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CIK: 0000354204
Total reported value
$551.8B
$551.8B
3215 檔
10.2%
According to the latest 13F quarterly dataset, Dimensional Fund Advisors LP managed an equity portfolio of $551.8B at the end of Q1 2026, spanning 3215 distinct U.S. exchange-listed positions.
In Q1 2026, Dimensional Fund Advisors LP displayed an active expansion posture, initiating 3 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.02% | +0.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.03% | +1.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.18% | +10.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.12% | +23.03% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.09% | +4.04% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.01% | +3.31% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.06% | -4.28% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.31% | +5.74% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.02% | -1.16% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.08% | +9.59% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.09% | -8.24% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.13% | +3.30% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.05% | +3.22% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.18% | -9.14% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | — | +3.71% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 0.49% | +0.93% | +1.26% | |
| 17 | SHEL | Shell Plc-adr | Stock-Energy | 0.48% | -0.12% | +4.22% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.08% | -1.57% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.04% | +1.02% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.09% | +3.33% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.13% | -0.95% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.01% | +5.56% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.02% | +23.79% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.01% | +1.70% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.01% | +2.61% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.07% | +0.63% | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 0.34% | +0.01% | +0.70% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | -0.08% | +6.41% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | — | -10.49% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.02% | +0.53% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.32% | -0.04% | +0.97% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.01% | +1.84% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.31% | -0.04% | +1.27% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | -0.03% | -7.28% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.30% | -0.09% | +0.68% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.10% | -5.44% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.09% | +0.11% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.03% | +1.27% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.28% | +0.12% | +1.85% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.28% | -0.02% | +2.39% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | +0.07% | -5.05% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.28% | +0.19% | +2.49% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.02% | +1.74% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.06% | +1.39% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | +0.02% | +2.00% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.26% | -0.03% | -4.86% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.25% | +0.02% | +0.92% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.25% | -0.02% | -1.18% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | -0.02% | +2.27% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.24% | -0.03% | +2.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +5.74% | Add |
| 2 | AMZN | Amazon.com Inc | +0.2% | +23.03% | Add |
| 3 | SHEL | Shell Plc-adr | +0.1% | +4.22% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.1% | +23.79% | Add |
| 5 | CVX | Chevron CORP | +0.1% | -9.14% | Trim |
| 6 | COP | Conocophillips | +0.1% | +0.68% | Add |
| 7 | VZ | Verizon Communications Inc | +0.1% | +6.41% | Add |
| 8 | MU | Micron Technology Inc | +0.1% | +1.26% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | -0.95% | Trim |
| 10 | SNDK | Sandisk CORP | +0.1% | -8.51% | Trim |
| 11 | APA | Apa CORP | +0.1% | +6.89% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | +2.49% | Add |
| 13 | SU | Suncor Energy Inc | +0.1% | +3.37% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +3.33% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -8.24% | Trim |
| 16 | ASML | ASML Holding N.V. | +0.1% | +1.85% | Add |
| 17 | BP | Bp Plc-spons Adr | +0.1% | +8.62% | Add |
| 18 | EQIX | Equinix Inc | +0.1% | -1.18% | Trim |
| 19 | CF | Cf Industries Holdings Inc | +0.1% | +3.40% | Add |
| 20 | EOG | Eog Resources Inc | +0.1% | +0.93% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.63% | Add |
| 22 | PR | Permian Resources Corp-cl A | +0.1% | -1.00% | Trim |
| 23 | OXY | Occidental Petroleum CORP | +0.1% | -5.55% | Trim |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | -7.77% | Trim |
| 25 | AMAT | Applied Materials Inc | 0% | -1.96% | Trim |
| 26 | LIN | Linde plc | 0% | +2.39% | Add |
| 27 | SLB | Slb LTD | 0% | +1.08% | Add |
| 28 | DAR | Darling Ingredients Inc | 0% | +0.59% | Add |
| 29 | T | At&t Inc | 0% | +0.11% | Add |
| 30 | SM | Sm Energy Co | 0% | +79.49% | Add |
| 31 | VLO | Valero Energy CORP | 0% | -3.18% | Trim |
| 32 | OVV | Ovintiv Inc | 0% | -4.64% | Trim |
| 33 | KLAC | Kla CORP | 0% | +0.13% | Add |
| 34 | VRT | Vertiv Holdings Co-a | 0% | -9.23% | Trim |
| 35 | CVE | Cenovus Energy Inc | 0% | -0.02% | Trim |
| 36 | TGT | Target CORP | 0% | +8.23% | Add |
| 37 | LNG | Cheniere Energy Inc | 0% | -5.55% | Trim |
| 38 | VAL | Valaris Limited | 0% | +3.55% | Add |
| 39 | FDX | Fedex CORP | 0% | +2.05% | Add |
| 40 | NE | Noble Corporation plc | 0% | +12.15% | Add |
| 41 | DE | Deere & Co | 0% | -2.84% | Trim |
| 42 | BKR | Baker Hughes Co | 0% | -2.93% | Trim |
| 43 | INTC | Intel CORP | 0% | +5.66% | Add |
| 44 | TXN | Texas Instruments Inc | 0% | +12.82% | Add |
| 45 | PSX | Phillips 66 | 0% | +1.53% | Add |
| 46 | MTDR | Matador Resources Co | 0% | +4.17% | Add |
| 47 | DINO | Hf Sinclair CORP | 0% | +1.13% | Add |
| 48 | BMY | Bristol-myers Squibb Co | 0% | +2.85% | Add |
| 49 | TRGP | Targa Resources CORP | 0% | -0.88% | Trim |
| 50 | RIG | Transocean Ltd. | 0% | +12.31% | 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 3215 disclosed positions in Q1 2026.
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 10.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $433.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $608.9M
During Q1 2026, Dimensional Fund Advisors LP's top holdings by market value included NVDA (3.4%)、AAPL (3.1%)、MSFT (2.3%). The largest single position, NVDA, represented 3.4% of total portfolio value.
In Q1 2026, Dimensional Fund Advisors LP made 200 total portfolio adjustments, initiating 3 new buys, adding to 116 positions, trimming 68 holdings, and fully liquidating 13 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.