2026-Q1 DIMENSIONAL FUND ADVISORS LP 13F Filing: Dimensional boosts XOM by +$1.58B in Q1

Dimensional Fund Advisors LP files a 13F quarterly report revealing its U.S. stock holdings. The filing for the period ending March 31, 2026, shows 3,215 stocks and a turnover ratio of 15.2%, indicating the firm actively adjusted about one in six positions.

1. What a 13F Includes – The form lists each equity position's quarter-end value and share count. For Dimensional, this filing covers 3,215 holdings with a turnover ratio of 15.2%.
2. Spotting a New Buy – A stock with no prior-quarter value is a new purchase. This quarter, Dimensional opened a position in Pinnacle Financial Partners (PNFP), valued at $433.7M.
3. Reading Active Adjustments – 'Add' and 'trim' mean the share count changed and the position remains; 'sold_out' means exited. The fund added to Exxon Mobil (XOM), raising its value to $4.81B, and trimmed Alphabet (GOOGL) to $5.26B. It fully exited AstraZeneca (AZNN), previously worth $608.9M.
4. When Holdings Don't Move – 'Unchanged' holdings shift only due to price. None of the top changes here are unchanged, meaning all major moves were deliberate.
5. Action Versus Dollar Direction – Adding shares can reduce the dollar value if the stock price falls enough. Microsoft (MSFT) was bought, yet its value fell by -$1.98B because the stock dropped more than the added shares. Conversely, Chevron (CVX) was trimmed, but its value rose by +$523.3M as price gains exceeded sold shares.
6. The Portfolio's Strategic Drift – Sector weights confirm a shift: Energy rose from 5.96% to 8.2%, while Information Technology fell from 23.65% to 22.24%. Energy adds included XOM, SHEL, COP; tech saw adds to MSFT, NVDA, AAPL and trims to GOOGL, QCOM, ABBV.

This Quarter at a Glance