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 | |
|---|---|---|---|---|---|---|
701
Glacier Bancorp
GBCI
$5.88B
| $35.8M | 0.03% |
+1,611,154
| New | +$35.8M |
|
702
LyondellBasell Industries
LYB
$17.7B
| $35.7M | 0.03% |
+538,383
| New | +$35.7M |
|
|
VEDL
703
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $35.7M | 0.03% |
+3,660,730
| New | +$35.7M |
|
704
Hope Bancorp
HOPE
$1.43B
| $35.6M | 0.03% |
+2,505,832
| New | +$35.6M |
|
|
RDEN
705
DELISTED
ELIZABETH ARDEN INC
RDEN
| $35.6M | 0.03% |
+790,562
| New | +$35.6M |
|
706
Kimberly-Clark
KMB
$43.1B
| $35.6M | 0.03% |
+381,916
| New | +$35.6M |
|
707
Old National Bancorp
ONB
$8.94B
| $35.6M | 0.03% |
+2,571,000
| New | +$35.6M |
|
|
XEC
708
DELISTED
CIMAREX ENERGY CO
XEC
| $35.5M | 0.03% |
+546,444
| New | +$35.5M |
|
709
Seagate
STX
$40B
| $35.5M | 0.03% |
+791,713
| New | +$35.5M |
|
|
DGI
710
DELISTED
DigitalGlobe Inc.
DGI
| $35.4M | 0.03% |
+1,142,517
| New | +$35.4M |
|
711
Asbury Automotive
ABG
$5.06B
| $35.4M | 0.03% |
+882,778
| New | +$35.4M |
|
|
KG
712
Kestrel Group, Ltd.
KG
$200M
| $35.4M | 0.03% |
+157,677
| New | +$35.4M |
|
713
Douglas Emmett
DEI
$2.83B
| $35.4M | 0.03% |
+1,417,731
| New | +$35.4M |
|
714
Capitol Federal Financial
CFFN
$846M
| $35.4M | 0.03% |
+2,913,046
| New | +$35.4M |
|
715
Baxter International
BAX
$12.5B
| $35.3M | 0.03% |
+938,538
| New | +$35.3M |
|
716
Teekay
TK
$718M
| $35.3M | 0.03% |
+869,036
| New | +$35.3M |
|
717
TJX Companies
TJX
$155B
| $35.2M | 0.03% |
+1,405,258
| New | +$35.2M |
|
718
Cincinnati Financial
CINF
$24B
| $35.1M | 0.03% |
+765,215
| New | +$35.1M |
|
|
HME
719
DELISTED
HOME PROPERTIES, INC
HME
| $35.1M | 0.03% |
+536,207
| New | +$35.1M |
|
720
Middleby
MIDD
$7.32B
| $35M | 0.03% |
+618,096
| New | +$35M |
|
721
UNIFI
UFI
$82.4M
| $35M | 0.03% |
+1,693,111
| New | +$35M |
|
|
CYT
722
DELISTED
CYTEC INDS INC
CYT
| $34.9M | 0.03% |
+953,326
| New | +$34.9M |
|
723
Bank OZK
OZK
$5.9B
| $34.9M | 0.03% |
+1,611,132
| New | +$34.9M |
|
724
McGrath RentCorp
MGRC
$3.09B
| $34.9M | 0.03% |
+1,021,096
| New | +$34.9M |
|
725
Lam Research
LRCX
$130B
| $34.8M | 0.03% |
+7,844,670
| New | +$34.8M |
|