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 |
GE Aerospace
GE
|
$1.17B |
| 2 |
AT&T
T
|
$1.17B |
| 3 |
Chevron
CVX
|
$1.15B |
| 4 |
Citigroup
C
|
$1B |
| 5 |
Bank of America
BAC
|
$970M |
Top Sells
Sector Composition
| 1 | Financials | 19.18% |
| 2 | Industrials | 12.66% |
| 3 | Energy | 10.8% |
| 4 | Technology | 9.12% |
| 5 | Consumer Discretionary | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
Rockwell Medical
RMTI
$58.9M
| $1K | ﹤0.01% | +300 | New | +$1K |
|
|
AXU
3577
DELISTED
Alexco Resource Corp.
AXU
| $1K | ﹤0.01% | +1,285 | New | +$1K |
|
|
GPL
3578
DELISTED
Great Panther Mining Limited
GPL
| $1K | ﹤0.01% | +1,300 | New | +$1K |
|
|
ARRY
3579
DELISTED
Array Biopharma Inc
ARRY
| $1K | ﹤0.01% | +300 | New | +$1K |
|
|
CVO
3580
DELISTED
Cenevo, Inc.
CVO
| $1K | ﹤0.01% | +400 | New | +$1K |
|
|
VOCS
3581
DELISTED
VOCUS INC
VOCS
| $1K | ﹤0.01% | +100 | New | +$1K |
|
|
CADX
3582
DELISTED
CADENCE PHARMACEUTICALS, INC COM STK
CADX
| $1K | ﹤0.01% | +100 | New | +$1K |
|
3583
AudioCodes
AUDC
$273M
| $0 | ﹤0.01% | +100 | New | – |
|
3584
Plus Therapeutics
PSTV
$45.3M
| $0 | ﹤0.01% | +100 | New | – |
|