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 | |
|---|---|---|---|---|---|---|
|
TBHC
3426
The Brand House Collective, Inc. Common Stock
TBHC
$33.5M
| $34.8K | ﹤0.01% |
12,470
-8
| -0.1% | -$22 |
|
|
EXPR
3427
DELISTED
Express, Inc.
EXPR
| $34.6K | ﹤0.01% |
2,904
| – | – |
|
3428
FreightCar America
RAIL
$160M
| $33.7K | ﹤0.01% |
11,293
| – | – |
|
3429
Synlogic
SYBX
$17.4M
| $33.1K | ﹤0.01% |
5,134
-23,754
| -82% | -$153K |
|
3430
Inovio Pharmaceuticals
INO
$144M
| $32.6K | ﹤0.01% |
6,076
-56,953
| -90% | -$305K |
|
3431
Immix Biopharma
IMMX
$64M
| $32K | ﹤0.01% |
+11,911
| New | +$32K |
|
3432
Boxlight
BOXL
$4.54M
| $31.5K | ﹤0.01% |
+2,835
| New | +$31.5K |
|
3433
Dolphin Entertainment
DLPN
$14.6M
| $31.3K | ﹤0.01% |
9,092
-1,504
| -14% | -$5.17K |
|
|
RVLP
3434
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
| $30.9K | ﹤0.01% |
55,095
-17,569
| -24% | -$9.85K |
|
3435
Aqua Metals
AQMS
$5.33M
| $30.2K | ﹤0.01% |
129
| – | – |
|
3436
INNOVATE Corp
VATE
$75.5M
| $29.5K | ﹤0.01% |
1,684
-1,701
| -50% | -$29.8K |
|
|
ZEPP
3437
Zepp Health
ZEPP
$771M
| $27.9K | ﹤0.01% |
6,128
-12,538
| -67% | -$57.2K |
|
3438
Instil Bio
TIL
$196M
| $27.8K | ﹤0.01% |
2,525
-196
| -7% | -$2.16K |
|
3439
Microbot Medical
MBOT
$172M
| $27.8K | ﹤0.01% |
10,231
-55,976
| -85% | -$152K |
|
3440
IN8bio
INAB
$10M
| $27.1K | ﹤0.01% |
586
-230
| -28% | -$10.6K |
|
3441
Cartesian Therapeutics
RNAC
$267M
| $27K | ﹤0.01% |
804
-991
| -55% | -$33.3K |
|
3442
Porch Group
PRCH
$1.86B
| $26.6K | ﹤0.01% |
19,306
-5,181
| -21% | -$7.15K |
|
|
IPM
3443
Intelligent Protection Management Corp. Common Stock
IPM
$25.3M
| $25.7K | ﹤0.01% |
+13,734
| New | +$25.7K |
|
3444
Blend Labs
BLND
$887M
| $25.4K | ﹤0.01% |
26,766
-23,406
| -47% | -$22.2K |
|
3445
Praxis Precision Medicines
PRAX
$980M
| $24.3K | ﹤0.01% |
1,408
-15,102
| -91% | -$260K |
|
|
CFMS
3446
DELISTED
Conformis, Inc. Common Stock
CFMS
| $23.5K | ﹤0.01% |
10,719
-10,624
| -50% | -$23.3K |
|
|
ORGS
3447
DELISTED
Orgenesis Inc. Common Stock
ORGS
| $23K | ﹤0.01% |
1,654
-2,017
| -55% | -$28K |
|
|
ILLM
3448
DELISTED
illumin Holdings Inc. Common Shares
ILLM
| $22.6K | ﹤0.01% |
+13,343
| New | +$22.6K |
|
|
TIO
3449
DELISTED
Tingo Group, Inc. Common Stock
TIO
| $22.1K | ﹤0.01% |
+18,229
| New | +$22.1K |
|
3450
Cineverse
CNVS
$70.8M
| $20.7K | ﹤0.01% |
10,876
-6
| -0.1% | -$11 |
|