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 | |
|---|---|---|---|---|---|---|
2976
Avita Medical
RCEL
$114M
| $730K | ﹤0.01% |
45,534
-50,243
| -52% | -$805K |
|
2977
SkyWater Technology
SKYT
$532M
| $724K | ﹤0.01% |
71,151
+1,262
| +2% | +$12.8K |
|
2978
Werewolf Therapeutics
HOWL
$61.7M
| $723K | ﹤0.01% |
111,625
+48,702
| +77% | +$316K |
|
|
DOYU
2979
DouYu International Holdings
DOYU
$234M
| $723K | ﹤0.01% |
109,745
-8
| -0% | -$53 |
|
2980
Nuvation Bio
NUVB
$1.19B
| $719K | ﹤0.01% |
197,660
+155,422
| +368% | +$566K |
|
|
CLPR
2981
Clipper Realty
CLPR
$71.4M
| $711K | ﹤0.01% |
147,216
+4,367
| +3% | +$21.1K |
|
2982
Bioceres Crop Solutions
BIOX
$161M
| $709K | ﹤0.01% |
55,989
-2,255
| -4% | -$28.5K |
|
|
NIU
2983
Niu Technologies
NIU
$342M
| $704K | ﹤0.01% |
419,176
+26,023
| +7% | +$43.7K |
|
2984
Sundial Growers
SNDL
$615M
| $704K | ﹤0.01% |
351,086
| – | – |
|
2985
Broadwind
BWEN
$47.2M
| $701K | ﹤0.01% |
294,410
+21,772
| +8% | +$51.8K |
|
2986
ProFrac Holding
ACDC
$687M
| $700K | ﹤0.01% |
83,759
+43,594
| +109% | +$364K |
|
2987
Upstart Holdings
UPST
$6.56B
| $700K | ﹤0.01% |
26,037
+1,022
| +4% | +$27.5K |
|
2988
Neuronetics
STIM
$223M
| $700K | ﹤0.01% |
147,005
+32,353
| +28% | +$154K |
|
2989
Trinseo
TSE
$86.3M
| $698K | ﹤0.01% |
184,775
-186,252
| -50% | -$704K |
|
2990
Savara
SVRA
$665M
| $688K | ﹤0.01% |
138,211
-7,064
| -5% | -$35.2K |
|
2991
Trio-Tech International
TRT
$23.1M
| $680K | ﹤0.01% |
106,988
| – | – |
|
|
SPWR
2992
DELISTED
SunPower Corporation Common Stock
SPWR
| $664K | ﹤0.01% |
221,209
-13,039
| -6% | -$39.1K |
|
2993
Ramaco Resources Class B
METCB
$995M
| $664K | ﹤0.01% |
54,133
-536
| -1% | -$6.57K |
|
2994
RF Industries
RFIL
$78.1M
| $662K | ﹤0.01% |
213,441
-3,256
| -2% | -$10.1K |
|
2995
BK Technologies
BKTI
$258M
| $661K | ﹤0.01% |
45,288
-207
| -0.5% | -$3.02K |
|
2996
Erasca
ERAS
$440M
| $660K | ﹤0.01% |
320,261
-55,927
| -15% | -$115K |
|
2997
Affinity Bancshares
AFBI
$124M
| $656K | ﹤0.01% |
39,612
+774
| +2% | +$12.8K |
|
2998
Dianthus Therapeutics
DNTH
$1.02B
| $652K | ﹤0.01% |
21,728
+6,992
| +47% | +$210K |
|
2999
LGL Group
LGL
$35.7M
| $647K | ﹤0.01% |
101,906
| – | – |
|
3000
HF Foods Group
HFFG
$168M
| $637K | ﹤0.01% |
182,055
+70,627
| +63% | +$247K |
|