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 | |
|---|---|---|---|---|---|---|
376
Saia
SAIA
$8.34B
| $61.8M | 0.06% |
+2,063,142
| New | +$61.8M |
|
377
AngloGold Ashanti
AU
$30.2B
| $61.8M | 0.06% |
+4,325,316
| New | +$61.8M |
|
|
ADT
378
DELISTED
ADT CORP
ADT
| $61.7M | 0.06% |
+1,547,601
| New | +$61.7M |
|
379
Assured Guaranty
AGO
$3.91B
| $61.5M | 0.06% |
+2,786,032
| New | +$61.5M |
|
380
State Street
STT
$32B
| $61.5M | 0.06% |
+942,395
| New | +$61.5M |
|
381
Essex Property Trust
ESS
$17.3B
| $61.4M | 0.06% |
+386,151
| New | +$61.4M |
|
|
VR
382
DELISTED
Validus Hold Ltd
VR
| $61.4M | 0.06% |
+1,699,045
| New | +$61.4M |
|
383
Medtronic
MDT
$119B
| $61.2M | 0.06% |
+1,189,141
| New | +$61.2M |
|
384
Ford
F
$46.7B
| $60.7M | 0.06% |
+3,925,686
| New | +$60.7M |
|
385
Camden Property Trust
CPT
$11.9B
| $60.3M | 0.06% |
+872,587
| New | +$60.3M |
|
386
AbbVie
ABBV
$375B
| $60.3M | 0.06% |
+1,457,625
| New | +$60.3M |
|
|
TWGP
387
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
| $59.8M | 0.06% |
+2,916,861
| New | +$59.8M |
|
388
Grupo Aeroportuario del Sureste
ASR
$10.2B
| $59.8M | 0.06% |
+537,839
| New | +$59.8M |
|
389
Synovus
SNV
$7.15B
| $59.8M | 0.06% |
+2,924,857
| New | +$59.8M |
|
|
DNR
390
DELISTED
Denbury Resources, Inc.
DNR
| $59.8M | 0.06% |
+3,449,878
| New | +$59.8M |
|
391
Honeywell
HON
$136B
| $59.6M | 0.06% |
+788,097
| New | +$59.6M |
|
|
AEGN
392
DELISTED
Aegion Corp
AEGN
| $59.6M | 0.06% |
+2,647,682
| New | +$59.6M |
|
393
WesBanco
WSBC
$3.1B
| $59.6M | 0.06% |
+2,254,298
| New | +$59.6M |
|
394
Skywest
SKYW
$4.81B
| $59.5M | 0.06% |
+4,396,306
| New | +$59.5M |
|
395
Fulton Financial
FULT
$3.53B
| $59.5M | 0.06% |
+5,180,180
| New | +$59.5M |
|
396
Whirlpool
WHR
$5.28B
| $59.4M | 0.06% |
+519,552
| New | +$59.4M |
|
|
DOLE
397
DELISTED
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
| $59.1M | 0.06% |
+4,637,450
| New | +$59.1M |
|
398
International Bancshares
IBOC
$4.45B
| $58.7M | 0.06% |
+2,600,608
| New | +$58.7M |
|
|
TQNT
399
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
| $58.6M | 0.06% |
+8,460,129
| New | +$58.6M |
|
400
Cadence Bank
CADE
$7.04B
| $58.5M | 0.06% |
+3,306,813
| New | +$58.5M |
|