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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3240 檔
10.9%
As reported in its official Q4 2025 Form 13F filing, Dimensional Fund Advisors LP's tracked investment portfolio stood at $551.8B with 3240 total positions.
In Q4 2025, Dimensional Fund Advisors LP adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 3240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.68% | +0.02% | +0.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.03% | +0.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.18% | +2.37% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.12% | +5.42% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.09% | +7.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.06% | -7.19% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.01% | -1.77% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.02% | -13.66% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.13% | +0.20% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.08% | +2.12% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.09% | -4.33% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.05% | +0.11% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.31% | -10.96% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | +1.28% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.04% | +1.72% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.18% | -2.73% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.01% | -0.32% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.08% | -2.69% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 0.41% | +0.93% | -0.41% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | -7.06% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.03% | -0.23% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | +1.75% | |
| 23 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.12% | -2.97% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.07% | -2.14% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.09% | +0.74% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | +0.01% | -0.25% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.01% | +5.70% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.02% | +0.24% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.02% | -1.94% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.13% | -4.36% | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 0.32% | +0.01% | +11.86% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.10% | +1027.51% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.02% | +0.59% | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.31% | -0.04% | -4.20% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.07% | -1.89% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.04% | -1.17% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | +0.02% | +14.79% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.03% | +1.55% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.27% | +0.04% | +13.90% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.27% | +0.02% | -12.10% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | -0.08% | -4.83% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.09% | -2.70% | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.25% | -0.03% | -3.58% | |
| 44 | GM | General Motors Co | Stock-Consumer Disc | 0.24% | -0.02% | -7.61% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.24% | -0.02% | -5.38% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.06% | -0.21% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.05% | +0.19% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.23% | -0.04% | -1.18% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.05% | +0.37% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.23% | -0.04% | -7.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.2% | +0.20% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.19% | Trim |
| 3 | MU | Micron Technology Inc | +0.2% | -0.41% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | +0.44% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | +5.42% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -13.66% | Trim |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +14.79% | Add |
| 8 | AA | Alcoa CORP | +0.1% | +4.16% | Add |
| 9 | AVGO | Broadcom Inc | 0% | +2.12% | Add |
| 10 | WELL | Welltower Inc | 0% | +11.86% | Add |
| 11 | GM | General Motors Co | 0% | -7.61% | Trim |
| 12 | LRCX | Lam Research CORP | 0% | -2.40% | Trim |
| 13 | QCOM | Qualcomm Inc | 0% | +13.90% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | -4.33% | Trim |
| 15 | CAT | Caterpillar Inc | 0% | -4.36% | Trim |
| 16 | CSCO | Cisco Systems Inc | 0% | -2.69% | Trim |
| 17 | WFC | Wells Fargo & Co | 0% | -0.23% | Trim |
| 18 | OMC | Omnicom Group | 0% | +86.34% | Add |
| 19 | BMY | Bristol-myers Squibb Co | 0% | +0.54% | Add |
| 20 | AMGN | Amgen Inc | 0% | +1.65% | Add |
| 21 | WDC | Western Digital CORP | 0% | -6.30% | Trim |
| 22 | FDX | Fedex CORP | 0% | +2.80% | Add |
| 23 | WBD | Warner Bros Discovery Inc | 0% | -4.14% | Trim |
| 24 | FCX | Freeport-mcmoran Inc | 0% | -0.19% | Trim |
| 25 | TMO | Thermo Fisher Scientific Inc | 0% | -0.85% | Trim |
| 26 | NEM | Newmont CORP | 0% | +0.36% | Add |
| 27 | VST | Vistra CORP | 0% | -4.36% | Trim |
| 28 | CHTR | Charter Communications Inc-a | 0% | -5.40% | Trim |
| 29 | AL | Air Lease CORP | 0% | -42.60% | Trim |
| 30 | URI | United Rentals Inc | 0% | -4.62% | Trim |
| 31 | ABBV | Abbvie Inc | 0% | -7.06% | Trim |
| 32 | NVDA | Nvidia CORP | 0% | +0.99% | Add |
| 33 | VZ | Verizon Communications Inc | 0% | -4.83% | Trim |
| 34 | T | At&t Inc | -0.1% | -2.70% | Trim |
| 35 | FISV | Fiserv Inc | -0.1% | -6.22% | Trim |
| 36 | LIN | Linde plc | -0.1% | -5.38% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -10.96% | Trim |
| 38 | NFLX | Netflix Inc | -0.1% | +1027.51% | Add |
| 39 | APP | Applovin Corp-class A | -0.1% | -16.69% | Trim |
| 40 | HD | Home Depot Inc | -0.1% | +1.75% | Add |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +7.54% | Add |
| 42 | ORCL | Oracle CORP | -0.2% | +0.24% | Add |
| 43 | MSFT | Microsoft CORP | -0.2% | +2.37% | Add |
| 44 | 07WA | Mr Cooper Group Inc | — | EXIT | Sold out |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | UL | Unilever PLC | — | EXIT | Sold out |
| 47 | CWK | Cushman & Wakefield Limited | — | NEW | New buy |
| 48 | CWK | Cushman & Wakefield Limited | — | EXIT | Sold out |
| 49 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 50 | 2655957D | Premier Inc-class A | — | 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 3240 disclosed positions in Q4 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 10.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $286.6M
Top Position Liquidated / Trimmed
07WA
前期市值: $429.9M
During Q4 2025, Dimensional Fund Advisors LP's top holdings by market value included NVDA (3.7%)、AAPL (3.3%)、MSFT (2.7%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q4 2025, Dimensional Fund Advisors LP made 50 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 24 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.