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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3272 檔
9.5%
As reported in its official Q2 2025 Form 13F filing, Dimensional Fund Advisors LP's tracked investment portfolio stood at $551.8B with 3272 total positions.
Dimensional Fund Advisors LP executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 5 holdings and trimming 21 positions.
Showing top 200 holdings (of 3272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.02% | -3.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.18% | -0.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.03% | +1.16% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.09% | +0.51% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.12% | -0.38% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.01% | -4.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.06% | +12.79% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.31% | -2.70% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.05% | -2.81% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.02% | +14.68% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | -1.90% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.08% | +3.08% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.13% | -2.79% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.09% | +9.93% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.04% | -3.76% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.08% | -2.58% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.01% | +0.48% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.07% | -6.96% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | +0.01% | +10.28% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.02% | +0.82% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +0.89% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.07% | +6.16% | |
| 23 | SHEL | Shell Plc-adr | Stock-Energy | 0.39% | -0.12% | +3.84% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.18% | -4.25% | |
| 25 | T | At&t Inc | Stock-Comm Services | 0.38% | -0.09% | +5.97% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.03% | -2.37% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.09% | -2.50% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.02% | -1.55% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | -0.08% | -3.50% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.01% | -2.57% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.34% | -0.04% | +0.80% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.01% | -6.10% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.10% | +2.87% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | +0.02% | -3.89% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.31% | -0.04% | +0.15% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.29% | -0.02% | +9.92% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | -0.03% | -1.52% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.05% | -2.38% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.13% | -3.87% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.26% | +0.02% | -0.17% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.26% | -0.05% | -5.81% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.26% | -0.04% | -3.58% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.04% | -2.35% | |
| 44 | WELL | Welltower Inc | Stock-Real Estate | 0.26% | +0.01% | -0.70% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.25% | -0.03% | +5.28% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.04% | -2.83% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.06% | +3.20% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.25% | -0.02% | +0.74% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.25% | — | -18.16% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.24% | -0.09% | -5.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -3.09% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.15% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +0.51% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +3.08% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.79% | Add |
| 6 | ORCL | Oracle CORP | +0.1% | +0.82% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +14.68% | Add |
| 8 | COF | Capital One Financial CORP | +0.1% | +81.33% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.38% | Trim |
| 10 | NFLX | Netflix Inc | +0.1% | +2.87% | Add |
| 11 | B | Barrick Mining CORP | +0.1% | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -4.07% | Trim |
| 13 | VST | Vistra CORP | +0.1% | -10.27% | Trim |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +4.21% | Add |
| 15 | GS | Goldman Sachs Group Inc | 0% | -3.89% | Trim |
| 16 | MU | Micron Technology Inc | 0% | -0.67% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.08% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +0.46% | Add |
| 19 | CCL1EUR | Carnival CORP LTD | 0% | +117.19% | Add |
| 20 | HOOD | Robinhood Markets Inc - A | 0% | -0.20% | Trim |
| 21 | VRT | Vertiv Holdings Co-a | 0% | +1.89% | Add |
| 22 | TSLA | Tesla Inc | 0% | -2.57% | Trim |
| 23 | DIS | Walt Disney Co/the | 0% | +1.00% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | -3.27% | Trim |
| 25 | MS | Morgan Stanley | 0% | -0.17% | Trim |
| 26 | PYPL | Paypal Holdings Inc | 0% | +49.95% | Add |
| 27 | CSX | Csx CORP | 0% | +20.48% | Add |
| 28 | CHTR | Charter Communications Inc-a | 0% | +29.70% | Add |
| 29 | COIN | Coinbase Global Inc -class A | 0% | +31.26% | Add |
| 30 | NEM | Newmont CORP | 0% | +16.10% | Add |
| 31 | NRG | Nrg Energy Inc | 0% | -4.66% | Trim |
| 32 | ASML | ASML Holding N.V. | 0% | +5.13% | Add |
| 33 | APP | Applovin Corp-class A | 0% | +0.81% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | -1.55% | Trim |
| 35 | CSCO | Cisco Systems Inc | 0% | -2.58% | Trim |
| 36 | BECNUSD | Beacon Roofing Supply Inc | -0.1% | EXIT | Sold out |
| 37 | BERYEUR | Berry Global Group Inc | -0.1% | EXIT | Sold out |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.15% | Trim |
| 39 | TMUS | T-mobile US Inc | -0.1% | -5.62% | Trim |
| 40 | ABX | Barrick Gold CORP | -0.1% | EXIT | Sold out |
| 41 | COP | Conocophillips | -0.1% | -5.23% | Trim |
| 42 | ABBV | Abbvie Inc | -0.1% | +0.89% | Add |
| 43 | USX1 | United States Steel CORP | -0.1% | EXIT | Sold out |
| 44 | LLY | Eli Lilly & Co | -0.1% | -2.79% | Trim |
| 45 | CVX | Chevron CORP | -0.1% | -4.25% | Trim |
| 46 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.81% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.2% | -2.70% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +6.16% | Add |
| 50 | AAPL | Apple Inc | -0.4% | +1.16% | 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 3272 disclosed positions in Q2 2025.
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, MSFT, AAPL) accounted for 9.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $381.0M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $536.3M
During Q2 2025, Dimensional Fund Advisors LP's top holdings by market value included NVDA (3.4%)、MSFT (2.9%)、AAPL (2.7%). The largest single position, NVDA, represented 3.4% of total portfolio value.
In Q2 2025, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 21 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.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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