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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3339 檔
8.8%
At the close of Q4 2024, Dimensional Fund Advisors LP disclosed equity holdings valued at approximately $551.8B, spread across 3339 reported holdings.
In Q4 2024, Dimensional Fund Advisors LP displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.03% | +2.42% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.15% | +0.02% | +2.94% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.18% | +2.00% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | +0.12% | +3.78% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.09% | +6.27% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.01% | -2.56% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.31% | -8.34% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.06% | +1.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.05% | -3.21% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.13% | +1.30% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.02% | +0.53% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | +3.37% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.08% | -1.84% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.07% | +8.57% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.04% | +0.42% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.09% | +4.50% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.01% | +2.54% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.01% | -0.98% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.07% | +8.81% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.18% | +0.52% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.08% | +2.37% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | +1.18% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | +0.01% | +2.83% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.08% | +2.76% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.03% | +1.18% | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 0.34% | -0.12% | -0.44% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.09% | -0.01% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.01% | -2.36% | |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 0.33% | -0.04% | +0.19% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | +4.35% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.31% | -0.05% | -1.07% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.04% | -3.88% | |
| 33 | EQIX | Equinix Inc | Stock-Real Estate | 0.30% | -0.02% | -0.03% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.02% | +0.96% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.29% | -0.09% | +9.86% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.28% | -0.09% | +6.10% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.28% | -0.04% | -0.78% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.06% | +2.10% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.13% | +2.66% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | +0.02% | +63.12% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.02% | +2.00% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.03% | +14.75% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.26% | — | +7.67% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.26% | -0.04% | -0.53% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | -0.05% | +7.00% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.24% | +0.02% | -1.45% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.24% | -0.01% | +11.25% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.23% | +0.01% | -3.64% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.22% | — | +4.31% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.22% | -0.05% | +0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.4% | +2.94% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +2.42% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | +3.78% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | -0.98% | Trim |
| 5 | AVGO | Broadcom Inc | +0.1% | -1.84% | Trim |
| 6 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | -2.56% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.18% | Add |
| 9 | V | Visa Inc-class A Shares | +0.1% | +3.37% | Add |
| 10 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +6.27% | Add |
| 12 | EXE | Expand Energy CORP | +0.1% | +95.94% | Add |
| 13 | APP | Applovin Corp-class A | +0.1% | +3.57% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.53% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +63.12% | Add |
| 16 | WFC | Wells Fargo & Co | +0.1% | +1.18% | Add |
| 17 | UAL | United Airlines Holdings Inc | +0.1% | +7.15% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 19 | NFLX | Netflix Inc | +0.1% | +7.26% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +2.37% | Add |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +21.43% | Add |
| 22 | COST | Costco Wholesale CORP | 0% | +8.81% | Add |
| 23 | CRM | Salesforce Inc | 0% | -3.88% | Trim |
| 24 | GS | Goldman Sachs Group Inc | 0% | +0.96% | Add |
| 25 | MS | Morgan Stanley | 0% | -1.45% | Trim |
| 26 | APTV | Aptiv PLC | 0% | NEW | New buy |
| 27 | PFE | Pfizer Inc | 0% | -12.36% | Trim |
| 28 | PHM | Pultegroup Inc | 0% | -4.25% | Trim |
| 29 | CI | THE Cigna Group | 0% | +0.74% | Add |
| 30 | CCI | Crown Castle Inc | 0% | +0.15% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +1.18% | Add |
| 32 | DHI | Dr Horton Inc | 0% | +2.12% | Add |
| 33 | CMCSA | Comcast Corp-class A | 0% | -1.07% | Trim |
| 34 | TXN | Texas Instruments Inc | 0% | -12.79% | Trim |
| 35 | ELV | Elevance Health Inc | -0.1% | +5.10% | Add |
| 36 | MRO* | Marathon Oil CORP | -0.1% | EXIT | Sold out |
| 37 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 38 | AMD | Advanced Micro Devices | -0.1% | +3.80% | Add |
| 39 | REGN | Regeneron Pharmaceuticals | -0.1% | +2.98% | Add |
| 40 | CVS | Cvs Health CORP | -0.1% | -3.88% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.21% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.1% | +4.50% | Add |
| 43 | DHR | Danaher CORP | -0.1% | -10.00% | Trim |
| 44 | PLD | Prologis Inc | -0.1% | +0.19% | Add |
| 45 | SWN1EUR | Southwestern Energy Co | -0.1% | EXIT | Sold out |
| 46 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 47 | AMT | American Tower CORP | -0.1% | -0.78% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.1% | +1.30% | Add |
| 49 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 50 | XOM | Exxon Mobil CORP | -0.2% | -8.34% | 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 3339 disclosed positions in Q4 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 8.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $481.9M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $526.4M
During Q4 2024, Dimensional Fund Advisors LP's top holdings by market value included AAPL (3.2%)、NVDA (3.1%)、MSFT (2.5%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q4 2024, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 14 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.
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