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
Top Sells
Sector Composition
| 1 | Financials | 16.89% |
| 2 | Technology | 16.18% |
| 3 | Industrials | 12.19% |
| 4 | Healthcare | 10.84% |
| 5 | Consumer Discretionary | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Seagate
STX
$40B
| $143M | 0.04% |
1,587,102
+334
| +0% | +$30K |
|
577
Nasdaq
NDAQ
$53.6B
| $142M | 0.04% |
2,398,395
-31,707
| -1% | -$1.88M |
|
578
AstraZeneca
AZN
$253B
| $142M | 0.04% |
2,145,285
-1,035,135
| -33% | -$68.7M |
|
579
Post Holdings
POST
$5.88B
| $142M | 0.04% |
2,054,499
-1,216,301
| -37% | -$84.2M |
|
580
Avis
CAR
$5.5B
| $142M | 0.04% |
539,925
+4,861
| +0.9% | +$1.28M |
|
581
Copart
CPRT
$47B
| $142M | 0.04% |
4,530,620
-340,396
| -7% | -$10.7M |
|
582
Kilroy Realty
KRC
$5.05B
| $142M | 0.04% |
1,855,512
-18,282
| -1% | -$1.4M |
|
583
Wabtec
WAB
$33B
| $141M | 0.04% |
1,469,345
+2,056
| +0.1% | +$198K |
|
584
Kellanova
K
$27.8B
| $141M | 0.04% |
2,329,112
+50,769
| +2% | +$3.07M |
|
585
Weis Markets
WMK
$1.81B
| $141M | 0.04% |
1,968,583
+18,872
| +1% | +$1.35M |
|
586
Teradyne
TER
$19.1B
| $141M | 0.04% |
1,189,007
+18,175
| +2% | +$2.15M |
|
587
Walker & Dunlop
WD
$2.98B
| $140M | 0.04% |
1,084,816
-33,149
| -3% | -$4.29M |
|
588
Knowles
KN
$1.85B
| $140M | 0.04% |
6,508,545
+50,794
| +0.8% | +$1.09M |
|
589
Lamar Advertising Co
LAMR
$13B
| $140M | 0.04% |
1,204,219
-15,723
| -1% | -$1.83M |
|
590
Hope Bancorp
HOPE
$1.43B
| $140M | 0.04% |
8,691,361
+186,184
| +2% | +$2.99M |
|
591
Independent Bank
INDB
$3.55B
| $140M | 0.04% |
1,709,838
-15,247
| -0.9% | -$1.25M |
|
592
Jacobs Solutions
J
$17.4B
| $139M | 0.04% |
1,221,750
-27,313
| -2% | -$3.11M |
|
593
Synovus
SNV
$7.15B
| $139M | 0.04% |
2,839,264
+6,259
| +0.2% | +$307K |
|
594
Cardinal Health
CAH
$35.7B
| $139M | 0.04% |
2,453,421
-125,829
| -5% | -$7.14M |
|
595
Janus Henderson
JHG
$6.91B
| $139M | 0.04% |
3,968,008
+176,599
| +5% | +$6.18M |
|
596
Ameris Bancorp
ABCB
$5.08B
| $139M | 0.04% |
3,160,720
+162,160
| +5% | +$7.12M |
|
597
Southern Company
SO
$101B
| $139M | 0.04% |
1,912,115
-9,450
| -0.5% | -$685K |
|
|
MANT
598
DELISTED
Mantech International Corp
MANT
| $137M | 0.04% |
1,592,588
+4,418
| +0.3% | +$381K |
|
599
Gray Television
GTN
$625M
| $137M | 0.04% |
6,217,148
-127,584
| -2% | -$2.82M |
|
600
Diageo
DEO
$61.3B
| $137M | 0.04% |
675,036
-7,806
| -1% | -$1.59M |
|