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 | |
|---|---|---|---|---|---|---|
76
IBM
IBM
$227B
| $193M | 0.18% | +1,010,948 | New | +$193M |
|
77
Helix Energy Solutions
HLX
$969M
| $191M | 0.18% | +8,298,487 | New | +$191M |
|
78
Walt Disney
DIS
$213B
| $189M | 0.18% | +2,986,436 | New | +$189M |
|
79
Welltower
WELL
$113B
| $188M | 0.18% | +2,809,981 | New | +$188M |
|
|
HES
80
DELISTED
Hess
HES
| $188M | 0.18% | +2,829,268 | New | +$188M |
|
81
Valero Energy
VLO
$47.2B
| $186M | 0.18% | +5,348,035 | New | +$186M |
|
|
ESL
82
DELISTED
Esterline Technologies
ESL
| $185M | 0.17% | +2,552,416 | New | +$185M |
|
|
ENIA
83
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $185M | 0.17% | +11,278,963 | New | +$185M |
|
84
GATX Corp
GATX
$6B
| $183M | 0.17% | +3,852,905 | New | +$183M |
|
|
SNP
85
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $182M | 0.17% | +1,989,196 | New | +$182M |
|
|
NWSA
86
DELISTED
NEWS CORPORATION CL-A
NWSA
| $182M | 0.17% | +5,567,438 | New | +$182M |
|
87
Dillards
DDS
$8.31B
| $181M | 0.17% | +2,202,524 | New | +$181M |
|
88
Intel
INTC
$107B
| $179M | 0.17% | +7,400,036 | New | +$179M |
|
|
CHL
89
DELISTED
China Mobile Limited
CHL
| $177M | 0.17% | +3,429,116 | New | +$177M |
|
90
International Paper
IP
$26.2B
| $176M | 0.17% | +3,973,997 | New | +$176M |
|
91
AvalonBay Communities
AVB
$27.9B
| $175M | 0.16% | +1,294,892 | New | +$175M |
|
92
General Motors
GM
$55.8B
| $171M | 0.16% | +5,133,502 | New | +$171M |
|
93
KB Financial Group
KB
$28.6B
| $170M | 0.16% | +5,726,022 | New | +$170M |
|
94
Boston Properties
BXP
$11.5B
| $169M | 0.16% | +1,599,879 | New | +$169M |
|
95
U-Haul Holding Co
UHAL
$10.8B
| $166M | 0.16% | +1,025,689 | New | +$166M |
|
|
CHU
96
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $165M | 0.16% | +12,549,881 | New | +$165M |
|
|
SUSQ
97
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $164M | 0.15% | +12,784,817 | New | +$164M |
|
|
HOS
98
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $163M | 0.15% | +3,038,323 | New | +$163M |
|
99
Walmart
WMT
$774B
| $162M | 0.15% | +2,171,219 | New | +$162M |
|
|
ICON
100
DELISTED
Iconix Brand Group, Inc.
ICON
| $161M | 0.15% | +5,481,595 | New | +$161M |
|