DF

Dimensional Fund Advisors LP

Diversified strategyMomentum followerLong-term holder

Total reported value

$481.4B

Reporting period: 2026-03-31 · Number of holdings: 13635

DIMENSIONAL FUND ADVISORS LP disclosed 13635 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $481.4B and a quarterly turnover rate of 15.2%.

Personality snowflake

Concentration
1.87
Portfolio Stability
15.21
Momentum/Contrarian
84.38
Sector conviction
37.95
Diversification
100
Sizing Uniformity
62.51

Recent moves

  • Trim MSFT

    +10.5%　-$2.0B

  • Add XOM

    +5.7%　$1.6B

  • Trim NVDA

    +0.6%　-$1.0B

  • Trim AAPL

    +1.7%　-$794.2M

  • Trim GOOGL

    -4.3%　-$722.4M

  • Add AMZN

    +23.0%　$803.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 3215 holdings (of 13635 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech3.42%-0.26%+0.59%
2AAPLApple INCStock-Tech3.09%-0.19%+1.70%
3MSFTMicrosoft CORPStock-Tech2.25%-0.44%+10.49%
4AMZNAmazon.com INCStock-Consumer Disc1.69%+0.15%+23.03%
5METAMeta Platforms Inc-class AStock-Comm Services1.24%-0.15%+4.04%
6JPMJpmorgan Chase & CoStock-Financials1.16%-0.08%+3.31%
7GOOGLAlphabet Inc-cl AStock-Comm Services1.09%-0.16%-4.28%
8XOMExxon Mobil CORPStock-Energy1.00%+0.32%+5.74%
9GOOGAlphabet Inc-cl CStock-Comm Services0.88%-0.10%-1.16%
10AVGOBroadcom INCStock-Tech0.82%—+9.59%
11JNJJohnson & JohnsonStock-Healthcare0.80%+0.05%-8.24%
12LLYEli Lilly & CoStock-Healthcare0.74%-0.11%+3.30%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other0.73%—+3.22%
14CVXChevron CORPStock-Energy0.57%+0.10%-9.14%
15VVisa Inc-class A SharesStock-Financials0.56%-0.07%+3.71%
16MUMicron Technology INCStock-Tech0.49%+0.08%+1.26%
17SHELShell Plc-adrStock-Energy0.48%+0.11%+4.22%
18CSCOCisco Systems INCStock-Tech0.45%—-1.57%
19MAMastercard INC - AStock-Financials0.44%-0.06%+1.02%
20WMTWalmart INCStock-Consumer Staples0.42%+0.06%+3.33%
21CATCaterpillar INCStock-Industrials0.40%+0.07%-0.95%
22TSLATesla INCStock-Consumer Disc0.40%-0.06%+5.56%
23MRKMerck & Co. INC.Stock-Healthcare0.39%+0.11%+23.79%
24HDHome Depot INCStock-Consumer Disc0.36%—+1.70%
25PGProcter & Gamble Co/theStock-Consumer Staples0.35%—+2.61%
26COSTCostco Wholesale CORPStock-Consumer Staples0.35%+0.05%+0.63%
27WELLWelltower INCStock-Real Estate0.34%—+0.70%
28VZVerizon Communications INCStock-Comm Services0.34%+0.08%+6.41%
29ABBVAbbvie INCStock-Healthcare0.33%-0.07%-10.49%
30GSGoldman Sachs Group INCStock-Financials0.32%—+0.53%
31PLDPrologis INCStock-Real Estate0.32%—+0.97%
32BACBank Of America CORPStock-Financials0.32%—+1.84%
33RTXRtx CORPStock-Industrials0.31%—+1.27%
34WFCWells Fargo & CoStock-Financials0.31%-0.08%-7.28%
35COPConocophillipsStock-Energy0.30%+0.08%+0.68%
36NFLXNetflix INCStock-Comm Services0.30%—-5.44%
37TAt&t INCStock-Comm Services0.30%—+0.11%
38KOCoca-cola Co/theStock-Consumer Staples0.30%—+1.27%
39ASMLASML Holding N.V.Stock-Tech0.28%+0.05%+1.85%
40LINLinde plcStock-Materials0.28%—+2.39%
41UNHUnitedhealth Group INCStock-Healthcare0.28%-0.08%-5.05%
42LRCXLam Research CORPStock-Tech0.28%+0.06%+2.49%
43ORCLOracle CORPStock-Tech0.26%-0.09%+1.74%
44PEPPepsico INCStock-Consumer Staples0.26%—+1.39%
45IBMIntl Business Machines CORPStock-Tech0.26%-0.05%+2.00%
46NVSNovartis Ag-sponsored AdrStock-Healthcare0.26%—-4.86%
47MSMorgan StanleyStock-Financials0.25%—+0.92%
48EQIXEquinix INCStock-Real Estate0.25%+0.05%-1.18%
49AMGNAmgen INCStock-Healthcare0.24%—+2.27%
50BMYBristol-myers Squibb CoStock-Healthcare0.24%—+2.85%
1–50 of 3,215

Holding changes this quarter

Dimensional Fund Advisors LP's most significant position changes for 2026-03-31: Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Comerica INC (CMA); New buy: Pinnacle Financial Partners (PNFP); Sold out: Cadence Bank (CADE); Sold out: Pinnacle Financial Partners, Inc. (PNFP).

Position changes disclosed by Dimensional Fund Advisors LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.3%+5.74%Add
2AMZNAmazon.com INC+0.2%+23.03%Add
3SHELShell Plc-adr+0.1%+4.22%Add
4MRKMerck & Co. INC.+0.1%+23.79%Add
5CVXChevron CORP+0.1%-9.14%Trim
6COPConocophillips+0.1%+0.68%Add
7VZVerizon Communications INC+0.1%+6.41%Add
8MUMicron Technology INC+0.1%+1.26%Add
9CATCaterpillar INC+0.1%-0.95%Trim
10SNDKSandisk CORP+0.1%-8.51%Trim
11APAApa CORP+0.1%+6.89%Add
12LRCXLam Research CORP+0.1%+2.49%Add
13SUSuncor Energy INC+0.1%+3.37%Add
14WMTWalmart INC+0.1%+3.33%Add
15JNJJohnson & Johnson+0.1%-8.24%Trim
16ASMLASML Holding N.V.+0.1%+1.85%Add
17BPBp Plc-spons Adr+0.1%+8.62%Add
18EQIXEquinix INC+0.1%-1.18%Trim
19CFCf Industries Holdings INC+0.1%+3.40%Add
20EOGEog Resources INC+0.1%+0.93%Add
21COSTCostco Wholesale CORP+0.1%+0.63%Add
22PRPermian Resources Corp-cl A+0.1%-1.00%Trim
23AMATApplied Materials INC0%-1.96%Trim
24IBMIntl Business Machines CORP-0.1%+2.00%Add
25ABTAbbott Laboratories-0.1%-2.04%Trim
26COFCapital One Financial CORP-0.1%+0.20%Add
27TSLATesla INC-0.1%+5.56%Add
28MAMastercard INC - A-0.1%+1.02%Add
29CRMSalesforce INC-0.1%-1.32%Trim
30VVisa Inc-class A Shares-0.1%+3.71%Add
31ABBVAbbvie INC-0.1%-10.49%Trim
32WFCWells Fargo & Co-0.1%-7.28%Trim
33UNHUnitedhealth Group INC-0.1%-5.05%Trim
34JPMJpmorgan Chase & Co-0.1%+3.31%Add
35QCOMQualcomm INC-0.1%-8.73%Trim
36ORCLOracle CORP-0.1%+1.74%Add
37APPApplovin Corp-class A-0.1%-10.89%Trim
38GOOGAlphabet Inc-cl C-0.1%-1.16%Trim
39LLYEli Lilly & Co-0.1%+3.30%Add
40METAMeta Platforms Inc-class A-0.2%+4.04%Add
41GOOGLAlphabet Inc-cl A-0.2%-4.28%Trim
42AAPLApple INC-0.2%+1.70%Add
43NVDANvidia CORP-0.3%+0.59%Add
44MSFTMicrosoft CORP-0.4%+10.49%Add
45AZNNAstrazeneca Plc-spons Adr—EXITSold out
46CMAComerica INC—EXITSold out
47PNFPPinnacle Financial Partners—NEWNew buy
48CADECadence Bank—EXITSold out
49PNFPPinnacle Financial Partners, Inc.—EXITSold out
50SYU1Synovus Financial CORP—EXITSold out

FAQ

What is Dimensional Fund Advisors LP and what type of investor is it?
Dimensional Fund Advisors LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $481.4B, spread across 13635 disclosed positions.
What are Dimensional Fund Advisors LP's largest equity positions?
Based on the latest 13F filing, Dimensional Fund Advisors LP's top holdings by market value are: 1. Nvidia CORP (NVDA) — $16.5B (3.4%) 2. Apple INC (AAPL) — $14.9B (3.1%) 3. Microsoft CORP (MSFT) — $10.9B (2.3%) 4. Amazon.com INC (AMZN) — $8.1B (1.7%) 5. Meta Platforms Inc-class A (META) — $6.0B (1.2%)
What changes did Dimensional Fund Advisors LP make in its most recent portfolio filing?
In the latest reported quarter, Dimensional Fund Advisors LP made 50 notable position adjustments: 1 new positions were initiated, 28 existing holdings were added to, 16 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Comerica INC (CMA); New buy: Pinnacle Financial Partners (PNFP); Sold out: Cadence Bank (CADE); Sold out: Pinnacle Financial Partners, Inc. (PNFP)
What sectors does Dimensional Fund Advisors LP focus on?
Dimensional Fund Advisors LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 22.2% • Financials: 15.9% • Industrials: 12.2% • Consumer Discretionary: 10.2% • Health Care: 9.7% • Energy: 8.2%