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 |
Meta Platforms (Facebook)
META
|
+$278M |
| 2 |
Exxon Mobil
XOM
|
+$270M |
| 3 |
Verizon
VZ
|
+$141M |
| 4 |
Yum China
YUMC
|
+$135M |
| 5 |
Chevron
CVX
|
+$122M |
Top Sells
Sector Composition
| 1 | Financials | 17.74% |
| 2 | Technology | 15.29% |
| 3 | Industrials | 12.37% |
| 4 | Healthcare | 11.81% |
| 5 | Consumer Discretionary | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PLYA
1751
DELISTED
Playa Hotels & Resorts
PLYA
| $22.7M | 0.01% |
3,904,042
+997,173
| +34% | +$5.8M |
|
|
HPP
1752
Hudson Pacific Properties
HPP
$1.08B
| $22.7M | 0.01% |
2,073,587
-554,150
| -21% | -$6.07M |
|
1753
AnaptysBio
ANAB
$531M
| $22.6M | 0.01% |
884,014
-38,927
| -4% | -$993K |
|
1754
Oceaneering
OII
$2.43B
| $22.5M | 0.01% |
2,822,355
-479,114
| -15% | -$3.81M |
|
|
MNRL
1755
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $22.5M | 0.01% |
910,665
+147,413
| +19% | +$3.64M |
|
1756
Forrester Research
FORR
$201M
| $22.4M | 0.01% |
622,615
-288
| -0% | -$10.4K |
|
1757
Equity Bancshares
EQBK
$778M
| $22.4M | 0.01% |
756,060
+26,350
| +4% | +$781K |
|
1758
Anika Therapeutics
ANIK
$125M
| $22.4M | 0.01% |
939,802
+38,915
| +4% | +$926K |
|
|
DEA
1759
Easterly Government Properties
DEA
$1.06B
| $22.4M | 0.01% |
567,021
-31,663
| -5% | -$1.25M |
|
1760
Ambev
ABEV
$36.6B
| $22.3M | 0.01% |
7,860,277
-890,847
| -10% | -$2.52M |
|
1761
Herbalife
HLF
$947M
| $22.2M | 0.01% |
1,114,477
+18,611
| +2% | +$370K |
|
1762
Gildan
GIL
$8.1B
| $22.2M | 0.01% |
783,816
+36,487
| +5% | +$1.03M |
|
1763
Woodside Energy
WDS
$30.8B
| $22.1M | 0.01% |
1,098,521
-3,412
| -0.3% | -$68.8K |
|
1764
Dynatrace
DT
$14.5B
| $22.1M | 0.01% |
635,774
+111,390
| +21% | +$3.88M |
|
1765
First Internet Bancorp
INBK
$208M
| $22.1M | 0.01% |
653,459
+10,482
| +2% | +$355K |
|
1766
Compass Minerals
CMP
$762M
| $22.1M | 0.01% |
573,861
-150,825
| -21% | -$5.81M |
|
|
TTM
1767
DELISTED
Tata Motors Limited
TTM
| $22M | 0.01% |
908,692
-30,782
| -3% | -$747K |
|
1768
Interface
TILE
$1.71B
| $22M | 0.01% |
2,447,214
+18,478
| +0.8% | +$166K |
|
1769
Kontoor Brands
KTB
$4.48B
| $22M | 0.01% |
654,054
+13,491
| +2% | +$453K |
|
1770
Urban Edge Properties
UE
$2.58B
| $22M | 0.01% |
1,646,387
-118,024
| -7% | -$1.57M |
|
1771
Columbia Financial
CLBK
$1.59B
| $22M | 0.01% |
1,038,956
+61,010
| +6% | +$1.29M |
|
1772
Extreme Networks
EXTR
$2.93B
| $22M | 0.01% |
1,679,503
+214,206
| +15% | +$2.8M |
|
|
EBIX
1773
DELISTED
Ebix Inc
EBIX
| $21.9M | 0.01% |
1,155,733
+67,409
| +6% | +$1.28M |
|
|
KDNY
1774
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $21.9M | 0.01% |
1,113,744
+281,338
| +34% | +$5.53M |
|
1775
GoPro
GPRO
$356M
| $21.9M | 0.01% |
4,439,636
+1,531,553
| +53% | +$7.55M |
|