Dimensional Fund Advisors LP
Dimensional Fund Advisors LP is a privately owned investment firm headquartered in Austin, Texas, founded in 1981 by David Booth, Rex Sinquefield, and Larry Klotz. The firm has more than 14 global offices and focuses on translating academic research into practical investing solutions, primarily serving financial advisors, institutional investors, and retirement plans. Known for pioneering passive and systematic investing guided by financial science, Dimensional employs a workforce whose size is estimated to be in the several hundreds based on global reach.
Investment Strategy
Dimensional Fund Advisors bases its investment approach on financial science and the efficient market hypothesis. It systematically seeks higher expected returns through diversified portfolios, focusing on dimensions of expected returns such as size, value, and profitability. While its funds operate like index funds, they incorporate flexibility in trading and rebalancing, allowing for added value beyond standard index weighting. Dimensional's strategy blends rigorous academic research with practical implementation, integrating cost efficiency, advanced portfolio management, and continuous research insights into their equity and fixed income products.
Top Holdings
Equity Positions (3,225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.42% | $14.77B | 93,489,826 | $52.03 | $157.99 | +$4.32B |
M MSFT | MICROSOFT CORP | 2.93% | $12.65B | 25,430,343 | $112.05 | $497.41 | +$3.09B |
A AAPL | APPLE INC | 2.71% | $11.71B | 57,085,609 | $64.85 | $205.17 | -$821.5M |
M META | META PLATFORMS INC | 1.56% | $6.74B | 9,132,028 | $222.67 | $738.09 | +$1.50B |
A AMZN | AMAZON COM INC | 1.51% | $6.54B | 29,804,053 | $90.15 | $219.39 | +$848.7M |