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 | |
|---|---|---|---|---|---|---|
|
JOYY
1776
JOYY Inc. American Depositary Shares
JOYY
$3.2B
| $21.9M | 0.01% |
842,338
-63,129
| -7% | -$1.64M |
|
1777
Sasol
SSL
$4.3B
| $21.8M | 0.01% |
1,385,826
-85,911
| -6% | -$1.35M |
|
1778
Palomar
PLMR
$3.11B
| $21.7M | 0.01% |
259,249
+38,798
| +18% | +$3.25M |
|
1779
Upbound Group
UPBD
$1.57B
| $21.7M | 0.01% |
1,235,796
+67,142
| +6% | +$1.18M |
|
1780
DiamondRock Hospitality
DRH
$1.68B
| $21.7M | 0.01% |
2,882,793
-80,585
| -3% | -$605K |
|
1781
Trinseo
TSE
$84.8M
| $21.6M | 0.01% |
1,180,114
-235,090
| -17% | -$4.31M |
|
1782
DXP Enterprises
DXPE
$1.82B
| $21.6M | 0.01% |
911,612
+38,278
| +4% | +$906K |
|
|
XHR
1783
Xenia Hotels & Resorts
XHR
$1.41B
| $21.6M | 0.01% |
1,564,030
-9,768
| -0.6% | -$135K |
|
|
PENG
1784
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $21.5M | 0.01% |
1,356,692
+19,202
| +1% | +$305K |
|
1785
Hackett Group
HCKT
$566M
| $21.5M | 0.01% |
1,214,037
-4,706
| -0.4% | -$83.4K |
|
1786
ScottsMiracle-Gro
SMG
$3.48B
| $21.5M | 0.01% |
502,833
-44,111
| -8% | -$1.89M |
|
1787
Kura Oncology
KURA
$719M
| $21.5M | 0.01% |
1,572,657
+193,042
| +14% | +$2.64M |
|
1788
Macerich
MAC
$4.54B
| $21.4M | 0.01% |
2,697,293
-220,165
| -8% | -$1.75M |
|
1789
Sierra Bancorp
BSRR
$406M
| $21.4M | 0.01% |
1,083,028
-1,456
| -0.1% | -$28.8K |
|
1790
Marcus Corp
MCS
$504M
| $21.4M | 0.01% |
1,539,437
+62,341
| +4% | +$866K |
|
1791
KRONOS Worldwide
KRO
$698M
| $21.4M | 0.01% |
2,285,938
+58,468
| +3% | +$546K |
|
1792
Brinker International
EAT
$6.69B
| $21.3M | 0.01% |
854,212
-25,421
| -3% | -$635K |
|
1793
Cinemark Holdings
CNK
$3.26B
| $21.3M | 0.01% |
1,761,472
+550,129
| +45% | +$6.66M |
|
1794
BlueLinx
BXC
$615M
| $21.3M | 0.01% |
342,904
+95,211
| +38% | +$5.91M |
|
1795
Tejon Ranch
TRC
$444M
| $21.2M | 0.01% |
1,471,238
+28,810
| +2% | +$415K |
|
1796
DHI Group
DHX
$144M
| $21.2M | 0.01% |
3,936,355
+113,582
| +3% | +$611K |
|
1797
Regional Management Corp
RM
$430M
| $21.2M | 0.01% |
755,177
-14,531
| -2% | -$407K |
|
1798
Weibo
WB
$3.08B
| $21.1M | 0.01% |
1,234,451
+119,503
| +11% | +$2.04M |
|
1799
MillerKnoll
MLKN
$1.38B
| $21.1M | 0.01% |
1,349,181
-286,461
| -18% | -$4.47M |
|
1800
American Airlines Group
AAL
$8.18B
| $21M | 0.01% |
1,747,691
+104,572
| +6% | +$1.26M |
|