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 |
Alphabet (Google) Class A
GOOGL
|
$1.44B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.36B |
| 3 |
Tesla
TSLA
|
$796M |
| 4 |
Meta Platforms (Facebook)
META
|
$278M |
| 5 |
Exxon Mobil
XOM
|
$270M |
Top Sells
Sector Composition
| 1 | Financials | 17.74% |
| 2 | Technology | 15.29% |
| 3 | Industrials | 12.42% |
| 4 | Healthcare | 11.81% |
| 5 | Consumer Discretionary | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ford
F
$46.8B
| $284M | 0.11% | 25,384,739 +668,984 | +3% | +$7.5M |
|
152
Popular Inc
BPOP
$8.49B
| $282M | 0.11% | 3,914,632 -164,190 | -4% | -$11.8M |
|
153
Invitation Homes
INVH
$19.2B
| $281M | 0.11% | 8,331,708 -546,729 | -6% | -$18.5M |
|
154
PACCAR
PCAR
$52.5B
| $281M | 0.11% | 3,355,414 +30,923 | +0.9% | +$2.59M |
|
155
Antero Resources
AR
$9.86B
| $281M | 0.11% | 9,190,710 +178,349 | +2% | +$5.44M |
|
156
3M
MMM
$82.8B
| $280M | 0.11% | 2,530,857 +98,813 | +4% | +$10.9M |
|
157
BP
BP
$90.8B
| $278M | 0.11% | 9,733,784 -4,098,659 | -30% | -$117M |
|
158
Tyson Foods
TSN
$20.2B
| $277M | 0.11% | 4,200,100 +38,193 | +0.9% | +$2.52M |
|
159
Aflac
AFL
$57.2B
| $277M | 0.11% | 4,925,673 +69,532 | +1% | +$3.91M |
|
160
General Dynamics
GD
$87.3B
| $276M | 0.11% | 1,300,833 +73,805 | +6% | +$15.7M |
|
161
Canadian Natural Resources
CNQ
$65.9B
| $274M | 0.11% | 5,892,207 -2,526,578 | -30% | -$118M |
|
162
Fifth Third Bancorp
FITB
$30.3B
| $274M | 0.11% | 8,559,800 +258,958 | +3% | +$8.28M |
|
163
Nexstar Media Group
NXST
$6.2B
| $274M | 0.11% | 1,639,427 -12,259 | -0.7% | -$2.05M |
|
|
ATVI
164
DELISTED
Activision Blizzard Inc.
ATVI
| $273M | 0.1% | 3,673,196 -23,330 | -0.6% | -$1.73M |
|
165
Regions Financial
RF
$24.4B
| $273M | 0.1% | 13,578,909 +248,401 | +2% | +$4.99M |
|
166
Commercial Metals
CMC
$6.46B
| $271M | 0.1% | 7,645,358 +140,355 | +2% | +$4.98M |
|
167
Corning
GLW
$57.4B
| $271M | 0.1% | 9,331,685 +62,417 | +0.7% | +$1.81M |
|
168
AutoNation
AN
$8.26B
| $270M | 0.1% | 2,652,325 -23,207 | -0.9% | -$2.36M |
|
169
Centene
CNC
$14.3B
| $269M | 0.1% | 3,461,777 +4,989 | +0.1% | +$388K |
|
170
Builders FirstSource
BLDR
$15.3B
| $269M | 0.1% | 4,563,913 +64,900 | +1% | +$3.82M |
|
171
Principal Financial Group
PFG
$17.9B
| $268M | 0.1% | 3,708,800 +47,675 | +1% | +$3.44M |
|
172
ASML
ASML
$292B
| $267M | 0.1% | 643,631 +55,347 | +9% | +$23M |
|
173
Amkor Technology
AMKR
$5.98B
| $267M | 0.1% | 15,659,878 +145,752 | +0.9% | +$2.49M |
|
174
Aon
AON
$79.1B
| $267M | 0.1% | 994,825 +4,557 | +0.5% | +$1.22M |
|
175
Williams Companies
WMB
$70.7B
| $266M | 0.1% | 9,288,185 -391,779 | -4% | -$11.2M |
|