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 | |
|---|---|---|---|---|---|---|
|
KDNY
1601
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $32.4K | 0.01% |
1,238,080
+124,336
| +11% | +$3.26K |
|
1602
Zillow
Z
$21.3B
| $32.3K | 0.01% |
1,001,613
+47,590
| +5% | +$1.53K |
|
1603
Veeva Systems
VEEV
$45.3B
| $32.2K | 0.01% |
199,764
+2,055
| +1% | +$332 |
|
1604
Dropbox
DBX
$8.34B
| $32.2K | 0.01% |
1,440,404
+13,780
| +1% | +$308 |
|
1605
Shenandoah Telecom
SHEN
$744M
| $32.2K | 0.01% |
2,028,964
+88,381
| +5% | +$1.4K |
|
1606
Syndax Pharmaceuticals
SNDX
$1.34B
| $32.2K | 0.01% |
1,266,129
+143,677
| +13% | +$3.66K |
|
1607
Las Vegas Sands
LVS
$36.7B
| $32.2K | 0.01% |
669,784
+60,752
| +10% | +$2.92K |
|
1608
Lloyds Banking Group
LYG
$67B
| $32.1K | 0.01% |
14,605,754
+182,375
| +1% | +$401 |
|
1609
Carnival Corp
CCL
$42.7B
| $32.1K | 0.01% |
3,986,283
-503,148
| -11% | -$4.06K |
|
1610
Noble Corp
NE
$4.81B
| $32.1K | 0.01% |
851,608
+36,967
| +5% | +$1.39K |
|
1611
Intellia Therapeutics
NTLA
$1.23B
| $32.1K | 0.01% |
920,076
+9,968
| +1% | +$348 |
|
1612
Macerich
MAC
$4.58B
| $32K | 0.01% |
2,844,498
+147,205
| +5% | +$1.66K |
|
1613
Harmony Biosciences
HRMY
$1.86B
| $32K | 0.01% |
580,404
+17,634
| +3% | +$972 |
|
1614
Newmark Group
NMRK
$3.41B
| $31.9K | 0.01% |
4,007,087
+797,113
| +25% | +$6.35K |
|
1615
Insteel Industries
IIIN
$749M
| $31.9K | 0.01% |
1,157,662
+22,432
| +2% | +$617 |
|
1616
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.76B
| $31.9K | 0.01% |
1,564,773
-8,528
| -0.5% | -$174 |
|
1617
National Health Investors
NHI
$3.72B
| $31.7K | 0.01% |
607,857
-7,205
| -1% | -$376 |
|
1618
TripAdvisor
TRIP
$2.06B
| $31.6K | 0.01% |
1,757,004
+83,052
| +5% | +$1.49K |
|
1619
Cognex
CGNX
$7.45B
| $31.6K | 0.01% |
670,154
+45,626
| +7% | +$2.15K |
|
1620
Outfront Media
OUT
$3.16B
| $31.5K | 0.01% |
1,931,430
-52,578
| -3% | -$858 |
|
1621
Virtu Financial
VIRT
$3.1B
| $31.5K | 0.01% |
1,543,557
-14,535
| -0.9% | -$297 |
|
1622
CRISPR Therapeutics
CRSP
$5.12B
| $31.5K | 0.01% |
774,811
+125,751
| +19% | +$5.11K |
|
|
SHYF
1623
DELISTED
The Shyft Group
SHYF
| $31.5K | 0.01% |
1,266,461
+3,018
| +0.2% | +$75 |
|
1624
Honda
HMC
$43.8B
| $31.4K | 0.01% |
1,374,160
+130,301
| +10% | +$2.98K |
|
1625
Par Pacific Holdings
PARR
$1.67B
| $31.4K | 0.01% |
1,350,549
+133,007
| +11% | +$3.09K |
|