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 | 12.65% |
| 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 | |
|---|---|---|---|---|---|---|
901
Weis Markets
WMK
$1.73B
| $28.5M | 0.03% |
+632,196
| New | +$28.5M |
|
902
Lloyds Banking Group
LYG
$66.4B
| $28.5M | 0.03% |
+7,410,187
| New | +$28.5M |
|
903
Clearwater Paper
CLW
$342M
| $28.4M | 0.03% |
+602,646
| New | +$28.4M |
|
|
CNVR
904
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
| $28.3M | 0.03% |
+1,147,028
| New | +$28.3M |
|
905
Ericsson
ERIC
$26.5B
| $28.2M | 0.03% |
+2,502,117
| New | +$28.2M |
|
906
Waste Management
WM
$87.7B
| $28.2M | 0.03% |
+699,594
| New | +$28.2M |
|
907
Lifecore Biomedical
LFCR
$262M
| $28.2M | 0.03% |
+2,135,252
| New | +$28.2M |
|
908
Prudential
PUK
$35.5B
| $28.2M | 0.03% |
+888,034
| New | +$28.2M |
|
909
Steelcase
SCS
$1.92B
| $28.2M | 0.03% |
+1,932,637
| New | +$28.2M |
|
|
FNSR
910
DELISTED
Finisar Corp
FNSR
| $28.1M | 0.03% |
+1,659,866
| New | +$28.1M |
|
911
Harmonic Inc
HLIT
$1.12B
| $28.1M | 0.03% |
+4,419,490
| New | +$28.1M |
|
|
MDSO
912
DELISTED
Medidata Solutions, Inc.
MDSO
| $28.1M | 0.03% |
+724,600
| New | +$28.1M |
|
913
Bank of Hawaii
BOH
$2.7B
| $28M | 0.03% |
+556,414
| New | +$28M |
|
|
HW
914
DELISTED
Headwaters Inc
HW
| $27.9M | 0.03% |
+3,159,509
| New | +$27.9M |
|
915
Flushing Financial
FFIC
$465M
| $27.9M | 0.03% |
+1,694,934
| New | +$27.9M |
|
916
Capital Southwest
CSWC
$1.26B
| $27.8M | 0.03% |
+2,198,322
| New | +$27.8M |
|
|
PPS
917
DELISTED
Post Properties
PPS
| $27.8M | 0.03% |
+561,643
| New | +$27.8M |
|
918
Cognex
CGNX
$7.45B
| $27.8M | 0.03% |
+2,457,144
| New | +$27.8M |
|
|
ONIT
919
Onity Group Inc.
ONIT
$352M
| $27.8M | 0.03% |
+44,879
| New | +$27.8M |
|
|
CPWR
920
DELISTED
COMPUWARE CORP
CPWR
| $27.7M | 0.03% |
+2,789,574
| New | +$27.7M |
|
921
ICU Medical
ICUI
$3.3B
| $27.7M | 0.03% |
+384,756
| New | +$27.7M |
|
922
Mativ Holdings
MATV
$666M
| $27.6M | 0.03% |
+554,080
| New | +$27.6M |
|
|
TMH
923
DELISTED
Team Health Holdings Inc
TMH
| $27.6M | 0.03% |
+672,929
| New | +$27.6M |
|
|
ACET
924
DELISTED
Aceto Corp
ACET
| $27.6M | 0.03% |
+1,982,668
| New | +$27.6M |
|
925
Columbia Sportswear
COLM
$3.01B
| $27.6M | 0.03% |
+880,724
| New | +$27.6M |
|