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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3373 檔
7.8%
According to the latest 13F quarterly dataset, Dimensional Fund Advisors LP managed an equity portfolio of $551.8B at the end of Q2 2024, spanning 3373 distinct U.S. exchange-listed positions.
In Q2 2024, Dimensional Fund Advisors LP displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.02% | +1123.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.03% | +5.55% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.18% | +6.94% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.12% | +6.97% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.01% | +4.80% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.31% | +16.94% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.09% | +2.77% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.13% | +5.03% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.06% | +6.71% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.05% | +6.32% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.02% | +4.54% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.18% | +0.98% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | +9.81% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.08% | -35.77% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.07% | +29.98% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.09% | +16.16% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.04% | +6.04% | |
| 18 | SHEL | Shell Plc-adr | Stock-Energy | 0.43% | -0.12% | +0.43% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | +0.01% | +8.19% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | +7.73% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | +7.59% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.39% | -0.05% | +2.68% | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 0.39% | -0.04% | +2.47% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.08% | +1.53% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | -0.78% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | +28.25% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.34% | -0.09% | -4.51% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.33% | -0.04% | -0.07% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.08% | +22.46% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.06% | +8.21% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | -0.03% | +4.38% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.09% | +5.43% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.02% | +6.16% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.13% | +5.69% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.26% | +0.01% | +1.29% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.26% | -0.02% | +1.51% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.01% | +9.08% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.25% | +0.04% | +3.69% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.03% | -1.64% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.01% | +1.17% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.25% | +0.02% | +3.33% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.25% | -0.03% | +12.25% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.24% | -0.04% | -6.64% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.23% | -0.04% | +22.70% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.23% | -0.09% | -1.03% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +0.19% | +6.56% | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.23% | — | +6.08% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.22% | +0.02% | +2.83% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.22% | -0.01% | +2.57% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | -0.02% | +6.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +1123.24% | Add |
| 2 | AAPL | Apple Inc | +0.6% | +5.55% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | +6.94% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.71% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | +6.97% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | +5.03% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +16.94% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +4.54% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +29.98% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +28.25% | Add |
| 11 | LH | Labcorp Holdings Inc | +0.1% | NEW | New buy |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.1% | +23.09% | Add |
| 13 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 14 | TSLA | Tesla Inc | 0% | +9.08% | Add |
| 15 | ADBE | Adobe Inc | 0% | +12.25% | Add |
| 16 | CSCO | Cisco Systems Inc | 0% | +22.46% | Add |
| 17 | WMT | Walmart Inc | 0% | +5.43% | Add |
| 18 | ORCL | Oracle CORP | 0% | +6.16% | Add |
| 19 | NFLX | Netflix Inc | 0% | +23.19% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +4.80% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | +2.77% | Add |
| 22 | QCOM | Qualcomm Inc | 0% | +3.69% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | +8.19% | Add |
| 24 | ADI | Analog Devices Inc | 0% | +5.76% | Add |
| 25 | KLAC | Kla CORP | 0% | +8.84% | Add |
| 26 | TJX | Tjx Companies Inc | 0% | +11.83% | Add |
| 27 | CHRD | Chord Energy CORP | 0% | +72.00% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +16.16% | Add |
| 29 | SHEL | Shell Plc-adr | 0% | +0.43% | Add |
| 30 | AMGN | Amgen Inc | 0% | +6.39% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | -6.56% | Trim |
| 32 | ABT | Abbott Laboratories | 0% | +27.38% | Add |
| 33 | CPE* | Callon Petroleum Co | 0% | EXIT | Sold out |
| 34 | FTI | TechnipFMC plc | 0% | -52.14% | Trim |
| 35 | NUE | Nucor CORP | 0% | +2.21% | Add |
| 36 | MDC1USD | Mdc Holdings Inc | -0.1% | EXIT | Sold out |
| 37 | WIREEUR | Encore Wire CORP | -0.1% | -56.31% | Trim |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | +2.68% | Add |
| 39 | CVS | Cvs Health CORP | -0.1% | -2.72% | Trim |
| 40 | BLDR | Builders Firstsource Inc | -0.1% | -10.82% | Trim |
| 41 | PLD | Prologis Inc | -0.1% | +2.47% | Add |
| 42 | AELUSD | American Equity Invt Life Hl | -0.1% | EXIT | Sold out |
| 43 | MPC | Marathon Petroleum CORP | -0.1% | -11.10% | Trim |
| 44 | COP | Conocophillips | -0.1% | -4.51% | Trim |
| 45 | ✓ | Laboratory Corp. of America | -0.1% | EXIT | Sold out |
| 46 | GE | General Electric | -0.1% | -34.75% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | -0.1% | -15.53% | Trim |
| 48 | INTC | Intel CORP | -0.1% | +2.75% | Add |
| 49 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | Sold out |
| 50 | AVGO | Broadcom Inc | -0.2% | -35.77% | Trim |
According to official SEC Form 13F filings, Dimensional Fund Advisors LP reported a total U.S. public equity portfolio value of $551.8B across 3373 disclosed positions in Q2 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 NVDA, AAPL, MSFT) accounted for 7.8% of total reported equity market value during Q2 2024.
Top New Position Initiated
LH
市值: $288.5M
Top Position Liquidated / Trimmed
PXDEUR
前期市值: $476.6M
During Q2 2024, Dimensional Fund Advisors LP's top holdings by market value included NVDA (3.0%)、AAPL (2.9%)、MSFT (2.8%). The largest single position, NVDA, represented 3.0% of total portfolio value.
In Q2 2024, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
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