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 | 12.31% |
| 4 | Consumer Discretionary | 10.89% |
| 5 | Healthcare | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3201
Team
TISI
$86.4M
| $140K | ﹤0.01% |
+11,049
| New | +$140K |
|
3202
KORU Medical Systems
KRMD
$188M
| $139K | ﹤0.01% |
36,200
| – | – |
|
3203
Home Federal Bancorp
HFBL
| $139K | ﹤0.01% |
11,048
+12
| +0.1% | +$151 |
|
3204
MediciNova
MNOV
$63.3M
| $139K | ﹤0.01% |
66,215
+4,930
| +8% | +$10.4K |
|
3205
Purple Innovation
PRPL
$122M
| $138K | ﹤0.01% |
177,022
| – | – |
|
3206
Getty Images
GETY
$772M
| $138K | ﹤0.01% |
64,007
+12,542
| +24% | +$27.1K |
|
3207
Data Storage Corp
DTST
$32.4M
| $138K | ﹤0.01% |
32,654
+4,061
| +14% | +$17.2K |
|
3208
Greenfire Resources
GFR
$358M
| $138K | ﹤0.01% |
+19,528
| New | +$138K |
|
3209
Eletrobras Preferred Shares
EBR.B
$20B
| $137K | ﹤0.01% |
22,431
-1,600
| -7% | -$9.78K |
|
3210
Creative Realities
CREX
$24.6M
| $135K | ﹤0.01% |
54,948
+5,928
| +12% | +$14.5K |
|
3211
Inotiv
NOTV
$56.3M
| $131K | ﹤0.01% |
31,626
+6,216
| +24% | +$25.7K |
|
3212
KLX Energy Services
KLXE
$33.7M
| $131K | ﹤0.01% |
26,215
| – | – |
|
3213
Tenax Therapeutics
TENX
$27.4M
| $130K | ﹤0.01% |
21,006
| – | – |
|
3214
HilleVax
HLVX
$105M
| $128K | ﹤0.01% |
61,947
-10,634
| -15% | -$22K |
|
3215
AXT Inc
AXTI
$143M
| $128K | ﹤0.01% |
58,975
-942,309
| -94% | -$2.04M |
|
3216
Palladyne AI
PDYN
$286M
| $126K | ﹤0.01% |
+10,257
| New | +$126K |
|
|
GOGL
3217
DELISTED
Golden Ocean Group
GOGL
| $124K | ﹤0.01% |
+13,883
| New | +$124K |
|
3218
Exagen
XGN
$213M
| $124K | ﹤0.01% |
30,222
+435
| +1% | +$1.78K |
|
3219
Corvus Pharmaceuticals
CRVS
$459M
| $122K | ﹤0.01% |
22,793
+10,869
| +91% | +$58.1K |
|
3220
XPeng
XPEV
$18.9B
| $122K | ﹤0.01% |
+10,311
| New | +$122K |
|
3221
IZEA Worldwide
IZEA
$60.7M
| $121K | ﹤0.01% |
44,111
+8,547
| +24% | +$23.5K |
|
|
SUP
3222
DELISTED
Superior Industries International
SUP
| $120K | ﹤0.01% |
58,815
-142,016
| -71% | -$290K |
|
3223
Backblaze
BLZE
$491M
| $120K | ﹤0.01% |
19,905
| – | – |
|
3224
ThredUp
TDUP
$1.43B
| $119K | ﹤0.01% |
85,513
| – | – |
|
3225
Tandy Leather Factory
TLF
$24.8M
| $118K | ﹤0.01% |
24,809
| – | – |
|