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 |
Exxon Mobil
XOM
|
$267M |
| 2 |
Chevron
CVX
|
$202M |
| 3 |
Tesla
TSLA
|
$201M |
| 4 |
NVIDIA
NVDA
|
$182M |
| 5 |
Pfizer
PFE
|
$123M |
Top Sells
| 1 |
Apple
AAPL
|
$270M |
| 2 |
First Solar
FSLR
|
$147M |
| 3 |
Walmart
WMT
|
$138M |
| 4 |
Steel Dynamics
STLD
|
$123M |
| 5 |
Reliance Steel & Aluminium
RS
|
$117M |
Sector Composition
| 1 | Technology | 17.96% |
| 2 | Financials | 15.55% |
| 3 | Industrials | 13.49% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Healthcare | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CYT
3401
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
| $54.8K | ﹤0.01% |
+21,064
| New | +$54.8K |
|
3402
AmpliTech
AMPG
$84.4M
| $53.8K | ﹤0.01% |
23,269
+9,582
| +70% | +$22.1K |
|
3403
Abeona Therapeutics
ABEO
$350M
| $52.4K | ﹤0.01% |
12,991
| – | – |
|
3404
Kartoon Studios
TOON
$39.7M
| $51.3K | ﹤0.01% |
26,694
-6,013
| -18% | -$11.5K |
|
3405
Electro-Sensors
ELSE
$16.3M
| $51.2K | ﹤0.01% |
11,461
| – | – |
|
3406
OptimumBank Holdings
OPHC
$49.6M
| $50.8K | ﹤0.01% |
17,154
| – | – |
|
3407
Precision BioSciences
DTIL
$58.2M
| $50.2K | ﹤0.01% |
3,182
-8
| -0.3% | -$126 |
|
|
LGO
3408
Largo
LGO
$93M
| $49.4K | ﹤0.01% |
11,580
-3,721
| -24% | -$15.9K |
|
3409
Intellicheck
IDN
$105M
| $48.8K | ﹤0.01% |
19,751
-8
| -0% | -$20 |
|
3410
Xilio Therapeutics
XLO
$36.4M
| $46.8K | ﹤0.01% |
17,881
| – | – |
|
3411
Alaunos Therapeutics
TCRT
$4.27M
| $46.1K | ﹤0.01% |
603
-6
| -1% | -$459 |
|
3412
Cardiff Oncology
CRDF
$139M
| $46K | ﹤0.01% |
31,299
| – | – |
|
|
WIMI
3413
WiMi Hologram Cloud
WIMI
$36.1M
| $45.5K | ﹤0.01% |
4,139
| – | – |
|
3414
Oxbridge Re Holdings
OXBR
$14.9M
| $44.9K | ﹤0.01% |
25,093
-16,276
| -39% | -$29.1K |
|
3415
Protara Therapeutics
TARA
$122M
| $44.8K | ﹤0.01% |
18,752
+1,918
| +11% | +$4.58K |
|
3416
Pyxis Oncology
PYXS
$94.3M
| $44.8K | ﹤0.01% |
17,490
+5,403
| +45% | +$13.8K |
|
3417
Lyell Immunopharma
LYEL
$217M
| $42.8K | ﹤0.01% |
673
-1,464
| -69% | -$93.1K |
|
|
BBIG
3418
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
| $40.6K | ﹤0.01% |
+33,317
| New | +$40.6K |
|
|
NXDR
3419
Nextdoor Holdings
NXDR
$798M
| $38.6K | ﹤0.01% |
+11,832
| New | +$38.6K |
|
|
BCEL
3420
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
| $38.2K | ﹤0.01% |
38,994
-47,803
| -55% | -$46.8K |
|
|
SYRS
3421
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $37.8K | ﹤0.01% |
12,015
-18,211
| -60% | -$57.4K |
|
|
VIOT
3422
Viomi Technology
VIOT
$211M
| $36.9K | ﹤0.01% |
41,879
-96,323
| -70% | -$84.8K |
|
|
SANW
3423
DELISTED
S&W Seed Co
SANW
| $36.4K | ﹤0.01% |
1,571
| – | – |
|
3424
Houston American Energy
HUSA
$267M
| $36.4K | ﹤0.01% |
1,709
-829
| -33% | -$17.7K |
|
3425
Beasley Broadcasting Group
BBGI
$8.32M
| $35.8K | ﹤0.01% |
1,756
-7,162
| -80% | -$146K |
|