Hedge Funds Similar to DIMENSIONAL FUND ADVISORS

13F Portfolio OverlapQ2 2026DIMENSIONAL FUND ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

DIMENSIONAL FUND ADVISORS LP is an institutional investor managing $551.8B across 3,221 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DIMENSIONAL FUND ADVISORS are Bridgewater Associates, Western Financial, SEI INVESTMENTS, with shared positions in $ASML, $KLAC, $SHEL, $WDC, $WFC, $WELL. The full ranking of 25 similar funds is below.

#1Bridgewater Associates, LPActive

Slight overlap · 5 shared positions

$ASML $KLAC $SHEL $WDC $WFC

$24.4B

997 positions

#2Western Financial Corp/CAActive

Slight overlap · 5 shared positions

$ASML $KLAC $WELL $WDC $WFC

$341M

132 positions

#3SEI INVESTMENTS COPassive

Slight overlap · 5 shared positions

$ASML $WELL $KLAC $WDC $PLD

$113.3B

3,272 positions

#4AZZAD ASSET MANAGEMENT INC /ADVPassive

Slight overlap · 4 shared positions

$ASML $KLAC $WELL $PLD

$1.1B

351 positions

#5Naviter Wealth, LLCPassive

Slight overlap · 4 shared positions

$ASML $SHEL $WELL $PLD

$1.1B

305 positions

#6OneAscent Investment Solutions LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $WDC $PLD

$106M

144 positions

#7FMR LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $WDC $WFC

$2.3T

5,572 positions

#8Storgate, LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $WDC $WFC

$482M

351 positions

#9GENESIS PRIVATE WEALTH, LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $PLD $WFC

$356M

192 positions

#10SWEENEY & MICHEL, LLCPassive

Slight overlap · 4 shared positions

$ASML $SHEL $PLD $WFC

$381M

164 positions

#11Brucke Financial, Inc.Passive

Slight overlap · 4 shared positions

$ASML $WELL $PLD $WFC

$225M

175 positions

#12NOMURA ASSET MANAGEMENT CO LTDPassive

Slight overlap · 4 shared positions

$KLAC $WELL $WDC $PLD

$46.7B

1,601 positions

#13VANGUARD PORTFOLIO MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$KLAC $WELL $WDC $PLD

$2.2T

3,141 positions

#14WESTPAC BANKING CORPPassive

Slight overlap · 4 shared positions

$KLAC $WELL $WDC $PLD

$1.6B

498 positions

#15Cardano Risk Management B.V.Active

Slight overlap · 4 shared positions

$KLAC $WELL $WDC $PLD

$13.0B

52 positions

#16State of Alaska, Department of RevenuePassive

Slight overlap · 4 shared positions

$KLAC $WELL $WDC $PLD

$10.1B

2,173 positions

#17Retirement Systems of AlabamaActive

Slight overlap · 4 shared positions

$KLAC $WELL $PLD $WFC

$33.2B

950 positions

#18PRUDENTIAL FINANCIAL INCPassive

Slight overlap · 4 shared positions

$KLAC $WELL $PLD $WFC

$91.8B

2,485 positions

#19MACQUARIE GROUP LTDActive

Slight overlap · 4 shared positions

$KLAC $WELL $PLD $WFC

$23.2B

929 positions

#20Russell Investments Group, Ltd.Passive

Slight overlap · 4 shared positions

$KLAC $WELL $PLD $WFC

$114.0B

4,383 positions

#21FLOW TRADERS U.S. LLCPassive

Slight overlap · 3 shared positions

$ASML $KLAC $SHEL

$2.4B

979 positions

#22Capital Group Investment Management Pte. Ltd.Passive

Slight overlap · 3 shared positions

$ASML $KLAC $WELL

$664M

143 positions

#23Vise Technologies, Inc.Passive

Slight overlap · 3 shared positions

$ASML $KLAC $WELL

$8.8B

1,774 positions

#24Values Added Financial LLCPassive

Slight overlap · 3 shared positions

$ASML $KLAC $WELL

$277M

147 positions

#25Capital International SarlActive

Slight overlap · 3 shared positions

$ASML $KLAC $WELL

$7.1B

287 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.