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 | |
|---|---|---|---|---|---|---|
101
Lumen
LUMN
$5.1B
| $161M | 0.15% | +4,545,032 | New | +$161M |
|
|
CVG
102
DELISTED
Convergys
CVG
| $159M | 0.15% | +9,135,259 | New | +$159M |
|
103
Upbound Group
UPBD
$1.47B
| $159M | 0.15% | +4,236,939 | New | +$159M |
|
|
CAB
104
DELISTED
Cabela's Inc
CAB
| $158M | 0.15% | +2,439,073 | New | +$158M |
|
|
ENH
105
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $158M | 0.15% | +3,065,661 | New | +$158M |
|
|
ANDV
106
DELISTED
Andeavor
ANDV
| $155M | 0.15% | +2,967,552 | New | +$155M |
|
107
Archrock
AROC
$4.35B
| $153M | 0.14% | +5,448,336 | New | +$153M |
|
108
Coca-Cola
KO
$297B
| $152M | 0.14% | +3,798,366 | New | +$152M |
|
109
Vishay Intertechnology
VSH
$2.1B
| $151M | 0.14% | +10,905,364 | New | +$151M |
|
110
Mohawk Industries
MHK
$8.24B
| $151M | 0.14% | +1,341,490 | New | +$151M |
|
111
Louisiana-Pacific
LPX
$6.62B
| $148M | 0.14% | +10,038,457 | New | +$148M |
|
|
STI
112
DELISTED
SunTrust Banks, Inc.
STI
| $147M | 0.14% | +4,661,334 | New | +$147M |
|
113
Visa
V
$683B
| $147M | 0.14% | +801,995 | New | +$147M |
|
114
Eaton
ETN
$136B
| $145M | 0.14% | +2,204,423 | New | +$145M |
|
115
Carnival Corp
CCL
$43.2B
| $145M | 0.14% | +4,227,073 | New | +$145M |
|
116
Loews
L
$20.1B
| $145M | 0.14% | +3,255,288 | New | +$145M |
|
117
Vornado Realty Trust
VNO
$7.3B
| $144M | 0.14% | +1,741,960 | New | +$144M |
|
118
Gerdau
GGB
$6.15B
| $144M | 0.14% | +25,161,490 | New | +$144M |
|
119
MBIA
MBI
$402M
| $143M | 0.13% | +10,747,129 | New | +$143M |
|
120
Novartis
NVS
$245B
| $142M | 0.13% | +2,010,095 | New | +$142M |
|
121
JetBlue
JBLU
$1.95B
| $141M | 0.13% | +22,346,334 | New | +$141M |
|
122
Corning
GLW
$57.4B
| $141M | 0.13% | +9,874,910 | New | +$141M |
|
123
Kemper
KMPR
$3.37B
| $139M | 0.13% | +4,069,705 | New | +$139M |
|
124
Westlake Corp
WLK
$11.3B
| $139M | 0.13% | +1,439,002 | New | +$139M |
|
125
Constellation Brands
STZ
$28.5B
| $139M | 0.13% | +2,659,221 | New | +$139M |
|