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 |
GE Aerospace
GE
|
$1.17B |
| 2 |
AT&T
T
|
$1.17B |
| 3 |
Chevron
CVX
|
$1.15B |
| 4 |
Citigroup
C
|
$1B |
| 5 |
Bank of America
BAC
|
$970M |
Top Sells
Sector Composition
| 1 | Financials | 19.18% |
| 2 | Industrials | 12.66% |
| 3 | Energy | 10.8% |
| 4 | Technology | 9.12% |
| 5 | Consumer Discretionary | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Old Republic International
ORI
$10B
| $75.3M | 0.07% |
+5,853,646
| New | +$75.3M |
|
|
BKI
302
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
| $74.7M | 0.07% |
+2,017,965
| New | +$74.7M |
|
|
BOBE
303
DELISTED
Bob Evans Farms, Inc.
BOBE
| $74.7M | 0.07% |
+1,590,723
| New | +$74.7M |
|
304
CONMED
CNMD
$1.64B
| $74.7M | 0.07% |
+2,391,789
| New | +$74.7M |
|
|
SPN
305
DELISTED
Superior Energy Services, Inc.
SPN
| $74.1M | 0.07% |
+2,856,770
| New | +$74.1M |
|
306
Altria Group
MO
$112B
| $74M | 0.07% |
+2,114,446
| New | +$74M |
|
307
Sony
SONY
$162B
| $73.7M | 0.07% |
+17,383,210
| New | +$73.7M |
|
308
Gilead Sciences
GILD
$140B
| $73.1M | 0.07% |
+1,427,833
| New | +$73.1M |
|
|
RTI
309
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $73M | 0.07% |
+2,633,152
| New | +$73M |
|
310
MGIC Investment
MTG
$6.47B
| $72.7M | 0.07% |
+11,978,867
| New | +$72.7M |
|
|
BZ
311
DELISTED
BOISE INC COM STK (DE)
BZ
| $72.7M | 0.07% |
+8,512,714
| New | +$72.7M |
|
|
JNS
312
DELISTED
Janus Capital Group Inc
JNS
| $72.6M | 0.07% |
+8,534,753
| New | +$72.6M |
|
|
BKS
313
DELISTED
Barnes & Noble
BKS
| $72.4M | 0.07% |
+6,924,883
| New | +$72.4M |
|
314
MGM Resorts International
MGM
$10.4B
| $72.4M | 0.07% |
+4,895,833
| New | +$72.4M |
|
315
Nucor
NUE
$33.3B
| $72.3M | 0.07% |
+1,668,048
| New | +$72.3M |
|
316
AAR Corp
AIR
$2.72B
| $72.2M | 0.07% |
+3,282,949
| New | +$72.2M |
|
317
Delek US
DK
$1.92B
| $72.2M | 0.07% |
+2,506,903
| New | +$72.2M |
|
318
Lithia Motors
LAD
$8.51B
| $71.9M | 0.07% |
+1,349,582
| New | +$71.9M |
|
319
Principal Financial Group
PFG
$17.9B
| $71.8M | 0.07% |
+1,917,906
| New | +$71.8M |
|
|
ATVI
320
DELISTED
Activision Blizzard Inc.
ATVI
| $71.7M | 0.07% |
+5,028,267
| New | +$71.7M |
|
321
Post Holdings
POST
$6.03B
| $71.5M | 0.07% |
+2,502,956
| New | +$71.5M |
|
322
Tidewater
TDW
$2.79B
| $71.5M | 0.07% |
+38,910
| New | +$71.5M |
|
323
eBay
EBAY
$41.2B
| $71.4M | 0.07% |
+3,279,638
| New | +$71.4M |
|
|
IM
324
DELISTED
Ingram Micro
IM
| $70.9M | 0.07% |
+3,735,199
| New | +$70.9M |
|
325
3M
MMM
$81B
| $70.8M | 0.07% |
+774,423
| New | +$70.8M |
|