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 | |
|---|---|---|---|---|---|---|
2201
LendingTree
TREE
$1B
| $8.01M | 0.01% |
+467,130
| New | +$8.01M |
|
|
AMAG
2202
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $7.98M | 0.01% |
+358,753
| New | +$7.98M |
|
|
SCG
2203
DELISTED
Scana
SCG
| $7.97M | 0.01% |
+162,272
| New | +$7.97M |
|
2204
Atmos Energy
ATO
$26.6B
| $7.95M | 0.01% |
+193,746
| New | +$7.95M |
|
2205
Pinnacle West Capital
PNW
$10.4B
| $7.95M | 0.01% |
+143,252
| New | +$7.95M |
|
|
TUP
2206
DELISTED
Tupperware Brands Corporation
TUP
| $7.93M | 0.01% |
+102,028
| New | +$7.93M |
|
|
MPR
2207
DELISTED
MET-PRO CORP
MPR
| $7.92M | 0.01% |
+589,499
| New | +$7.92M |
|
2208
Aware
AWRE
$62.7M
| $7.92M | 0.01% |
+1,523,499
| New | +$7.92M |
|
2209
Urban One Class D
UONEK
$36.2M
| $7.9M | 0.01% |
+3,404,103
| New | +$7.9M |
|
|
EXXI
2210
DELISTED
ENERGY XXI LTD COM SHS
EXXI
| $7.87M | 0.01% |
+354,706
| New | +$7.87M |
|
2211
Ampco-Pittsburgh
AP
$51.4M
| $7.86M | 0.01% |
+418,490
| New | +$7.86M |
|
2212
Weyco Group
WEYS
$282M
| $7.82M | 0.01% |
+310,406
| New | +$7.82M |
|
|
JOY
2213
DELISTED
Joy Global Inc
JOY
| $7.82M | 0.01% |
+161,104
| New | +$7.82M |
|
|
ACH
2214
DELISTED
Alum Corp of China Limited
ACH
| $7.81M | 0.01% |
+993,930
| New | +$7.81M |
|
|
BRSL
2215
Brightstar Lottery PLC
BRSL
$3.18B
| $7.81M | 0.01% |
+467,164
| New | +$7.81M |
|
2216
WSFS Financial
WSFS
$3.1B
| $7.81M | 0.01% |
+447,051
| New | +$7.81M |
|
2217
FreightCar America
RAIL
$165M
| $7.8M | 0.01% |
+459,249
| New | +$7.8M |
|
2218
Verisk Analytics
VRSK
$35.6B
| $7.79M | 0.01% |
+130,487
| New | +$7.79M |
|
2219
Cadence Design Systems
CDNS
$95.8B
| $7.77M | 0.01% |
+536,738
| New | +$7.77M |
|
|
WBC
2220
DELISTED
WABCO HOLDINGS INC.
WBC
| $7.77M | 0.01% |
+104,028
| New | +$7.77M |
|
|
BVH
2221
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $7.77M | 0.01% |
+120,316
| New | +$7.77M |
|
2222
Charter Communications
CHTR
$35.6B
| $7.76M | 0.01% |
+62,691
| New | +$7.76M |
|
2223
Illumina
ILMN
$15.5B
| $7.74M | 0.01% |
+106,340
| New | +$7.74M |
|
2224
ASE Group
ASX
$24.4B
| $7.73M | 0.01% |
+1,904,269
| New | +$7.73M |
|
2225
West Bancorporation
WTBA
$344M
| $7.71M | 0.01% |
+656,288
| New | +$7.71M |
|