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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3320 檔
7.9%
During the Q1 2025 filing period, Dimensional Fund Advisors LP (CIK: 0000354204) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $551.8B across 3320 reported positions.
In Q1 2025, Dimensional Fund Advisors LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 7.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $12.5B
Showing top 200 holdings (of 3320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.12% | +0.03% | +4.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | +0.02% | -1.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.18% | +2.12% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.12% | +3.65% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.09% | +1.12% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.01% | -5.61% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.31% | +0.09% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.05% | +0.39% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.13% | +2.54% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | +0.43% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.09% | +14.42% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.06% | +1.15% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.07% | +19.25% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.02% | +1.91% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.04% | -0.35% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.18% | +0.33% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | — | +0.49% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.07% | +1.79% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.01% | +1.30% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.08% | -0.38% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | +0.01% | +7.18% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.08% | +0.32% | |
| 23 | SHEL | Shell Plc-adr | Stock-Energy | 0.42% | -0.12% | +1.98% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.08% | -4.16% | |
| 25 | T | At&t Inc | Stock-Comm Services | 0.37% | -0.09% | +2.51% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.03% | +0.63% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.35% | -0.04% | -3.02% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.35% | -0.04% | +1.37% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.09% | +0.05% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.01% | +0.59% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | +0.02% | +0.49% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | -0.03% | -1.29% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.31% | -0.09% | -0.55% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.31% | -0.05% | -2.75% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.01% | +2.58% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.05% | -0.46% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.30% | — | -1.64% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.06% | +2.05% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.29% | -0.04% | -9.54% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.02% | +2.57% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.04% | +8.07% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.28% | -0.02% | +15.75% | |
| 43 | WELL | Welltower Inc | Stock-Real Estate | 0.28% | +0.01% | -3.04% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.27% | -0.02% | +1.93% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.27% | +0.02% | -6.88% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.27% | -0.05% | -1.28% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.04% | +0.86% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.13% | -2.95% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | +0.02% | -5.73% | |
| 50 | KR | Kroger Co | Stock-Consumer Staples | 0.24% | -0.05% | +1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 15 | MA | Mastercard Inc - A | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | ABBV | Abbvie Inc | — | NEW | New buy |
| 18 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | AVGO | Broadcom Inc | — | NEW | New buy |
| 23 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 24 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 25 | T | At&t Inc | — | NEW | New buy |
| 26 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 27 | PLD | Prologis Inc | — | NEW | New buy |
| 28 | AMT | American Tower CORP | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | NEW | New buy |
| 30 | BAC | Bank Of America CORP | — | NEW | New buy |
| 31 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 32 | KO | Coca-cola Co/the | — | NEW | New buy |
| 33 | COP | Conocophillips | — | NEW | New buy |
| 34 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 35 | TSLA | Tesla Inc | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | DE | Deere & Co | — | NEW | New buy |
| 38 | PEP | Pepsico Inc | — | NEW | New buy |
| 39 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | CRM | Salesforce Inc | — | NEW | New buy |
| 42 | LIN | Linde plc | — | NEW | New buy |
| 43 | WELL | Welltower Inc | — | NEW | New buy |
| 44 | EQIX | Equinix Inc | — | NEW | New buy |
| 45 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 46 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 47 | RTX | Rtx CORP | — | NEW | New buy |
| 48 | CAT | Caterpillar Inc | — | NEW | New buy |
| 49 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 50 | KR | Kroger Co | — | NEW | New buy |
According to official SEC Form 13F filings, Dimensional Fund Advisors LP reported a total U.S. public equity portfolio value of $551.8B across 3320 disclosed positions in Q1 2025.
During Q1 2025, Dimensional Fund Advisors LP's top holdings by market value included AAPL (3.1%)、NVDA (2.6%)、MSFT (2.4%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q1 2025, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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