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 | |
|---|---|---|---|---|---|---|
451
Goodyear
GT
$2.45B
| $140M | 0.05% |
13,898,842
+80,358
| +0.6% | +$811K |
|
452
MDU Resources
MDU
$3.28B
| $140M | 0.05% |
13,427,420
+545,594
| +4% | +$5.67M |
|
453
NOV
NOV
$4.85B
| $139M | 0.05% |
8,618,829
+98,904
| +1% | +$1.6M |
|
|
Y
454
DELISTED
Alleghany Corporation
Y
| $139M | 0.05% |
165,780
-17,086
| -9% | -$14.3M |
|
455
Verisk Analytics
VRSK
$37.5B
| $139M | 0.05% |
815,492
+41,833
| +5% | +$7.13M |
|
456
Zimmer Biomet
ZBH
$20.6B
| $139M | 0.05% |
1,328,546
+95,068
| +8% | +$9.94M |
|
457
Southwest Airlines
LUV
$16.3B
| $139M | 0.05% |
4,503,131
+105,574
| +2% | +$3.26M |
|
458
Arch Capital
ACGL
$33.4B
| $139M | 0.05% |
3,048,372
+91,834
| +3% | +$4.18M |
|
459
Marvell Technology
MRVL
$57.6B
| $139M | 0.05% |
3,227,829
+13,037
| +0.4% | +$559K |
|
460
Loews
L
$19.9B
| $138M | 0.05% |
2,771,235
+2,381
| +0.1% | +$119K |
|
461
Genuine Parts
GPC
$19.3B
| $138M | 0.05% |
924,613
+21,368
| +2% | +$3.19M |
|
462
Interpublic Group of Companies
IPG
$9.74B
| $138M | 0.05% |
5,389,173
+410,317
| +8% | +$10.5M |
|
463
ICF International
ICFI
$1.77B
| $138M | 0.05% |
1,264,633
-290
| -0% | -$31.6K |
|
464
Banner Corp
BANR
$2.31B
| $138M | 0.05% |
2,332,266
-997
| -0% | -$58.9K |
|
465
CRH
CRH
$74.3B
| $137M | 0.05% |
4,265,151
+590,914
| +16% | +$19M |
|
466
Stanley Black & Decker
SWK
$11.9B
| $137M | 0.05% |
1,825,547
-917
| -0.1% | -$69K |
|
467
Comerica
CMA
$8.88B
| $137M | 0.05% |
1,928,269
+15,653
| +0.8% | +$1.11M |
|
|
FBC
468
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $137M | 0.05% |
4,100,938
+61,485
| +2% | +$2.05M |
|
469
State Street
STT
$31.8B
| $137M | 0.05% |
2,251,226
+58,655
| +3% | +$3.57M |
|
470
MGIC Investment
MTG
$6.51B
| $137M | 0.05% |
10,656,547
+128,228
| +1% | +$1.64M |
|
471
Signet Jewelers
SIG
$3.72B
| $137M | 0.05% |
2,388,543
+13,848
| +0.6% | +$792K |
|
472
Amphenol
APH
$143B
| $136M | 0.05% |
4,068,786
-4,288
| -0.1% | -$144K |
|
473
Lincoln National
LNC
$7.88B
| $136M | 0.05% |
3,101,324
+41,656
| +1% | +$1.83M |
|
|
EXE
474
Expand Energy Corporation Common Stock
EXE
$22.6B
| $136M | 0.05% |
1,442,286
+311,984
| +28% | +$29.4M |
|
475
Assurant
AIZ
$10.7B
| $136M | 0.05% |
935,174
-11,251
| -1% | -$1.63M |
|