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 |
Apple
AAPL
|
$168M |
| 2 |
PACCAR
PCAR
|
$165M |
| 3 |
Exxon Mobil
XOM
|
$120M |
| 4 |
GE HealthCare
GEHC
|
$103M |
| 5 |
Visa
V
|
$96.1M |
Top Sells
| 1 |
Walmart
WMT
|
$331M |
| 2 |
JPMorgan Chase
JPM
|
$199M |
| 3 |
Thermo Fisher Scientific
TMO
|
$98.9M |
| 4 |
ConocoPhillips
COP
|
$80.4M |
| 5 |
NVIDIA
NVDA
|
$66.9M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 16.13% |
| 3 | Industrials | 13.08% |
| 4 | Healthcare | 11.06% |
| 5 | Consumer Discretionary | 10.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3301
Corbus Pharmaceuticals
CRBP
$119M
| $99.5K | ﹤0.01% |
+13,681
| New | +$99.5K |
|
|
BCEL
3302
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
| $98.9K | ﹤0.01% |
86,797
| – | – |
|
3303
Beyond Air
XAIR
$11.5M
| $98.6K | ﹤0.01% |
14,604
+809
| +6% | +$5.46K |
|
|
ZEPP
3304
Zepp Health
ZEPP
$696M
| $97.8K | ﹤0.01% |
74,663
-32,751
| -30% | -$42.9K |
|
3305
Blink Charging
BLNK
$115M
| $97.4K | ﹤0.01% |
+11,255
| New | +$97.4K |
|
|
RDFN
3306
DELISTED
Redfin
RDFN
| $97.1K | ﹤0.01% |
10,715
-66,557
| -86% | -$603K |
|
|
PVLA
3307
Palvella Therapeutics, Inc. Common Stock
PVLA
$583M
| $96.8K | ﹤0.01% |
99,163
-7,499
| -7% | -$7.32K |
|
|
IRD
3308
Opus Genetics, Inc. Common Stock
IRD
$73.7M
| $96K | ﹤0.01% |
25,592
| – | – |
|
3309
CPS Technologies
CPSH
$51.1M
| $95.4K | ﹤0.01% |
33,583
| – | – |
|
|
AFMD
3310
DELISTED
Affimed
AFMD
| $94.9K | ﹤0.01% |
127,228
-110,780
| -47% | -$82.6K |
|
3311
Allbirds
BIRD
$55.3M
| $94.7K | ﹤0.01% |
78,915
+5,084
| +7% | +$6.1K |
|
3312
VirTra
VTSI
$66.4M
| $92.2K | ﹤0.01% |
22,874
+5,467
| +31% | +$22K |
|
3313
Workhorse Group
WKHS
$19.8M
| $91.9K | ﹤0.01% |
69,104
-45,865
| -40% | -$61K |
|
3314
Lendway
LDWY
$9.7M
| $91.7K | ﹤0.01% |
12,704
| – | – |
|
3315
Cineverse
CNVS
$77.3M
| $91.4K | ﹤0.01% |
217,641
-40,914
| -16% | -$17.2K |
|
3316
Anixa Biosciences
ANIX
$99.5M
| $91.1K | ﹤0.01% |
21,177
| – | – |
|
3317
Gain Therapeutics
GANX
$68.7M
| $89.7K | ﹤0.01% |
18,607
+6,661
| +56% | +$32.1K |
|
|
HYPD
3318
Hyperion DeFi, Inc. Common Stock
HYPD
$33.8M
| $89.5K | ﹤0.01% |
+25,354
| New | +$89.5K |
|
3319
CorMedix
CRMD
$1.09B
| $89.4K | ﹤0.01% |
21,601
| – | – |
|
3320
Kartoon Studios
TOON
$38.9M
| $89.3K | ﹤0.01% |
+32,707
| New | +$89.3K |
|
|
ICAD
3321
DELISTED
iCAD Inc
ICAD
| $88.1K | ﹤0.01% |
70,988
| – | – |
|
3322
Medallion Financial
MFIN
$244M
| $87.8K | ﹤0.01% |
11,451
| – | – |
|
|
SPRB
3323
DELISTED
Spruce Biosciences, Inc. Common Stock
SPRB
| $86.6K | ﹤0.01% |
39,168
+28,907
| +282% | +$63.9K |
|
3324
PharmaCyte Biotech
PMCB
$6.39M
| $85.3K | ﹤0.01% |
+29,303
| New | +$85.3K |
|
|
ORKA
3325
Oruka Therapeutics, Inc. Common Stock
ORKA
$583M
| $84.6K | ﹤0.01% |
42,502
| – | – |
|