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
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
+$260M |
| 2 |
Y
Alleghany Corporation
Y
|
+$139M |
| 3 |
FBC
Flagstar Bancorp, Inc. New
FBC
|
+$137M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$121M |
| 5 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
+$86.4M |
Sector Composition
| 1 | Financials | 15.11% |
| 2 | Technology | 12.49% |
| 3 | Industrials | 10.78% |
| 4 | Healthcare | 9.96% |
| 5 | Consumer Discretionary | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLCA
1326
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $48.8K | 0.01% |
3,907,353
+149,255
| +4% | +$1.87K |
|
1327
Peapack-Gladstone Financial
PGC
$517M
| $48.8K | 0.01% |
1,312,005
+29,207
| +2% | +$1.09K |
|
1328
Vornado Realty Trust
VNO
$8.25B
| $48.8K | 0.01% |
2,346,142
-285,789
| -11% | -$5.95K |
|
1329
Skywest
SKYW
$4.35B
| $48.7K | 0.01% |
2,948,620
-53,909
| -2% | -$890 |
|
1330
Apple Hospitality REIT
APLE
$2.98B
| $48.5K | 0.01% |
3,076,166
-27,130
| -0.9% | -$428 |
|
1331
SolarEdge
SEDG
$1.72B
| $48.5K | 0.01% |
171,115
-13,845
| -7% | -$3.92K |
|
1332
Monolithic Power Systems
MPWR
$39.9B
| $48.3K | 0.01% |
136,549
+2,666
| +2% | +$943 |
|
1333
XPO
XPO
$15.3B
| $48.2K | 0.01% |
1,448,723
-892,310
| -38% | -$29.7K |
|
1334
Kosmos Energy
KOS
$799M
| $48.2K | 0.01% |
7,574,723
-330,263
| -4% | -$2.1K |
|
1335
City Holding Co
CHCO
$1.83B
| $48.2K | 0.01% |
517,479
+6,649
| +1% | +$619 |
|
1336
Cars.com
CARS
$829M
| $48.2K | 0.01% |
3,496,980
+125,924
| +4% | +$1.73K |
|
1337
Flushing Financial
FFIC
$476M
| $47.9K | 0.01% |
2,474,176
+54,701
| +2% | +$1.06K |
|
|
AD
1338
Array Digital Infrastructure, Inc.
AD
$4.41B
| $47.9K | 0.01% |
2,295,859
+110,951
| +5% | +$2.31K |
|
1339
Independence Realty Trust
IRT
$4.07B
| $47.8K | 0.01% |
2,837,605
+296,260
| +12% | +$5K |
|
1340
InterDigital
IDCC
$8.33B
| $47.8K | 0.01% |
966,699
+2,558
| +0.3% | +$127 |
|
1341
Clearwater Paper
CLW
$344M
| $47.7K | 0.01% |
1,262,055
+51,895
| +4% | +$1.96K |
|
|
SBNY
1342
DELISTED
Signature Bank
SBNY
| $47.7K | 0.01% |
414,081
+8,033
| +2% | +$926 |
|
1343
Standard Motor Products
SMP
$889M
| $47.7K | 0.01% |
1,369,960
+70,593
| +5% | +$2.46K |
|
1344
Vale
VALE
$45.5B
| $47.6K | 0.01% |
2,803,978
+445,122
| +19% | +$7.55K |
|
1345
Brink's
BCO
$4.83B
| $47.5K | 0.01% |
884,980
+2,948
| +0.3% | +$158 |
|
|
CSW
1346
CSW Industrials, Inc.
CSW
$4.2B
| $47.5K | 0.01% |
409,747
-6,923
| -2% | -$803 |
|
1347
Southwest Gas
SWX
$5.65B
| $47.1K | 0.01% |
761,856
+72,724
| +11% | +$4.5K |
|
1348
Allete
ALE
$3.67B
| $47.1K | 0.01% |
729,954
+32,719
| +5% | +$2.11K |
|
1349
Lindsay Corp
LNN
$1.52B
| $47K | 0.01% |
288,539
+638
| +0.2% | +$104 |
|
1350
Ducommun
DCO
$1.39B
| $46.7K | 0.01% |
935,575
+20,535
| +2% | +$1.03K |
|