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 | |
|---|---|---|---|---|---|---|
26
MetLife
MET
$54.1B
| $396M | 0.37% | +8,654,175 | New | +$396M |
|
27
Cemex
CX
$13.2B
| $385M | 0.36% | +36,348,311 | New | +$385M |
|
28
Apple
AAPL
$3.45T
| $362M | 0.34% | +914,779 | New | +$362M |
|
29
Vodafone
VOD
$28.8B
| $347M | 0.33% | +12,058,584 | New | +$347M |
|
30
Phillips 66
PSX
$54B
| $331M | 0.31% | +5,625,839 | New | +$331M |
|
31
HP
HPQ
$26.7B
| $309M | 0.29% | +12,458,127 | New | +$309M |
|
32
Prudential Financial
PRU
$38.6B
| $301M | 0.28% | +4,125,620 | New | +$301M |
|
33
Goldman Sachs
GS
$226B
| $297M | 0.28% | +1,962,534 | New | +$297M |
|
34
Thermo Fisher Scientific
TMO
$186B
| $296M | 0.28% | +3,494,390 | New | +$296M |
|
35
Verizon
VZ
$186B
| $295M | 0.28% | +5,850,532 | New | +$295M |
|
36
Morgan Stanley
MS
$240B
| $294M | 0.28% | +12,050,056 | New | +$294M |
|
37
Occidental Petroleum
OXY
$46.9B
| $285M | 0.27% | +3,196,872 | New | +$285M |
|
38
Elevance Health
ELV
$71.8B
| $272M | 0.26% | +3,319,139 | New | +$272M |
|
39
Microsoft
MSFT
$3.77T
| $262M | 0.25% | +7,578,610 | New | +$262M |
|
|
AET
40
DELISTED
Aetna Inc
AET
| $261M | 0.25% | +4,109,499 | New | +$261M |
|
|
CMCSK
41
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $260M | 0.25% | +6,564,278 | New | +$260M |
|
42
Procter & Gamble
PG
$368B
| $257M | 0.24% | +3,343,992 | New | +$257M |
|
43
Avis
CAR
$5.57B
| $257M | 0.24% | +8,953,471 | New | +$257M |
|
44
Johnson & Johnson
JNJ
$427B
| $256M | 0.24% | +2,982,373 | New | +$256M |
|
45
CNO Financial Group
CNO
$3.83B
| $251M | 0.24% | +19,354,705 | New | +$251M |
|
46
Cisco
CSCO
$274B
| $246M | 0.23% | +10,120,035 | New | +$246M |
|
47
Public Storage
PSA
$51.7B
| $233M | 0.22% | +1,522,286 | New | +$233M |
|
48
Alphabet (Google) Class C
GOOG
$2.58T
| $232M | 0.22% | +263,011 | New | +$232M |
|
49
Marathon Petroleum
MPC
$54.6B
| $231M | 0.22% | +3,250,128 | New | +$231M |
|
50
Merck
MRK
$210B
| $230M | 0.22% | +4,946,724 | New | +$230M |
|