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 | |
|---|---|---|---|---|---|---|
|
SEAC
1001
DELISTED
Seachange International Inc
SEAC
| $25.6M | 0.02% |
+109,497
| New | +$25.6M |
|
1002
Exelon
EXC
$43.8B
| $25.6M | 0.02% |
+1,162,792
| New | +$25.6M |
|
1003
Public Service Enterprise Group
PEG
$40.8B
| $25.6M | 0.02% |
+783,619
| New | +$25.6M |
|
|
Y
1004
DELISTED
Alleghany Corporation
Y
| $25.5M | 0.02% |
+66,591
| New | +$25.5M |
|
|
CYBX
1005
DELISTED
CYBERONICS INC
CYBX
| $25.5M | 0.02% |
+490,900
| New | +$25.5M |
|
1006
Ingredion
INGR
$8.08B
| $25.5M | 0.02% |
+388,176
| New | +$25.5M |
|
1007
United Rentals
URI
$60.8B
| $25.5M | 0.02% |
+510,245
| New | +$25.5M |
|
1008
Arch Capital
ACGL
$33.8B
| $25.5M | 0.02% |
+1,485,174
| New | +$25.5M |
|
|
STJ
1009
DELISTED
St Jude Medical
STJ
| $25.4M | 0.02% |
+556,143
| New | +$25.4M |
|
|
GG
1010
DELISTED
Goldcorp Inc
GG
| $25.4M | 0.02% |
+1,025,739
| New | +$25.4M |
|
1011
Independent Bank
INDB
$3.46B
| $25.3M | 0.02% |
+734,422
| New | +$25.3M |
|
1012
B&G Foods
BGS
$368M
| $25.3M | 0.02% |
+743,319
| New | +$25.3M |
|
1013
Littelfuse
LFUS
$6.54B
| $25.3M | 0.02% |
+338,974
| New | +$25.3M |
|
1014
Adobe
ADBE
$149B
| $25.2M | 0.02% |
+553,317
| New | +$25.2M |
|
1015
VEON
VEON
$3.56B
| $25.2M | 0.02% |
+100,110
| New | +$25.2M |
|
1016
CVB Financial
CVBF
$2.8B
| $25.2M | 0.02% |
+2,140,204
| New | +$25.2M |
|
1017
Boyd Gaming
BYD
$6.84B
| $25.1M | 0.02% |
+2,218,058
| New | +$25.1M |
|
|
IIP
1018
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
| $25.1M | 0.02% |
+3,029,450
| New | +$25.1M |
|
1019
Coca-Cola Europacific Partners
CCEP
$40.4B
| $25M | 0.02% |
+712,091
| New | +$25M |
|
1020
Interface
TILE
$1.6B
| $25M | 0.02% |
+1,475,399
| New | +$25M |
|
|
VCI
1021
DELISTED
VALASSIS COMMUNICATIONS INC
VCI
| $25M | 0.02% |
+1,017,567
| New | +$25M |
|
|
KDN
1022
DELISTED
KAYDON CORP
KDN
| $25M | 0.02% |
+907,504
| New | +$25M |
|
1023
Huntington Bancshares
HBAN
$25.8B
| $25M | 0.02% |
+3,166,383
| New | +$25M |
|
|
WFM
1024
DELISTED
Whole Foods Market Inc
WFM
| $24.9M | 0.02% |
+483,732
| New | +$24.9M |
|
|
BAS
1025
DELISTED
Basis Energy Services, Inc.
BAS
| $24.9M | 0.02% |
+3,612
| New | +$24.9M |
|