
| New | +$710K |
|
2971
Everspin Technologies
MRAM
$155M
| $694K | ﹤0.01% |
119,886
+47,330
| +65% | +$274K |
|
2972
Nuvation Bio
NUVB
$1.15B
| $694K | ﹤0.01% |
309,678
+255,995
| +477% | +$574K |
|
2973
Clover Health Investments
CLOV
$1.61B
| $693K | ﹤0.01% |
+407,534
| New | +$693K |
|
|
FLNT
2974
Fluent
FLNT
$49.3M
| $692K | ﹤0.01% |
85,432
-31,298
| -27% | -$254K |
|
2975
Purple Innovation
PRPL
$116M
| $691K | ﹤0.01% |
170,492
-74,301
| -30% | -$301K |
|