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 |
Meta Platforms (Facebook)
META
|
$278M |
| 2 |
Exxon Mobil
XOM
|
$270M |
| 3 |
Verizon
VZ
|
$141M |
| 4 |
Yum China
YUMC
|
$135M |
| 5 |
Chevron
CVX
|
$122M |
Top Sells
Sector Composition
| 1 | Financials | 17.74% |
| 2 | Technology | 15.29% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 11.81% |
| 5 | Consumer Discretionary | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
IMA
3351
ImageneBio, Inc. Common Stock
IMA
$89M
| $90K | ﹤0.01% |
2,095
+1,251
| +148% | +$53.7K |
|
3352
PDS Biotechnology
PDSB
$56.4M
| $90K | ﹤0.01% |
30,381
-789
| -3% | -$2.34K |
|
3353
Latham Group
SWIM
$960M
| $90K | ﹤0.01% |
25,112
-6,635
| -21% | -$23.8K |
|
|
ORKA
3354
Oruka Therapeutics, Inc. Common Stock
ORKA
$612M
| $88K | ﹤0.01% |
3,542
| – | – |
|
|
VAPO
3355
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $87K | ﹤0.01% |
6,893
-9,436
| -58% | -$119K |
|
3356
Turkcell
TKC
$4.83B
| $86K | ﹤0.01% |
32,386
+7,655
| +31% | +$20.3K |
|
|
WIMI
3357
WiMi Hologram Cloud
WIMI
$38.1M
| $83K | ﹤0.01% |
5,377
+417
| +8% | +$6.44K |
|
3358
Flexible Solutions
FSI
$120M
| $82K | ﹤0.01% |
49,116
+254
| +0.5% | +$424 |
|
3359
CEL-SCI Corp
CVM
$72.2M
| $80K | ﹤0.01% |
867
-853
| -50% | -$78.7K |
|
3360
Medallion Financial
MFIN
$249M
| $80K | ﹤0.01% |
11,451
| – | – |
|
3361
Pioneer Power Solutions
PPSI
$42.7M
| $80K | ﹤0.01% |
28,174
-22,327
| -44% | -$63.4K |
|
3362
Lendway
LDWY
$10.1M
| $78K | ﹤0.01% |
12,704
+500
| +4% | +$3.07K |
|
|
SY
3363
So-Young International
SY
$371M
| $78K | ﹤0.01% |
108,819
-19,692
| -15% | -$14.1K |
|
3364
Ovid Therapeutics
OVID
$87.5M
| $77K | ﹤0.01% |
+41,720
| New | +$77K |
|
3365
Sabre
SABR
$675M
| $75K | ﹤0.01% |
14,544
-79,947
| -85% | -$412K |
|
|
WPRT
3366
Westport Fuel Systems
WPRT
$43.7M
| $75K | ﹤0.01% |
8,589
| – | – |
|
|
RIDE
3367
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
| $75K | ﹤0.01% |
2,737
| – | – |
|
|
INZY
3368
DELISTED
Inozyme Pharma
INZY
| $73K | ﹤0.01% |
27,043
+13,956
| +107% | +$37.7K |
|
3369
WidePoint Corp
WYY
$49.2M
| $73K | ﹤0.01% |
34,106
-4,859
| -12% | -$10.4K |
|
|
DMTK
3370
DELISTED
DermTech, Inc. Common Stock
DMTK
| $70K | ﹤0.01% |
+17,698
| New | +$70K |
|
|
NEWP
3371
New Pacific Metals
NEWP
$352M
| $69K | ﹤0.01% |
32,662
-513
| -2% | -$1.08K |
|
|
APPH
3372
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $69K | ﹤0.01% |
35,276
-37,534
| -52% | -$73.4K |
|
3373
Houston American Energy
HUSA
$252M
| $68K | ﹤0.01% |
1,979
-4,798
| -71% | -$165K |
|
3374
MEI Pharma
MEIP
$139M
| $67K | ﹤0.01% |
8,688
-411
| -5% | -$3.17K |
|
|
DXYN
3375
DELISTED
Dixie Group Inc
DXYN
| $66K | ﹤0.01% |
61,644
-6,091
| -9% | -$6.52K |
|