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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3387 檔
6.1%
At the close of Q1 2024, Dimensional Fund Advisors LP disclosed equity holdings valued at approximately $551.8B, spread across 3387 reported holdings.
Dimensional Fund Advisors LP executed strategic sector rebalancing during Q1 2024, establishing 1 new positions while fully exiting 2 holdings and trimming 22 positions.
Showing top 200 holdings (of 3387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.18% | -0.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.03% | +7.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.02% | +18.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.12% | +2.46% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.01% | +1.49% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.09% | -14.24% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.31% | -4.34% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.05% | +0.51% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.13% | +0.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.08% | -8.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.06% | +4.76% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.02% | +2.05% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.18% | -3.14% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | +2.78% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.04% | +0.45% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.09% | +11.30% | |
| 17 | PLD | Prologis Inc | Stock-Real Estate | 0.45% | -0.04% | +0.46% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.01% | +2.34% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.44% | -0.05% | -0.95% | |
| 20 | SHEL | Shell Plc-adr | Stock-Energy | 0.41% | -0.12% | +0.06% | |
| 21 | COP | Conocophillips | Stock-Energy | 0.41% | -0.09% | -1.22% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +2.49% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.08% | -1.35% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | +0.01% | +5.09% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.07% | +16.04% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | -1.79% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 0.35% | -0.04% | +0.90% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.06% | +2.98% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.30% | -0.03% | +0.39% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 0.29% | -0.02% | +1.51% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | +0.08% | +21.66% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.13% | +2.50% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.29% | +0.29% | +0.18% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.27% | -0.01% | +0.60% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.27% | -0.04% | -14.97% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.27% | -0.02% | -5.48% | |
| 37 | ELV | Elevance Health Inc | Stock-Healthcare | 0.26% | +0.01% | -0.92% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.03% | +1.67% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.09% | +200.20% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | +0.19% | -14.64% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.25% | -0.02% | +0.27% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.24% | -0.03% | -1.82% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.24% | — | -1.34% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.07% | -5.49% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.24% | -0.07% | -4.93% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.02% | +3.51% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | +0.02% | -0.19% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.23% | -0.04% | +10.46% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.23% | +0.02% | -4.91% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.22% | -0.01% | +0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +18.50% | Add |
| 2 | AMZN | Amazon.com Inc | +0.1% | +2.46% | Add |
| 3 | LLY | Eli Lilly & Co | +0.1% | +0.40% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.1% | +1.49% | Add |
| 5 | MSFT | Microsoft CORP | +0.1% | -0.85% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.1% | -14.24% | Trim |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.51% | Add |
| 8 | ABBV | Abbvie Inc | +0.1% | +2.49% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +2.50% | Add |
| 10 | SMCIUSD | Super Micro Computer Inc | +0.1% | -20.57% | Trim |
| 11 | MPC | Marathon Petroleum CORP | +0.1% | -5.48% | Trim |
| 12 | CPAY | Corpay Inc | +0.1% | NEW | New buy |
| 13 | DIS | Walt Disney Co/the | 0% | +2.50% | Add |
| 14 | MU | Micron Technology Inc | 0% | -2.77% | Trim |
| 15 | VST | Vistra CORP | 0% | -8.68% | Trim |
| 16 | XOM | Exxon Mobil CORP | 0% | -4.34% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +4.76% | Add |
| 18 | PG | Procter & Gamble Co/the | 0% | +5.09% | Add |
| 19 | CSCO | Cisco Systems Inc | 0% | +21.66% | Add |
| 20 | CRM | Salesforce Inc | 0% | +10.46% | Add |
| 21 | ASML | ASML Holding N.V. | 0% | +0.31% | Add |
| 22 | WFC | Wells Fargo & Co | 0% | +0.39% | Add |
| 23 | KR | Kroger Co | 0% | +2.19% | Add |
| 24 | GE | General Electric | 0% | -6.12% | Trim |
| 25 | VLO | Valero Energy CORP | 0% | -1.97% | Trim |
| 26 | HIG | Hartford Insurance Group Inc | 0% | +0.78% | Add |
| 27 | PCAR | Paccar Inc | 0% | -2.52% | Trim |
| 28 | MA | Mastercard Inc - A | 0% | +0.45% | Add |
| 29 | HD | Home Depot Inc | 0% | +2.34% | Add |
| 30 | ORCL | Oracle CORP | 0% | +3.51% | Add |
| 31 | CI | THE Cigna Group | 0% | -1.34% | Trim |
| 32 | DE | Deere & Co | 0% | +16.97% | Add |
| 33 | IBM | Intl Business Machines CORP | 0% | -0.19% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +2.05% | Add |
| 35 | AVGO | Broadcom Inc | 0% | -8.67% | Trim |
| 36 | JNJ | Johnson & Johnson | 0% | +11.30% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | +2.78% | Add |
| 38 | VZ | Verizon Communications Inc | 0% | -1.35% | Trim |
| 39 | BAC | Bank Of America CORP | 0% | -1.79% | Trim |
| 40 | MDC1USD | Mdc Holdings Inc | 0% | -48.68% | Trim |
| 41 | CRH | CRH plc | 0% | -53.72% | Trim |
| 42 | FLT1EUR | Fleetcor Technologies Inc | -0.1% | EXIT | Sold out |
| 43 | ✓ | -0.1% | EXIT | Sold out | |
| 44 | USX1 | United States Steel CORP | -0.1% | -20.01% | Trim |
| 45 | ADBE | Adobe Inc | -0.1% | -2.46% | Trim |
| 46 | INTC | Intel CORP | -0.1% | +0.18% | Add |
| 47 | NYCBEUR | New York Community Bancorp | -0.1% | -73.94% | Trim |
| 48 | PFE | Pfizer Inc | -0.1% | -14.97% | Trim |
| 49 | TSLA | Tesla Inc | -0.1% | -8.66% | Trim |
| 50 | AAPL | Apple Inc | -0.3% | +7.83% | Add |
According to official SEC Form 13F filings, Dimensional Fund Advisors LP reported a total U.S. public equity portfolio value of $551.8B across 3387 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 6.1% of total reported equity market value during Q1 2024.
Top New Position Initiated
CPAY
市值: $200.0M
Top Position Liquidated / Trimmed
FLT1EUR
前期市值: $172.8M
During Q1 2024, Dimensional Fund Advisors LP's top holdings by market value included MSFT (2.6%)、AAPL (2.3%)、NVDA (1.8%). The largest single position, MSFT, represented 2.6% of total portfolio value.
In Q1 2024, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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