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 | |
|---|---|---|---|---|---|---|
51
Norfolk Southern
NSC
$62.8B
| $230M | 0.22% | +3,158,809 | New | +$230M |
|
52
Zoetis
ZTS
$69.3B
| $229M | 0.22% | +7,832,883 | New | +$229M |
|
53
ICICI Bank
IBN
$113B
| $228M | 0.21% | +5,952,114 | New | +$228M |
|
54
CSX Corp
CSX
$60.6B
| $227M | 0.21% | +9,807,961 | New | +$227M |
|
55
Santander
BSBR
$39.6B
| $225M | 0.21% | +36,228,575 | New | +$225M |
|
|
MRO
56
DELISTED
Marathon Oil Corporation
MRO
| $222M | 0.21% | +6,419,408 | New | +$222M |
|
57
CME Group
CME
$96B
| $222M | 0.21% | +2,921,267 | New | +$222M |
|
58
Healthpeak Properties
DOC
$12.5B
| $218M | 0.21% | +4,797,678 | New | +$218M |
|
59
POSCO
PKX
$15.6B
| $213M | 0.2% | +3,277,375 | New | +$213M |
|
60
APA Corp
APA
$8.31B
| $212M | 0.2% | +2,533,882 | New | +$212M |
|
61
Ventas
VTR
$30.9B
| $211M | 0.2% | +3,034,296 | New | +$211M |
|
62
Equity Residential
EQR
$25.3B
| $210M | 0.2% | +3,611,730 | New | +$210M |
|
63
NOV
NOV
$4.94B
| $209M | 0.2% | +3,027,292 | New | +$209M |
|
|
YHOO
64
DELISTED
Yahoo Inc
YHOO
| $203M | 0.19% | +8,075,141 | New | +$203M |
|
65
Bank of New York Mellon
BK
$74.5B
| $201M | 0.19% | +7,176,854 | New | +$201M |
|
|
FON
66
DELISTED
SPRINT CORP FON COM
FON
| $201M | 0.19% | +28,647,685 | New | +$201M |
|
67
Barclays
BCS
$68.9B
| $200M | 0.19% | +11,684,910 | New | +$200M |
|
|
BRS
68
DELISTED
Bristow Group, Inc.
BRS
| $200M | 0.19% | +3,055,449 | New | +$200M |
|
69
UnitedHealth
UNH
$281B
| $199M | 0.19% | +3,031,715 | New | +$199M |
|
|
LPNT
70
DELISTED
LifePoint Health, Inc.
LPNT
| $198M | 0.19% | +4,058,949 | New | +$198M |
|
71
Archer Daniels Midland
ADM
$30.1B
| $198M | 0.19% | +5,839,735 | New | +$198M |
|
72
Capital One
COF
$145B
| $197M | 0.19% | +3,140,750 | New | +$197M |
|
73
Berkshire Hathaway Class B
BRK.B
$1.09T
| $196M | 0.18% | +1,747,189 | New | +$196M |
|
74
Northrop Grumman
NOC
$84.5B
| $195M | 0.18% | +2,350,419 | New | +$195M |
|
75
Prologis
PLD
$106B
| $193M | 0.18% | +5,129,434 | New | +$193M |
|