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 | |
|---|---|---|---|---|---|---|
476
FNB Corp
FNB
$5.92B
| $51.4M | 0.05% |
+4,255,161
| New | +$51.4M |
|
|
BLC
477
DELISTED
BELO CORP SER A
BLC
| $51.4M | 0.05% |
+3,682,420
| New | +$51.4M |
|
|
BDBD
478
DELISTED
BOULDER BRANDS INC
BDBD
| $51.2M | 0.05% |
+4,244,707
| New | +$51.2M |
|
|
NPBC
479
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $50.8M | 0.05% |
+5,002,063
| New | +$50.8M |
|
480
Service Corp International
SCI
$10.9B
| $50.8M | 0.05% |
+2,816,618
| New | +$50.8M |
|
481
Safety Insurance
SAFT
$1.08B
| $50.7M | 0.05% |
+1,044,586
| New | +$50.7M |
|
|
LIFE
482
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $50.5M | 0.05% |
+681,798
| New | +$50.5M |
|
483
TEGNA Inc
TGNA
$3.38B
| $50.3M | 0.05% |
+3,932,153
| New | +$50.3M |
|
|
FRX
484
DELISTED
FOREST LABORATORIES INC
FRX
| $50.3M | 0.05% |
+1,226,464
| New | +$50.3M |
|
|
BEAM
485
DELISTED
BEAM INC COM STK (DE)
BEAM
| $50.3M | 0.05% |
+796,250
| New | +$50.3M |
|
486
Domino's
DPZ
$15.7B
| $50.1M | 0.05% |
+861,722
| New | +$50.1M |
|
|
PTR
487
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $49.9M | 0.05% |
+452,123
| New | +$49.9M |
|
488
The Greenbrier Companies
GBX
$1.46B
| $49.9M | 0.05% |
+2,046,943
| New | +$49.9M |
|
489
Associated Banc-Corp
ASB
$4.42B
| $49.9M | 0.05% |
+3,207,597
| New | +$49.9M |
|
490
Sanmina
SANM
$6.44B
| $49.7M | 0.05% |
+3,464,946
| New | +$49.7M |
|
|
ANR
491
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
| $49.5M | 0.05% |
+9,441,147
| New | +$49.5M |
|
492
Truist Financial
TFC
$60B
| $49.4M | 0.05% |
+1,457,967
| New | +$49.4M |
|
|
UNT
493
DELISTED
UNIT Corporation
UNT
| $49.4M | 0.05% |
+1,160,020
| New | +$49.4M |
|
|
SEMG
494
DELISTED
SEMGROUP CORPORATION
SEMG
| $49.4M | 0.05% |
+916,785
| New | +$49.4M |
|
|
DHC
495
Diversified Healthcare Trust
DHC
$995M
| $49.4M | 0.05% |
+1,920,788
| New | +$49.4M |
|
496
Infosys
INFY
$67.9B
| $49.2M | 0.05% |
+9,564,880
| New | +$49.2M |
|
|
SYA
497
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $49.2M | 0.05% |
+3,074,995
| New | +$49.2M |
|
498
Colgate-Palmolive
CL
$68.8B
| $49.1M | 0.05% |
+856,917
| New | +$49.1M |
|
499
Granite Construction
GVA
$4.73B
| $49M | 0.05% |
+1,648,074
| New | +$49M |
|
500
Adeia
ADEA
$1.69B
| $49M | 0.05% |
+8,911,739
| New | +$49M |
|