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 | |
|---|---|---|---|---|---|---|
1426
W.W. Grainger
GWW
$47.9B
| $17.7M | 0.02% |
+70,375
| New | +$17.7M |
|
1427
Peoples Bancorp
PEBO
$1.09B
| $17.7M | 0.02% |
+926,017
| New | +$17.7M |
|
1428
Tesla
TSLA
$1.38T
| $17.7M | 0.02% |
+2,477,040
| New | +$17.7M |
|
|
RNWK
1429
DELISTED
RealNetworks Inc
RNWK
| $17.7M | 0.02% |
+2,344,944
| New | +$17.7M |
|
|
LUB
1430
DELISTED
Luby's Inc.
LUB
| $17.7M | 0.02% |
+2,097,835
| New | +$17.7M |
|
|
NP
1431
DELISTED
Neenah, Inc. Common Stock
NP
| $17.7M | 0.02% |
+556,659
| New | +$17.7M |
|
1432
Heartland Express
HTLD
$657M
| $17.7M | 0.02% |
+1,274,988
| New | +$17.7M |
|
|
BRY
1433
DELISTED
BERRY PETROLEUM CO CL A
BRY
| $17.6M | 0.02% |
+416,872
| New | +$17.6M |
|
1434
Gulf Island Fabrication
GIFI
$114M
| $17.6M | 0.02% |
+920,181
| New | +$17.6M |
|
1435
QuidelOrtho
QDEL
$2B
| $17.6M | 0.02% |
+689,643
| New | +$17.6M |
|
|
ASCA
1436
DELISTED
AMERISTAR CASINOS INC
ASCA
| $17.6M | 0.02% |
+669,447
| New | +$17.6M |
|
1437
EastGroup Properties
EGP
$8.9B
| $17.6M | 0.02% |
+312,746
| New | +$17.6M |
|
1438
Rockwell Automation
ROK
$39.1B
| $17.6M | 0.02% |
+211,638
| New | +$17.6M |
|
1439
America's Car Mart
CRMT
$278M
| $17.6M | 0.02% |
+406,839
| New | +$17.6M |
|
|
ZIGO
1440
DELISTED
ZYGO CORP
ZIGO
| $17.6M | 0.02% |
+1,111,986
| New | +$17.6M |
|
1441
Telefônica Brasil
VIV
$20.4B
| $17.6M | 0.02% |
+768,519
| New | +$17.6M |
|
1442
Keurig Dr Pepper
KDP
$37.2B
| $17.5M | 0.02% |
+382,078
| New | +$17.5M |
|
|
BRCM
1443
DELISTED
BROADCOM CORP CL-A
BRCM
| $17.5M | 0.02% |
+519,715
| New | +$17.5M |
|
1444
Stratasys
SSYS
$845M
| $17.5M | 0.02% |
+209,507
| New | +$17.5M |
|
|
CGI
1445
DELISTED
Celadon Group Inc
CGI
| $17.5M | 0.02% |
+959,647
| New | +$17.5M |
|
|
CTG
1446
DELISTED
Computer Task Group, Inc.
CTG
| $17.5M | 0.02% |
+761,927
| New | +$17.5M |
|
|
NFX
1447
DELISTED
Newfield Exploration
NFX
| $17.5M | 0.02% |
+732,411
| New | +$17.5M |
|
1448
Quanex
NX
$668M
| $17.5M | 0.02% |
+1,039,052
| New | +$17.5M |
|
|
STRZA
1449
DELISTED
Starz - Series A
STRZA
| $17.5M | 0.02% |
+789,793
| New | +$17.5M |
|
|
ARG
1450
DELISTED
AIRGAS INC
ARG
| $17.4M | 0.02% |
+182,346
| New | +$17.4M |
|