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 | |
|---|---|---|---|---|---|---|
1451
Timken Company
TKR
$5.44B
| $17.4M | 0.02% |
+431,688
| New | +$17.4M |
|
|
ACCL
1452
DELISTED
ACCELRYS INC
ACCL
| $17.3M | 0.02% |
+2,064,340
| New | +$17.3M |
|
1453
AutoZone
AZO
$70.1B
| $17.3M | 0.02% |
+40,925
| New | +$17.3M |
|
1454
Equifax
EFX
$32.5B
| $17.3M | 0.02% |
+294,220
| New | +$17.3M |
|
1455
WEX
WEX
$5.82B
| $17.3M | 0.02% |
+225,894
| New | +$17.3M |
|
|
ABB
1456
DELISTED
ABB Ltd.
ABB
| $17.3M | 0.02% |
+799,747
| New | +$17.3M |
|
|
ABCO
1457
DELISTED
Advisory Board Co/The
ABCO
| $17.3M | 0.02% |
+316,540
| New | +$17.3M |
|
|
BTU
1458
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $17.3M | 0.02% |
+78,710
| New | +$17.3M |
|
1459
Labcorp
LH
$23B
| $17.3M | 0.02% |
+200,942
| New | +$17.3M |
|
1460
National CineMedia
NCMI
$448M
| $17.3M | 0.02% |
+102,221
| New | +$17.3M |
|
1461
First Horizon
FHN
$11.5B
| $17.3M | 0.02% |
+1,540,140
| New | +$17.3M |
|
|
EOCC
1462
DELISTED
Enel Generacion Chile S.A.
EOCC
| $17.2M | 0.02% |
+563,323
| New | +$17.2M |
|
1463
Badger Meter
BMI
$5.14B
| $17.2M | 0.02% |
+772,644
| New | +$17.2M |
|
|
CAMP
1464
DELISTED
CalAmp Corp.
CAMP
| $17.2M | 0.02% |
+51,246
| New | +$17.2M |
|
1465
Ultrapar
UGP
$4.24B
| $17.2M | 0.02% |
+1,434,196
| New | +$17.2M |
|
1466
Netflix
NFLX
$523B
| $17.2M | 0.02% |
+568,932
| New | +$17.2M |
|
1467
Teva Pharmaceuticals
TEVA
$21.1B
| $17.1M | 0.02% |
+437,398
| New | +$17.1M |
|
1468
Hecla Mining
HL
$7B
| $17.1M | 0.02% |
+5,753,452
| New | +$17.1M |
|
1469
Insperity
NSP
$1.95B
| $17.1M | 0.02% |
+1,131,418
| New | +$17.1M |
|
1470
IDEX
IEX
$12.2B
| $17.1M | 0.02% |
+318,456
| New | +$17.1M |
|
1471
Cato Corp
CATO
$90.5M
| $17.1M | 0.02% |
+686,352
| New | +$17.1M |
|
1472
Ameris Bancorp
ABCB
$5.15B
| $17.1M | 0.02% |
+1,016,562
| New | +$17.1M |
|
|
HSP
1473
DELISTED
HOSPIRA INC
HSP
| $17.1M | 0.02% |
+447,528
| New | +$17.1M |
|
|
ENDP
1474
DELISTED
Endo International plc
ENDP
| $17.1M | 0.02% |
+464,835
| New | +$17.1M |
|
1475
Cognizant
CTSH
$34.3B
| $17.1M | 0.02% |
+546,058
| New | +$17.1M |
|