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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3271 檔
10.7%
The Q3 2025 SEC filing reveals that Dimensional Fund Advisors LP held a total portfolio value of $551.8B, covering 3271 public equity positions.
In Q3 2025, Dimensional Fund Advisors LP displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | +0.02% | -0.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.03% | +0.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.18% | +1.95% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.09% | +2.08% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.12% | +0.97% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.01% | -3.05% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.06% | +1.50% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.02% | +1.12% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.08% | +7.69% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.05% | -0.38% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.31% | -6.53% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.09% | -2.94% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | — | +1.30% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.13% | +2.00% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.02% | +1.18% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.18% | +28.48% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.04% | +2.68% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.01% | +5.54% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | -6.20% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | +0.24% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.08% | +0.98% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.07% | -2.47% | |
| 23 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.12% | +1.03% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.10% | +34.88% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.03% | -0.21% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | +0.01% | -5.24% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.09% | +0.57% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.01% | +2.13% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | -8.20% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.02% | -1.90% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.09% | -9.08% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.08% | -5.16% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.02% | -0.44% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.13% | -2.35% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.29% | -0.04% | -6.19% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.29% | -0.02% | +7.80% | |
| 37 | WELL | Welltower Inc | Stock-Real Estate | 0.28% | +0.01% | +2.93% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.28% | +0.02% | +1.65% | |
| 39 | APP | Applovin Corp-class A | Stock-Tech | 0.28% | +0.01% | +1.74% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.04% | +1.97% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.26% | -0.04% | -3.48% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.03% | +5.95% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.05% | +1.91% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.25% | +0.93% | +2.29% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.24% | -0.03% | -2.43% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.06% | -2.61% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.04% | +36.85% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.23% | -0.04% | -5.60% | |
| 49 | COP | Conocophillips | Stock-Energy | 0.23% | -0.09% | -1.30% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.22% | -0.04% | +3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.48% | Trim |
| 2 | MSFT | Microsoft CORP | +0.5% | +1.95% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.50% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +7.69% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.12% | Add |
| 6 | ORCL | Oracle CORP | +0.2% | +1.18% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.08% | Add |
| 8 | APP | Applovin Corp-class A | +0.2% | +1.74% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +5.54% | Add |
| 10 | NFLX | Netflix Inc | +0.1% | +34.88% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | +2.29% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.33% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.54% | Add |
| 14 | WDC | Western Digital CORP | +0.1% | +11.85% | Add |
| 15 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.15% | Trim |
| 16 | CCL1EUR | Carnival CORP LTD | +0.1% | +50.72% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | -0.90% | Trim |
| 18 | ASML | ASML Holding N.V. | +0.1% | +4.06% | Add |
| 19 | NEM | Newmont CORP | +0.1% | -10.24% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | -18.87% | Add |
| 21 | CRH | CRH plc | +0.1% | +12.10% | Add |
| 22 | ELAN | Elanco Animal Health Inc | +0.1% | +8.63% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -1.90% | Trim |
| 24 | QCOM | Qualcomm Inc | +0.1% | +36.85% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | -2.35% | Trim |
| 26 | MS | Morgan Stanley | +0.1% | +1.65% | Add |
| 27 | URI | United Rentals Inc | +0.1% | +2.91% | Add |
| 28 | PYPL | Paypal Holdings Inc | +0.1% | +35.90% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -3.05% | Trim |
| 30 | AMD | Advanced Micro Devices | 0% | +1.36% | Trim |
| 31 | CSX | Csx CORP | 0% | +6.06% | Add |
| 32 | KLAC | Kla CORP | 0% | +2.18% | Trim |
| 33 | GE | General Electric | 0% | +6.18% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -2.94% | Add |
| 35 | AAPL | Apple Inc | 0% | +0.42% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +0.97% | Add |
| 37 | CVX | Chevron CORP | 0% | +28.48% | Add |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -1.65% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.1% | -8.20% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.2% | +2.00% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.38% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.3% | -6.53% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -2.47% | Add |
| 44 | B | Barrick Mining CORP | — | NEW | New buy |
| 45 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 46 | HES | Hess CORP | — | EXIT | Sold out |
| 47 | SSB | Southstate Bank CORP | — | NEW | New buy |
| 48 | SSBUSD | Southstate Bank CORP | — | EXIT | Sold out |
| 49 | USX1 | United States Steel CORP | — | EXIT | Sold out |
| 50 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Dimensional Fund Advisors LP reported a total U.S. public equity portfolio value of $551.8B across 3271 disclosed positions in Q3 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, AAPL, MSFT) accounted for 10.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $577.5M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $536.3M
During Q3 2025, Dimensional Fund Advisors LP's top holdings by market value included NVDA (3.7%)、AAPL (3.1%)、MSFT (2.9%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q3 2025, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 13 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.
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