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 | 13.06% |
| 4 | Consumer Discretionary | 11.1% |
| 5 | Healthcare | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3201
Viridian Therapeutics
VRDN
$1.59B
| $176K | ﹤0.01% |
10,070
| – | – |
|
3202
Tyra Biosciences
TYRA
$657M
| $176K | ﹤0.01% |
10,750
+141
| +1% | +$2.31K |
|
|
DRD
3203
DRDGold
DRD
$1.8B
| $175K | ﹤0.01% |
+21,402
| New | +$175K |
|
3204
Leap Therapeutics
LPTX
$12M
| $175K | ﹤0.01% |
+65,617
| New | +$175K |
|
3205
NCS Multistage Holdings
NCSM
$108M
| $170K | ﹤0.01% |
10,639
-704
| -6% | -$11.3K |
|
3206
Solid Power
SLDP
$712M
| $168K | ﹤0.01% |
82,858
-26,363
| -24% | -$53.5K |
|
3207
Getty Images
GETY
$734M
| $167K | ﹤0.01% |
40,180
+24,847
| +162% | +$103K |
|
|
PFIE
3208
DELISTED
Profire Energy, Inc
PFIE
| $166K | ﹤0.01% |
89,679
-122,618
| -58% | -$227K |
|
3209
Grupo Aval
AVAL
$3.91B
| $165K | ﹤0.01% |
71,289
+1,379
| +2% | +$3.19K |
|
|
IMMP
3210
Immutep
IMMP
$237M
| $163K | ﹤0.01% |
70,005
| – | – |
|
|
ALLK
3211
DELISTED
Allakos
ALLK
| $161K | ﹤0.01% |
127,992
-113,958
| -47% | -$144K |
|
3212
US Gold Corp
USAU
$184M
| $160K | ﹤0.01% |
43,528
+8,481
| +24% | +$31.1K |
|
3213
PDS Biotechnology
PDSB
$60.6M
| $157K | ﹤0.01% |
39,641
-2,523
| -6% | -$9.99K |
|
3214
MediciNova
MNOV
$64.7M
| $156K | ﹤0.01% |
107,694
-44,836
| -29% | -$65K |
|
3215
US Global Investors
GROW
$32.1M
| $155K | ﹤0.01% |
55,684
+8,012
| +17% | +$22.3K |
|
3216
Santander
BSBR
$38.7B
| $154K | ﹤0.01% |
+26,969
| New | +$154K |
|
3217
Rhinebeck Bancorp
RBKB
$146M
| $154K | ﹤0.01% |
18,185
| – | – |
|
|
SGMA
3218
DELISTED
Sigmatron International
SGMA
| $153K | ﹤0.01% |
42,054
| – | – |
|
3219
Zevra Therapeutics
ZVRA
$501M
| $150K | ﹤0.01% |
25,944
-17,661
| -41% | -$102K |
|
3220
Design Therapeutics
DSGN
$339M
| $149K | ﹤0.01% |
36,855
-4,993
| -12% | -$20.1K |
|
3221
Barnwell Industries
BRN
$11.3M
| $147K | ﹤0.01% |
62,447
| – | – |
|
3222
Comstock Holding Companies
CHCI
$165M
| $146K | ﹤0.01% |
28,959
+155
| +0.5% | +$783 |
|
3223
IRIDEX
IRIX
$23.6M
| $144K | ﹤0.01% |
48,327
| – | – |
|
3224
Home Federal Bancorp
HFBL
$41.6M
| $142K | ﹤0.01% |
11,496
| – | – |
|
3225
Mersana Therapeutics
MRSN
$34.8M
| $140K | ﹤0.01% |
1,250
-2,817
| -69% | -$315K |
|