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 | |
|---|---|---|---|---|---|---|
1701
Church & Dwight Co
CHD
$22.4B
| $13.9M | 0.01% |
+450,528
| New | +$13.9M |
|
1702
Monster Beverage
MNST
$65B
| $13.9M | 0.01% |
+1,372,470
| New | +$13.9M |
|
1703
Northwest Natural Holdings
NWN
$1.73B
| $13.9M | 0.01% |
+327,055
| New | +$13.9M |
|
|
HITK
1704
DELISTED
HI-TECH PHARMACAL INC
HITK
| $13.9M | 0.01% |
+417,625
| New | +$13.9M |
|
1705
Richardson Electronics
RELL
$145M
| $13.9M | 0.01% |
+1,180,695
| New | +$13.9M |
|
1706
Acadia Realty Trust
AKR
$2.65B
| $13.8M | 0.01% |
+560,244
| New | +$13.8M |
|
|
HDNG
1707
DELISTED
Hardinge Inc
HDNG
| $13.8M | 0.01% |
+933,393
| New | +$13.8M |
|
|
TAYC
1708
DELISTED
TAYLOR CAPITAL GROUP INC
TAYC
| $13.8M | 0.01% |
+815,115
| New | +$13.8M |
|
|
WPX
1709
DELISTED
WPX Energy, Inc.
WPX
| $13.8M | 0.01% |
+726,075
| New | +$13.8M |
|
|
PDCO
1710
DELISTED
Patterson Companies, Inc.
PDCO
| $13.8M | 0.01% |
+365,689
| New | +$13.8M |
|
|
FOE
1711
DELISTED
Ferro Corporation
FOE
| $13.7M | 0.01% |
+1,976,956
| New | +$13.7M |
|
1712
DHI Group
DHX
$140M
| $13.7M | 0.01% |
+1,489,879
| New | +$13.7M |
|
1713
Republic Bancorp
RBCAA
$1.47B
| $13.7M | 0.01% |
+625,560
| New | +$13.7M |
|
|
STR
1714
DELISTED
QUESTAR CORP
STR
| $13.7M | 0.01% |
+574,812
| New | +$13.7M |
|
|
SHLO
1715
DELISTED
Shiloh Industries Inc
SHLO
| $13.7M | 0.01% |
+1,313,033
| New | +$13.7M |
|
1716
Unilever
UL
$153B
| $13.7M | 0.01% |
+338,788
| New | +$13.7M |
|
1717
Visteon
VC
$3.41B
| $13.7M | 0.01% |
+217,124
| New | +$13.7M |
|
|
LBAI
1718
DELISTED
Lakeland Bancorp Inc
LBAI
| $13.7M | 0.01% |
+1,378,962
| New | +$13.7M |
|
|
LHCG
1719
DELISTED
LHC Group LLC
LHCG
| $13.7M | 0.01% |
+698,145
| New | +$13.7M |
|
1720
Hooker Furnishings Corp
HOFT
$111M
| $13.7M | 0.01% |
+839,771
| New | +$13.7M |
|
1721
Hexcel
HXL
$4.94B
| $13.6M | 0.01% |
+400,143
| New | +$13.6M |
|
|
PRFT
1722
DELISTED
Perficient Inc
PRFT
| $13.6M | 0.01% |
+1,021,171
| New | +$13.6M |
|
1723
Acco Brands
ACCO
$370M
| $13.6M | 0.01% |
+2,134,489
| New | +$13.6M |
|
1724
Federated Hermes
FHI
$4.08B
| $13.6M | 0.01% |
+494,488
| New | +$13.6M |
|
1725
Merit Medical Systems
MMSI
$4.9B
| $13.5M | 0.01% |
+1,212,611
| New | +$13.5M |
|