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 | |
|---|---|---|---|---|---|---|
1251
WD-40
WDFC
$2.84B
| $20.5M | 0.02% |
+376,977
| New | +$20.5M |
|
1252
Gen Digital
GEN
$18.2B
| $20.5M | 0.02% |
+913,122
| New | +$20.5M |
|
|
MSFG
1253
DELISTED
MainSource Financial Group Inc
MSFG
| $20.5M | 0.02% |
+1,526,648
| New | +$20.5M |
|
|
CLP
1254
DELISTED
COLONIAL PROPERTIES TRUST
CLP
| $20.5M | 0.02% |
+848,461
| New | +$20.5M |
|
1255
Sunstone Hotel Investors
SHO
$1.79B
| $20.4M | 0.02% |
+1,692,126
| New | +$20.4M |
|
|
WMAR
1256
DELISTED
West Marine Inc
WMAR
| $20.4M | 0.02% |
+1,856,984
| New | +$20.4M |
|
1257
Credit Acceptance
CACC
$5.87B
| $20.4M | 0.02% |
+194,226
| New | +$20.4M |
|
1258
Power Integrations
POWI
$2.51B
| $20.4M | 0.02% |
+1,006,186
| New | +$20.4M |
|
1259
Otter Tail
OTTR
$3.5B
| $20.4M | 0.02% |
+718,211
| New | +$20.4M |
|
1260
Forestar Group
FOR
$1.44B
| $20.4M | 0.02% |
+1,016,632
| New | +$20.4M |
|
|
ORIT
1261
DELISTED
Oritani Financial Corp. New
ORIT
| $20.4M | 0.02% |
+1,300,236
| New | +$20.4M |
|
|
SGI
1262
Somnigroup International Inc.
SGI
$18B
| $20.4M | 0.02% |
+1,856,644
| New | +$20.4M |
|
|
VWTR
1263
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $20.4M | 0.02% |
+972,161
| New | +$20.4M |
|
1264
Guess, Inc.
GES
$870M
| $20.4M | 0.02% |
+656,225
| New | +$20.4M |
|
1265
Natural Gas Services Group
NGS
$332M
| $20.4M | 0.02% |
+866,860
| New | +$20.4M |
|
1266
Analog Devices
ADI
$122B
| $20.4M | 0.02% |
+451,755
| New | +$20.4M |
|
|
FRGI
1267
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $20.3M | 0.02% |
+591,435
| New | +$20.3M |
|
1268
HUB Group
HUBG
$2.28B
| $20.3M | 0.02% |
+1,116,164
| New | +$20.3M |
|
|
ARB
1269
DELISTED
ARBITRON INC (NEW)
ARB
| $20.3M | 0.02% |
+437,540
| New | +$20.3M |
|
|
LSI
1270
DELISTED
Life Storage, Inc.
LSI
| $20.3M | 0.02% |
+470,135
| New | +$20.3M |
|
1271
American Tower
AMT
$91.2B
| $20.3M | 0.02% |
+277,372
| New | +$20.3M |
|
1272
KLA
KLAC
$127B
| $20.3M | 0.02% |
+363,626
| New | +$20.3M |
|
|
CSS
1273
DELISTED
CSS Industries, Inc.
CSS
| $20.3M | 0.02% |
+812,311
| New | +$20.3M |
|
1274
S&T Bancorp
STBA
$1.49B
| $20.2M | 0.02% |
+1,032,850
| New | +$20.2M |
|
1275
Chemed
CHE
$6.63B
| $20.2M | 0.02% |
+279,404
| New | +$20.2M |
|