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 | |
|---|---|---|---|---|---|---|
|
SYT
1576
DELISTED
Syngenta Ag
SYT
| $15.7M | 0.01% |
+201,039
| New | +$15.7M |
|
1577
Edison International
EIX
$21.2B
| $15.6M | 0.01% |
+324,991
| New | +$15.6M |
|
|
ATX
1578
DELISTED
COSTA INC CL A
ATX
| $15.6M | 0.01% |
+922,127
| New | +$15.6M |
|
|
IPCM
1579
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $15.6M | 0.01% |
+303,983
| New | +$15.6M |
|
1580
Edgewell Personal Care
EPC
$988M
| $15.6M | 0.01% |
+209,440
| New | +$15.6M |
|
|
UBNK
1581
DELISTED
UNITIED FINANCIAL BANCORP INC
UBNK
| $15.6M | 0.01% |
+1,029,741
| New | +$15.6M |
|
1582
Openlane
KAR
$3.02B
| $15.6M | 0.01% |
+1,801,387
| New | +$15.6M |
|
1583
Hanmi Financial
HAFC
$739M
| $15.6M | 0.01% |
+882,596
| New | +$15.6M |
|
|
LABL
1584
DELISTED
Multi-Color Corp
LABL
| $15.6M | 0.01% |
+513,540
| New | +$15.6M |
|
|
GNCMA
1585
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $15.5M | 0.01% |
+1,985,692
| New | +$15.5M |
|
1586
Amphenol
APH
$145B
| $15.5M | 0.01% |
+1,593,832
| New | +$15.5M |
|
|
GMCR
1587
DELISTED
KEURIG GREEN MTN INC
GMCR
| $15.5M | 0.01% |
+206,935
| New | +$15.5M |
|
1588
Las Vegas Sands
LVS
$36.2B
| $15.5M | 0.01% |
+293,370
| New | +$15.5M |
|
1589
Kforce
KFRC
$571M
| $15.5M | 0.01% |
+1,063,329
| New | +$15.5M |
|
1590
Kellanova
K
$27.6B
| $15.5M | 0.01% |
+256,987
| New | +$15.5M |
|
1591
National Grid
NGG
$70.6B
| $15.5M | 0.01% |
+279,465
| New | +$15.5M |
|
1592
Sabesp
SBS
$16.4B
| $15.5M | 0.01% |
+1,489,925
| New | +$15.5M |
|
1593
CBIZ
CBZ
$2.99B
| $15.5M | 0.01% |
+2,304,269
| New | +$15.5M |
|
|
ALX
1594
Alexander's
ALX
$1.19B
| $15.4M | 0.01% |
+52,565
| New | +$15.4M |
|
|
ININ
1595
DELISTED
Interactive Intelligence Group, inc.
ININ
| $15.4M | 0.01% |
+298,999
| New | +$15.4M |
|
1596
Equinix
EQIX
$76.2B
| $15.4M | 0.01% |
+83,476
| New | +$15.4M |
|
|
SGK
1597
DELISTED
SCHAWK INC CL-A
SGK
| $15.4M | 0.01% |
+1,172,280
| New | +$15.4M |
|
|
DSPG
1598
DELISTED
DSP Group Inc
DSPG
| $15.4M | 0.01% |
+1,849,092
| New | +$15.4M |
|
1599
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $15.3M | 0.01% |
+1,919,588
| New | +$15.3M |
|
1600
MYR Group
MYRG
$2.73B
| $15.3M | 0.01% |
+788,833
| New | +$15.3M |
|