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
|
$2.08B |
| 2 |
Microsoft
MSFT
|
$699M |
| 3 |
Exxon Mobil
XOM
|
$614M |
| 4 |
Apple
AAPL
|
$587M |
| 5 |
UnitedHealth
UNH
|
$448M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.1B |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$477M |
| 3 |
GE Aerospace
GE
|
$375M |
| 4 |
AEL
American Equity Investment Life Holding Company
AEL
|
$271M |
| 5 |
Applied Materials
AMAT
|
$209M |
Sector Composition
| 1 | Technology | 20.72% |
| 2 | Financials | 16.94% |
| 3 | Industrials | 12.29% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Healthcare | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3251
Weave Communications
WEAV
$597M
| $98K | ﹤0.01% |
10,866
| – | – |
|
3252
Lipocine
LPCN
$15.7M
| $97.8K | ﹤0.01% |
+11,870
| New | +$97.8K |
|
|
IMAB
3253
I-MAB
IMAB
$358M
| $97.5K | ﹤0.01% |
58,358
-2,049
| -3% | -$3.42K |
|
|
DZSI
3254
DELISTED
DZS Inc. Common Stock
DZSI
| $97.3K | ﹤0.01% |
82,913
-9,647
| -10% | -$11.3K |
|
3255
KORU Medical Systems
KRMD
$188M
| $95.9K | ﹤0.01% |
36,200
| – | – |
|
3256
Gevo
GEVO
$404M
| $95.5K | ﹤0.01% |
171,407
| – | – |
|
3257
BRF SA
BRFS
$5.86B
| $95.4K | ﹤0.01% |
23,448
+2,555
| +12% | +$10.4K |
|
3258
CorMedix
CRMD
$926M
| $93.5K | ﹤0.01% |
21,601
| – | – |
|
3259
Precigen
PGEN
$1.3B
| $92.6K | ﹤0.01% |
58,755
| – | – |
|
|
CLYM
3260
Climb Bio, Inc. Common Stock
CLYM
$162M
| $89.3K | ﹤0.01% |
+12,560
| New | +$89.3K |
|
3261
Wheels Up
UP
$1.4B
| $89.2K | ﹤0.01% |
47,217
| – | – |
|
3262
Personalis
PSNL
$465M
| $88.2K | ﹤0.01% |
75,373
-10,217
| -12% | -$12K |
|
3263
Medallion Financial
MFIN
$249M
| $87.9K | ﹤0.01% |
11,451
| – | – |
|
|
NAGE
3264
Niagen Bioscience, Inc. Common Stock
NAGE
$750M
| $87.7K | ﹤0.01% |
+32,111
| New | +$87.7K |
|
3265
Skillz
SKLZ
$114M
| $87.6K | ﹤0.01% |
+12,197
| New | +$87.6K |
|
3266
enVVeno Medical
NVNO
$14.9M
| $86.2K | ﹤0.01% |
16,411
| – | – |
|
3267
Lantern Pharma
LTRN
$46.5M
| $86K | ﹤0.01% |
18,413
+6,585
| +56% | +$30.8K |
|
|
SOHO
3268
Sotherly Hotels
SOHO
$17M
| $85.7K | ﹤0.01% |
74,548
| – | – |
|
3269
Aclaris Therapeutics
ACRS
$227M
| $84.4K | ﹤0.01% |
76,759
-12,302
| -14% | -$13.5K |
|
|
PFIE
3270
DELISTED
Profire Energy, Inc
PFIE
| $83.4K | ﹤0.01% |
58,764
-30,915
| -34% | -$43.9K |
|
3271
LINKBANCORP
LNKB
$270M
| $83.3K | ﹤0.01% |
13,613
-32,931
| -71% | -$202K |
|
3272
Oramed Pharmaceuticals
ORMP
$91.4M
| $80.9K | ﹤0.01% |
31,470
+10,774
| +52% | +$27.7K |
|
3273
Eledon Pharmaceuticals
ELDN
$162M
| $79.8K | ﹤0.01% |
+30,233
| New | +$79.8K |
|
3274
Assertio
ASRT
$76.8M
| $79.8K | ﹤0.01% |
64,304
-1,693
| -3% | -$2.1K |
|
3275
Data Storage Corp
DTST
$32.4M
| $79.4K | ﹤0.01% |
12,098
| – | – |
|