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 |
Exxon Mobil
XOM
|
+$267M |
| 2 |
Chevron
CVX
|
+$202M |
| 3 |
Tesla
TSLA
|
+$201M |
| 4 |
NVIDIA
NVDA
|
+$182M |
| 5 |
Pfizer
PFE
|
+$123M |
Top Sells
| 1 |
Apple
AAPL
|
+$270M |
| 2 |
First Solar
FSLR
|
+$147M |
| 3 |
Walmart
WMT
|
+$138M |
| 4 |
Steel Dynamics
STLD
|
+$123M |
| 5 |
Reliance Steel & Aluminium
RS
|
+$117M |
Sector Composition
| 1 | Technology | 17.96% |
| 2 | Financials | 15.55% |
| 3 | Industrials | 13.45% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Healthcare | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3251
Zynex
ZYXI
$44.2M
| $181K | ﹤0.01% |
18,914
+70
| +0.4% | +$671 |
|
3252
Tyra Biosciences
TYRA
$674M
| $181K | ﹤0.01% |
+10,601
| New | +$181K |
|
3253
ProPhase Labs
PRPH
$15.8M
| $180K | ﹤0.01% |
24,841
| – | – |
|
3254
AC Immune
ACIU
$221M
| $180K | ﹤0.01% |
60,952
+14,705
| +32% | +$43.5K |
|
3255
Telesat
TSAT
$325M
| $179K | ﹤0.01% |
19,034
-20,192
| -51% | -$190K |
|
3256
Taitron Components
TAIT
$21.1M
| $176K | ﹤0.01% |
42,166
| – | – |
|
3257
Solid Power
SLDP
$711M
| $176K | ﹤0.01% |
+69,192
| New | +$176K |
|
|
LOGC
3258
DELISTED
ContextLogic
LOGC
| $174K | ﹤0.01% |
26,508
+25,626
| +2,905% | +$169K |
|
|
IMMP
3259
Immutep
IMMP
$252M
| $173K | ﹤0.01% |
81,928
| – | – |
|
3260
Grupo Aval
AVAL
$4.04B
| $172K | ﹤0.01% |
74,275
-1,099
| -1% | -$2.55K |
|
3261
Flexible Solutions
FSI
$120M
| $169K | ﹤0.01% |
63,325
| – | – |
|
3262
Dominari Holdings
DOMH
$94.7M
| $169K | ﹤0.01% |
58,005
-8,670
| -13% | -$25.2K |
|
3263
Home Federal Bancorp
HFBL
$41.6M
| $169K | ﹤0.01% |
11,496
+604
| +6% | +$8.87K |
|
3264
Udemy
UDMY
$1.02B
| $168K | ﹤0.01% |
+15,694
| New | +$168K |
|
3265
Crescent Energy
CRGY
$2.12B
| $168K | ﹤0.01% |
+16,084
| New | +$168K |
|
3266
Mustang Bio
MBIO
$9.85M
| $167K | ﹤0.01% |
+536
| New | +$167K |
|
|
SY
3267
So-Young International
SY
$411M
| $166K | ﹤0.01% |
90,466
+940
| +1% | +$1.73K |
|
3268
Root
ROOT
$1.56B
| $165K | ﹤0.01% |
+18,486
| New | +$165K |
|
3269
Vor Biopharma
VOR
$251M
| $163K | ﹤0.01% |
52,787
+9,898
| +23% | +$30.6K |
|
3270
Energy Services of America
ESOA
$165M
| $162K | ﹤0.01% |
55,795
-4,204
| -7% | -$12.2K |
|
3271
Bank Of The James
BOTJ
$70.4M
| $160K | ﹤0.01% |
17,244
| – | – |
|
3272
Astrotech Corp
ASTC
$8.49M
| $160K | ﹤0.01% |
11,276
| – | – |
|
3273
Educational Development Corp
EDUC
$9.44M
| $156K | ﹤0.01% |
131,207
-45,283
| -26% | -$53.9K |
|
|
UBX
3274
DELISTED
Unity Biotechnology
UBX
| $155K | ﹤0.01% |
60,947
-6,952
| -10% | -$17.7K |
|
3275
KORU Medical Systems
KRMD
$189M
| $154K | ﹤0.01% |
44,685
| – | – |
|