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 |
Walmart
WMT
|
$616M |
| 4 |
UnitedHealth
UNH
|
$201M |
| 5 |
Cisco
CSCO
|
$192M |
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 | |
|---|---|---|---|---|---|---|
3251
Lightbridge
LTBR
$392M
| $108K | ﹤0.01% | 36,619 -6,423 | -15% | -$18.9K |
|
3252
LivePerson
LPSN
$90.1M
| $108K | ﹤0.01% | 107,841 -70,794 | -40% | -$70.6K |
|
|
LEV
3253
DELISTED
The Lion Electric Company
LEV
| $107K | ﹤0.01% | 75,230 | – | – |
|
3254
KLX Energy Services
KLXE
$35M
| $106K | ﹤0.01% | 13,730 -4 | -0% | -$31 |
|
|
PMD
3255
DELISTED
Psychemedics Corporation
PMD
| $106K | ﹤0.01% | 36,117 | – | – |
|
3256
loanDepot
LDI
$448M
| $105K | ﹤0.01% | +40,503 | New | +$105K |
|
3257
Lantern Pharma
LTRN
$44.1M
| $104K | ﹤0.01% | 11,828 | – | – |
|
|
VXRT
3258
DELISTED
Vaxart
VXRT
| $101K | ﹤0.01% | 77,823 -1,277 | -2% | -$1.66K |
|
3259
Stereotaxis
STXS
$261M
| $99.8K | ﹤0.01% | 38,232 -93,127 | -71% | -$243K |
|
3260
American Express Global Business Travel
GBTG
$3.99B
| $99.1K | ﹤0.01% | +16,482 | New | +$99.1K |
|
3261
Astrotech Corp
ASTC
$8.72M
| $98.4K | ﹤0.01% | 11,282 | – | – |
|
3262
Renovaro
RENB
$55M
| $95.8K | ﹤0.01% | 36,141 -8 | -0% | -$21 |
|
|
SY
3263
So-Young International
SY
$381M
| $94K | ﹤0.01% | 86,282 | – | – |
|
3264
Good Times Restaurants
GTIM
$17.6M
| $93.8K | ﹤0.01% | 37,979 +15,648 | +70% | +$38.7K |
|
|
ME
3265
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $92.6K | ﹤0.01% | 174,105 | – | – |
|
3266
FreightCar America
RAIL
$163M
| $92.6K | ﹤0.01% | 24,052 | – | – |
|
3267
CorMedix
CRMD
$1.11B
| $91.6K | ﹤0.01% | 21,601 | – | – |
|
3268
Dominari Holdings
DOMH
$94M
| $91.6K | ﹤0.01% | 37,376 | – | – |
|
3269
Immuneering
IMRX
$245M
| $90.6K | ﹤0.01% | 31,349 +14,665 | +88% | +$42.4K |
|
3270
Medallion Financial
MFIN
$245M
| $90.6K | ﹤0.01% | 11,451 | – | – |
|
3271
enVVeno Medical
NVNO
$15.4M
| $89.3K | ﹤0.01% | 16,411 -1,894 | -10% | -$10.3K |
|
3272
Marker Therapeutics
MRKR
$12M
| $87.2K | ﹤0.01% | 20,278 | – | – |
|
|
AKYA
3273
DELISTED
Akoya BioSciences
AKYA
| $86.3K | ﹤0.01% | 18,406 | – | – |
|
3274
Vaalco Energy
EGY
$405M
| $86.3K | ﹤0.01% | 12,383 | – | – |
|
3275
KORU Medical Systems
KRMD
$195M
| $85.4K | ﹤0.01% | 36,200 -4,316 | -11% | -$10.2K |
|