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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3349 檔
8.0%
In Q3 2024, Dimensional Fund Advisors LP's U.S. equity holdings reached a combined market value of $551.8B, distributed across 3349 disclosed stock positions.
Dimensional Fund Advisors LP executed strategic sector rebalancing during Q3 2024, establishing 2 new positions while fully exiting 4 holdings and trimming 18 positions.
Showing top 200 holdings (of 3349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.03% | -0.69% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.02% | +2.98% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.18% | +1.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.12% | +4.33% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.09% | +9.03% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.01% | -3.72% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.31% | -1.87% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.05% | -2.40% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.13% | +2.06% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.06% | +0.26% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.02% | -1.03% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.07% | +5.19% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.09% | +7.53% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | +6.38% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.04% | +4.30% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | +3.77% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | +4.72% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.08% | +747.97% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.18% | -6.48% | |
| 20 | PLD | Prologis Inc | Stock-Real Estate | 0.40% | -0.04% | -0.84% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | +0.01% | -2.55% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | -0.08% | +0.84% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.07% | +17.28% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.08% | +8.81% | |
| 25 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.12% | +0.88% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 0.37% | -0.04% | -0.27% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.35% | -0.05% | -8.88% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | +5.36% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.01% | -6.50% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.06% | +2.52% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.09% | -2.45% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.01% | -5.59% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.13% | +0.95% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 0.28% | -0.02% | -1.90% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.28% | -0.09% | -3.41% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.28% | -0.03% | +1.42% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.03% | +2.07% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.27% | -0.04% | +15.28% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.02% | +3.92% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.09% | +5.65% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.26% | -0.01% | -1.89% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.25% | +0.02% | -0.51% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.24% | — | +11.95% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.24% | -0.03% | +13.29% | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.24% | +0.01% | -0.72% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.24% | -0.04% | +12.07% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.05% | +14.60% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.23% | -0.04% | +0.22% | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.23% | -0.03% | +9.25% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.19% | +5.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.2% | +9.03% | Add |
| 2 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 3 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 4 | UNH | Unitedhealth Group Inc | +0.1% | +5.19% | Add |
| 5 | JNJ | Johnson & Johnson | +0.1% | +7.53% | Add |
| 6 | AAPL | Apple Inc | +0.1% | -0.69% | Trim |
| 7 | HD | Home Depot Inc | +0.1% | +3.77% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +17.28% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | +5.36% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +3.92% | Add |
| 11 | GILD | Gilead Sciences Inc | +0.1% | +12.07% | Add |
| 12 | ABBV | Abbvie Inc | 0% | +4.72% | Add |
| 13 | MA | Mastercard Inc - A | 0% | +4.30% | Add |
| 14 | CSCO | Cisco Systems Inc | 0% | +8.81% | Add |
| 15 | AMT | American Tower CORP | 0% | -0.27% | Trim |
| 16 | TSLA | Tesla Inc | 0% | -5.59% | Trim |
| 17 | CRM | Salesforce Inc | 0% | +15.28% | Add |
| 18 | ABT | Abbott Laboratories | 0% | +14.60% | Add |
| 19 | DE | Deere & Co | 0% | +11.95% | Add |
| 20 | T | At&t Inc | 0% | +5.65% | Add |
| 21 | WELL | Welltower Inc | 0% | -0.72% | Trim |
| 22 | TGT | Target CORP | 0% | +27.88% | Add |
| 23 | LMT | Lockheed Martin CORP | 0% | +2.98% | Add |
| 24 | PSA | Public Storage | 0% | -2.01% | Trim |
| 25 | URI | United Rentals Inc | 0% | -0.95% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.40% | Trim |
| 27 | CAT | Caterpillar Inc | 0% | +0.95% | Add |
| 28 | WMT | Walmart Inc | 0% | -2.45% | Trim |
| 29 | RTX | Rtx CORP | 0% | -0.00% | Trim |
| 30 | EQIX | Equinix Inc | 0% | -1.90% | Trim |
| 31 | KO | Coca-cola Co/the | 0% | +2.07% | Add |
| 32 | NVS | Novartis Ag-sponsored Adr | 0% | +9.25% | Add |
| 33 | AXP | American Express Co | 0% | +3.86% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | +6.38% | Add |
| 35 | PLD | Prologis Inc | 0% | -0.84% | Trim |
| 36 | VZ | Verizon Communications Inc | 0% | +0.84% | Add |
| 37 | WIREEUR | Encore Wire CORP | 0% | EXIT | Sold out |
| 38 | AMKR | Amkor Technology Inc | -0.1% | -5.77% | Trim |
| 39 | MU | Micron Technology Inc | -0.1% | -12.88% | Trim |
| 40 | COP | Conocophillips | -0.1% | -3.41% | Trim |
| 41 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 42 | QCOM | Qualcomm Inc | -0.1% | -10.35% | Trim |
| 43 | AVGO | Broadcom Inc | -0.1% | +747.97% | Add |
| 44 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | Sold out |
| 45 | CVX | Chevron CORP | -0.1% | -6.48% | Trim |
| 46 | INTC | Intel CORP | -0.1% | -26.35% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | -1.03% | Trim |
| 48 | TEL | TE Connectivity plc | -0.1% | EXIT | Sold out |
| 49 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.26% | Add |
| 50 | MSFT | Microsoft CORP | -0.3% | +1.50% | 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 3349 disclosed positions in Q3 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 AAPL, NVDA, MSFT) accounted for 8.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $482.2M
Top Position Liquidated / Trimmed
TEL
前期市值: $469.1M
During Q3 2024, Dimensional Fund Advisors LP's top holdings by market value included AAPL (3.0%)、NVDA (2.8%)、MSFT (2.5%). The largest single position, AAPL, represented 3.0% of total portfolio value.
In Q3 2024, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 18 holdings, and fully liquidating 4 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.
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