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 | |
|---|---|---|---|---|---|---|
|
PEI
1851
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $11.9M | 0.01% |
+42,152
| New | +$11.9M |
|
|
CTXS
1852
DELISTED
Citrix Systems Inc
CTXS
| $11.9M | 0.01% |
+248,392
| New | +$11.9M |
|
|
HF
1853
DELISTED
HFF Inc.
HF
| $11.9M | 0.01% |
+714,795
| New | +$11.9M |
|
|
SPNC
1854
DELISTED
Spectranetics Corp
SPNC
| $11.9M | 0.01% |
+637,339
| New | +$11.9M |
|
|
ALTR
1855
DELISTED
ALTERA CORP
ALTR
| $11.9M | 0.01% |
+360,844
| New | +$11.9M |
|
1856
Designer Brands
DBI
$210M
| $11.9M | 0.01% |
+323,886
| New | +$11.9M |
|
1857
Synchronoss Technologies
SNCR
$71.3M
| $11.9M | 0.01% |
+42,754
| New | +$11.9M |
|
1858
Global Payments
GPN
$20.7B
| $11.9M | 0.01% |
+511,618
| New | +$11.9M |
|
1859
Dentsply Sirona
XRAY
$2.68B
| $11.9M | 0.01% |
+289,279
| New | +$11.9M |
|
|
SPRT
1860
DELISTED
support.com, Inc.
SPRT
| $11.8M | 0.01% |
+863,674
| New | +$11.8M |
|
1861
Woodward
WWD
$14.2B
| $11.8M | 0.01% |
+295,800
| New | +$11.8M |
|
|
TPLM
1862
DELISTED
Triangle Petroleum Corporation
TPLM
| $11.8M | 0.01% |
+1,687,953
| New | +$11.8M |
|
1863
MIND Technology
MIND
$64.2M
| $11.8M | 0.01% |
+70,450
| New | +$11.8M |
|
|
DRC
1864
DELISTED
DRESSER-RAND GROUP INC
DRC
| $11.8M | 0.01% |
+197,055
| New | +$11.8M |
|
1865
Ezcorp Inc
EZPW
$1.04B
| $11.8M | 0.01% |
+698,752
| New | +$11.8M |
|
1866
Masimo
MASI
$7.67B
| $11.8M | 0.01% |
+555,347
| New | +$11.8M |
|
|
DYN
1867
DELISTED
Dynegy, Inc.
DYN
| $11.8M | 0.01% |
+521,504
| New | +$11.8M |
|
|
SRGA
1868
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $11.7M | 0.01% |
+103,961
| New | +$11.7M |
|
1869
Vertex Pharmaceuticals
VRTX
$99.3B
| $11.7M | 0.01% |
+146,688
| New | +$11.7M |
|
1870
AutoNation
AN
$8.31B
| $11.7M | 0.01% |
+269,474
| New | +$11.7M |
|
1871
American Public Education
APEI
$650M
| $11.7M | 0.01% |
+313,915
| New | +$11.7M |
|
1872
Liberty Global Class A
LBTYA
$4.01B
| $11.7M | 0.01% |
+381,656
| New | +$11.7M |
|
1873
Jack Henry & Associates
JKHY
$11.6B
| $11.7M | 0.01% |
+247,248
| New | +$11.7M |
|
1874
Gentherm
THRM
$1.08B
| $11.6M | 0.01% |
+627,084
| New | +$11.6M |
|
1875
Equinor
EQNR
$62.3B
| $11.6M | 0.01% |
+562,800
| New | +$11.6M |
|