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 |
Huntington Bancshares
HBAN
|
$217M |
| 2 |
Amazon
AMZN
|
$170M |
| 3 |
Microsoft
MSFT
|
$140M |
| 4 |
Apple
AAPL
|
$140M |
| 5 |
Bristol-Myers Squibb
BMY
|
$138M |
Top Sells
| 1 |
TCF
TCF Financial Corporation Common Stock
TCF
|
$302M |
| 2 |
CTB
Cooper Tire & Rubber Co.
CTB
|
$212M |
| 3 |
Ford
F
|
$202M |
| 4 |
Booking.com
BKNG
|
$159M |
| 5 |
JPMorgan Chase
JPM
|
$138M |
Sector Composition
| 1 | Financials | 17.39% |
| 2 | Technology | 16.04% |
| 3 | Industrials | 12.79% |
| 4 | Consumer Discretionary | 11.68% |
| 5 | Healthcare | 10.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABTC
3226
American Bitcoin Corp. Class A Common Stock
ABTC
$613M
| $365K | ﹤0.01% |
45
+14
| +45% | +$114K |
|
3227
Bioceres Crop Solutions
BIOX
$163M
| $362K | ﹤0.01% |
25,776
+5,829
| +29% | +$81.9K |
|
3228
Venus Concept
VERO
$4.24M
| $361K | ﹤0.01% |
703
+161
| +30% | +$82.7K |
|
3229
Adicet Bio
ACET
$60M
| $360K | ﹤0.01% |
+34,999
| New | +$360K |
|
3230
Franklin Financial Services
FRAF
$212M
| $354K | ﹤0.01% |
11,083
-49
| -0.4% | -$1.57K |
|
3231
MetroCity Bankshares
MCBS
$753M
| $354K | ﹤0.01% |
+20,222
| New | +$354K |
|
|
SRRA
3232
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
| $354K | ﹤0.01% |
18,129
+440
| +2% | +$8.59K |
|
3233
Amalgamated Financial
AMAL
$869M
| $351K | ﹤0.01% |
+22,475
| New | +$351K |
|
|
STRR
3234
DELISTED
Star Equity Holdings
STRR
| $351K | ﹤0.01% |
22,653
-1,477
| -6% | -$22.9K |
|
|
SPRT
3235
DELISTED
support.com, Inc.
SPRT
| $346K | ﹤0.01% |
89,687
+76
| +0.1% | +$293 |
|
3236
Neurogene
NGNE
$285M
| $343K | ﹤0.01% |
1,857
+1,124
| +153% | +$208K |
|
3237
Precipio
PRPO
$28.7M
| $343K | ﹤0.01% |
4,725
+3,595
| +318% | +$261K |
|
3238
TIM SA
TIMB
$10.3B
| $343K | ﹤0.01% |
29,629
| – | – |
|
3239
IF Bancorp
IROQ
$82.1M
| $337K | ﹤0.01% |
14,650
+463
| +3% | +$10.7K |
|
|
SOHO
3240
Sotherly Hotels
SOHO
$17M
| $337K | ﹤0.01% |
112,327
| – | – |
|
|
FSTX
3241
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
| $337K | ﹤0.01% |
+39,184
| New | +$337K |
|
3242
Ramaco Resources Class A
METC
$1.86B
| $335K | ﹤0.01% |
62,864
| – | – |
|
|
AIOT
3243
PowerFleet, Inc. Common Stock
AIOT
$670M
| $332K | ﹤0.01% |
+45,978
| New | +$332K |
|
3244
Ring Energy
REI
$207M
| $331K | ﹤0.01% |
111,252
+58,468
| +111% | +$174K |
|
3245
Aclaris Therapeutics
ACRS
$227M
| $327K | ﹤0.01% |
18,640
| – | – |
|
3246
Groupon
GRPN
$971M
| $327K | ﹤0.01% |
7,586
-57,256
| -88% | -$2.47M |
|
3247
Xeris Biopharma Holdings
XERS
$1.27B
| $326K | ﹤0.01% |
+80,187
| New | +$326K |
|
3248
Applied Therapeutics
APLT
$68.2M
| $325K | ﹤0.01% |
+15,663
| New | +$325K |
|
3249
First US Bancshares
FUSB
$69.2M
| $316K | ﹤0.01% |
29,382
+2,194
| +8% | +$23.6K |
|
3250
Zynex
ZYXI
$45.1M
| $311K | ﹤0.01% |
+22,044
| New | +$311K |
|