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 | |
|---|---|---|---|---|---|---|
1651
Paychex
PAYX
$47.3B
| $14.4M | 0.01% |
+395,167
| New | +$14.4M |
|
|
WG
1652
DELISTED
Willbros Group
WG
| $14.4M | 0.01% |
+2,346,926
| New | +$14.4M |
|
1653
Electronic Arts
EA
$43.4B
| $14.4M | 0.01% |
+627,340
| New | +$14.4M |
|
1654
Sun Communities
SUI
$16.1B
| $14.4M | 0.01% |
+289,215
| New | +$14.4M |
|
1655
Washington Trust Bancorp
WASH
$555M
| $14.4M | 0.01% |
+504,147
| New | +$14.4M |
|
1656
Akamai
AKAM
$10.9B
| $14.3M | 0.01% |
+337,162
| New | +$14.3M |
|
|
HA
1657
DELISTED
Hawaiian Holdings, Inc.
HA
| $14.3M | 0.01% |
+2,346,282
| New | +$14.3M |
|
|
WIBC
1658
DELISTED
WILSHIRE BANCORP INC
WIBC
| $14.3M | 0.01% |
+2,164,043
| New | +$14.3M |
|
|
NITE
1659
DELISTED
KNIGHT CAPITAL GROUP, INC. CLASS A
NITE
| $14.3M | 0.01% |
+3,976,232
| New | +$14.3M |
|
|
CLC
1660
DELISTED
Clarcor
CLC
| $14.3M | 0.01% |
+273,251
| New | +$14.3M |
|
1661
Anika Therapeutics
ANIK
$125M
| $14.3M | 0.01% |
+838,712
| New | +$14.3M |
|
|
KNL
1662
DELISTED
Knoll, Inc.
KNL
| $14.2M | 0.01% |
+1,002,703
| New | +$14.2M |
|
1663
Philips
PHG
$26.5B
| $14.2M | 0.01% |
+728,755
| New | +$14.2M |
|
1664
Miller Industries
MLR
$451M
| $14.2M | 0.01% |
+925,286
| New | +$14.2M |
|
|
ISH
1665
DELISTED
INTL SHIPHOLDING CORP
ISH
| $14.2M | 0.01% |
+609,189
| New | +$14.2M |
|
1666
NVR
NVR
$22.7B
| $14.2M | 0.01% |
+15,406
| New | +$14.2M |
|
1667
Park Aerospace
PKE
$378M
| $14.2M | 0.01% |
+591,388
| New | +$14.2M |
|
1668
FirstEnergy
FE
$24.9B
| $14.2M | 0.01% |
+379,540
| New | +$14.2M |
|
1669
Mercer International
MERC
$212M
| $14.2M | 0.01% |
+2,172,342
| New | +$14.2M |
|
|
NES
1670
DELISTED
NUVERRA ENVIRONMENTAL INC NEW COM STK (DE)
NES
| $14.2M | 0.01% |
+488,357
| New | +$14.2M |
|
1671
Universal Electronics
UEIC
$61.9M
| $14.2M | 0.01% |
+503,448
| New | +$14.2M |
|
|
OME
1672
DELISTED
Omega Protein
OME
| $14.2M | 0.01% |
+1,576,890
| New | +$14.2M |
|
1673
Banco Santander Chile
BSAC
$12.2B
| $14.2M | 0.01% |
+578,860
| New | +$14.2M |
|
|
ONXX
1674
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $14.1M | 0.01% |
+162,911
| New | +$14.1M |
|
1675
John B. Sanfilippo & Son
JBSS
$754M
| $14.1M | 0.01% |
+700,339
| New | +$14.1M |
|