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 | |
|---|---|---|---|---|---|---|
|
ARTC
1276
DELISTED
ARTHROCARE CORP
ARTC
| $20.2M | 0.02% |
+585,985
| New | +$20.2M |
|
1277
Hillenbrand
HI
$1.8B
| $20.2M | 0.02% |
+850,496
| New | +$20.2M |
|
|
ANN
1278
DELISTED
ANN INC
ANN
| $20.1M | 0.02% |
+606,674
| New | +$20.1M |
|
1279
Donegal Group Class A
DGICA
$710M
| $20.1M | 0.02% |
+1,441,214
| New | +$20.1M |
|
|
PLKI
1280
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $20.1M | 0.02% |
+560,176
| New | +$20.1M |
|
1281
Primoris Services
PRIM
$6.57B
| $20.1M | 0.02% |
+1,019,812
| New | +$20.1M |
|
1282
Stryker
SYK
$148B
| $20.1M | 0.02% |
+310,803
| New | +$20.1M |
|
1283
Agilent Technologies
A
$35.7B
| $20.1M | 0.02% |
+657,038
| New | +$20.1M |
|
1284
Powell Industries
POWL
$3.5B
| $20.1M | 0.02% |
+388,737
| New | +$20.1M |
|
1285
Children's Place
PLCE
$160M
| $20.1M | 0.02% |
+366,065
| New | +$20.1M |
|
1286
Salesforce
CRM
$235B
| $20M | 0.02% |
+524,681
| New | +$20M |
|
1287
Tennant Co
TNC
$1.52B
| $20M | 0.02% |
+413,463
| New | +$20M |
|
1288
Avista
AVA
$2.94B
| $19.9M | 0.02% |
+737,552
| New | +$19.9M |
|
|
SWFT
1289
DELISTED
Swift Transportation Company
SWFT
| $19.9M | 0.02% |
+1,204,748
| New | +$19.9M |
|
1290
Sherwin-Williams
SHW
$91.4B
| $19.9M | 0.02% |
+338,106
| New | +$19.9M |
|
1291
AMN Healthcare
AMN
$710M
| $19.9M | 0.02% |
+1,389,514
| New | +$19.9M |
|
|
RUE
1292
DELISTED
RUE21 INC COM STK (DE)
RUE
| $19.9M | 0.02% |
+477,674
| New | +$19.9M |
|
1293
Tractor Supply
TSCO
$31.8B
| $19.9M | 0.02% |
+1,688,840
| New | +$19.9M |
|
1294
Comfort Systems
FIX
$26.9B
| $19.8M | 0.02% |
+1,328,642
| New | +$19.8M |
|
1295
Greenlight Captial
GLRE
$432M
| $19.8M | 0.02% |
+806,957
| New | +$19.8M |
|
1296
Digi International
DGII
$1.33B
| $19.8M | 0.02% |
+2,110,811
| New | +$19.8M |
|
1297
Saga Communications
SGA
$78.4M
| $19.8M | 0.02% |
+430,713
| New | +$19.8M |
|
1298
Exponent
EXPO
$3.56B
| $19.7M | 0.02% |
+1,334,204
| New | +$19.7M |
|
|
SFY
1299
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $19.7M | 0.02% |
+1,642,363
| New | +$19.7M |
|
1300
Motorola Solutions
MSI
$80.9B
| $19.7M | 0.02% |
+341,084
| New | +$19.7M |
|