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 | |
|---|---|---|---|---|---|---|
3301
Milestone Pharmaceuticals
MIST
$156M
| $70.6K | ﹤0.01% | 39,450 -34,254 | -46% | -$61.3K |
|
3302
Franklin Wireless
FKWL
$52.3M
| $70.3K | ﹤0.01% | 23,499 | – | – |
|
|
CBIO
3303
Crescent Biopharma, Inc. Common Stock
CBIO
$200M
| $69.5K | ﹤0.01% | +23,156 | New | +$69.5K |
|
3304
Data Storage Corp
DTST
$33M
| $69.2K | ﹤0.01% | +12,098 | New | +$69.2K |
|
3305
Alpha Teknova
TKNO
$231M
| $69.2K | ﹤0.01% | 27,351 -192 | -0.7% | -$486 |
|
3306
Verrica Pharmaceuticals
VRCA
$52.8M
| $69K | ﹤0.01% | 11,654 | – | – |
|
3307
BRF SA
BRFS
$6.12B
| $68.1K | ﹤0.01% | 20,893 +1,062 | +5% | +$3.46K |
|
3308
Veritone
VERI
$169M
| $68.1K | ﹤0.01% | 12,947 -12 | -0.1% | -$63 |
|
3309
MEI Pharma
MEIP
$160M
| $67.8K | ﹤0.01% | 16,962 +6,016 | +55% | +$24.1K |
|
3310
Prelude Therapeutics
PRLD
$68.5M
| $67.8K | ﹤0.01% | 14,305 | – | – |
|
3311
Virgin Galactic
SPCE
$179M
| $66.2K | ﹤0.01% | 44,736 -4,660 | -9% | -$6.9K |
|
3312
Anixa Biosciences
ANIX
$96.3M
| $66.1K | ﹤0.01% | 21,177 | – | – |
|
3313
Ventyx Biosciences
VTYX
$171M
| $66.1K | ﹤0.01% | 12,010 -5,013 | -29% | -$27.6K |
|
3314
Assertio
ASRT
$80.4M
| $63.3K | ﹤0.01% | 65,997 | – | – |
|
3315
Arts-Way Manufacturing Co
ARTW
$16.1M
| $63.1K | ﹤0.01% | 30,943 -1,256 | -4% | -$2.56K |
|
3316
SurgePays
SURG
$53.3M
| $62.9K | ﹤0.01% | 16,333 +5,901 | +57% | +$22.7K |
|
3317
Patriot National Bancorp
PNBK
$157M
| $62.1K | ﹤0.01% | 16,980 | – | – |
|
|
BMTX
3318
DELISTED
BM Technologies, Inc.
BMTX
| $61.3K | ﹤0.01% | 37,122 -91 | -0.2% | -$150 |
|
3319
SOPHiA GENETICS
SOPH
$234M
| $60.9K | ﹤0.01% | +12,354 | New | +$60.9K |
|
3320
Oramed Pharmaceuticals
ORMP
$90.2M
| $60.4K | ﹤0.01% | +20,696 | New | +$60.4K |
|
3321
Lineage Cell Therapeutics
LCTX
$267M
| $59.9K | ﹤0.01% | 40,449 | – | – |
|
|
IAUX
3322
i-80 Gold Corp
IAUX
$653M
| $59.7K | ﹤0.01% | +44,547 | New | +$59.7K |
|
3323
Vor Biopharma
VOR
$250M
| $59.1K | ﹤0.01% | 24,919 +4,433 | +22% | +$10.5K |
|
3324
Sypris Solutions
SYPR
$44.4M
| $58.3K | ﹤0.01% | 36,695 -15,337 | -29% | -$24.4K |
|
3325
PharmaCyte Biotech
PMCB
$6.45M
| $58.2K | ﹤0.01% | 24,563 -4,744 | -16% | -$11.2K |
|