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Asset Manager ← All Institutions

Dimensional Fund Advisors

DIMENSIONAL FUND ADVISORS LP

6300 BEE CAVE ROAD BUILDING ONE, AUSTIN, TX 78746 • (512) 306-7400

Q2 2026 · Filed 2026-08-11
Market Value
$547.5B
+15.0%
Holdings
3,279
+16
New Purchases
107
Added To
1,926
Closed
93
Reduced
1,067
Top 10 Concentration
17.2%
Turnover
6.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.43% 0.49% +0.93% $7.8B
INTC 0.45% 0.16% +0.29% $2.5B
AMD 0.42% 0.22% +0.20% $2.3B
LRCX 0.47% 0.28% +0.19% $2.6B
KLAC 0.39% 0.22% +0.16% $2.1B
AMAT 0.36% 0.20% +0.15% $1.9B
WDC 0.29% 0.14% +0.14% $1.6B
CAT 0.53% 0.41% +0.12% $2.9B
LLY 0.88% 0.75% +0.12% $4.8B
AMZN 1.83% 1.71% +0.12% $10.0B
ASML 0.40% 0.29% +0.11% $2.2B
SNDK 0.22% 0.12% +0.11% $1.2B
AZN 0.10% 0.00% +0.10% $551M
STX 0.17% 0.07% +0.10% $910M
CCL 0.09% 0.00% +0.09% $494M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XONA.DE 0.70% 1.01% -0.31% $3.8B
MSFT 2.09% 2.28% -0.19% $11.4B
CVX 0.40% 0.58% -0.18% $2.2B
SHEL 0.36% 0.48% -0.12% $2.0B
NFLX 0.20% 0.31% -0.11% $1.1B
JNJ 0.71% 0.81% -0.10% $3.9B
T 0.21% 0.30% -0.10% $1.1B
COP 0.21% 0.31% -0.09% $1.2B
META 1.16% 1.25% -0.09% $6.4B
WMT 0.34% 0.42% -0.09% $1.8B
VZ 0.26% 0.35% -0.08% $1.4B
CTRA 0.00% 0.08% -0.08% $0
EA 0.01% 0.09% -0.08% $79M
COST 0.28% 0.35% -0.07% $1.5B
ACN 0.06% 0.13% -0.07% $323M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 20.8%
Financial Services 16.9%
Industrials 12.7%
Consumer Cyclical 10.0%
Healthcare 9.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $191.7B 35.0%
Large Cap 828 $223.1B 40.7%
Mid Cap 964 $109.2B 19.9%
Small Cap 883 $22.2B 4.0%
Micro Cap 529 $1.4B 0.3%

Portfolio Analytics

Avg Market Cap
$30.4B
Median Market Cap
$2.9B
Avg P/E
33.3
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,277
# ETFs / Funds
2

Top Holdings (3,279 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.47% 94,848,148 $19.0B $200.06 $2.5B +326,895 +0.3%
2 AAPL 3.14% 59,504,383 $17.2B $289.32 $2.4B +950,351 +1.6%
3 MSFT 2.09% 30,610,857 $11.4B $372.99 $565M +1,287,113 +4.4%
4 AMZN 1.83% 42,004,016 $10.0B $238.36 $1.9B +2,974,032 +7.6%
5 MU 1.43% 6,768,971 $7.8B $1,154.23 $5.5B -198,094 -2.8%
6 GOOGL 1.16% 17,814,596 $6.4B $357.36 $1.1B -466,680 -2.5%
7 META 1.16% 11,289,886 $6.4B $563.30 $395M +860,074 +8.2%
8 JPM 1.16% 19,418,112 $6.4B $327.35 $778M +449,228 +2.4%
9 GOOG 0.91% 14,110,119 $5.0B $353.33 $768M -596,944 -4.1%
10 AVGO 0.90% 13,083,654 $4.9B $377.73 $1.0B +361,022 +2.8%
11 LLY 0.88% 4,003,417 $4.8B $1,199.58 $1.2B +107,492 +2.8%
12 JNJ 0.71% 15,385,556 $3.9B $254.00 $38M -446,958 -2.8%
13 XONA.DE 0.70% 27,883,032 $3.8B $136.71 -$1.0B -481,282 -1.7%
14 BRK-B 0.68% 7,475,812 $3.7B $500.36 $228M +145,087 +2.0%
15 V 0.57% 9,052,248 $3.1B $343.08 $433M +209,406 +2.4%
16 CSCO 0.54% 25,077,384 $2.9B $117.46 $803M -2,537,865 -9.2%
17 CAT 0.53% 2,742,185 $2.9B $1,064.76 $975M -3,888 -0.1%
18 LRCX 0.47% 5,956,458 $2.6B $433.14 $1.2B -356,158 -5.6%
19 INTC 0.45% 17,669,851 $2.5B $139.53 $1.7B +519,520 +3.0%
20 AMD 0.42% 3,937,191 $2.3B $580.82 $1.2B -1,205,325 -23.4%
21 MRK 0.41% 17,486,486 $2.2B $128.50 $388M +2,030,447 +13.1%
22 MA 0.40% 4,265,521 $2.2B $513.59 $79M +40,162 +0.9%
23 ASML 0.40% 1,096,493 $2.2B $1,989.08 $816M +62,910 +6.1%
24 CVX 0.40% 13,144,673 $2.2B $165.77 -$584M -208,914 -1.6%
25 TSLA 0.39% 5,114,395 $2.2B $420.57 $238M -31,265 -0.6%
26 KLAC 0.39% 7,008,040 $2.1B $301.62 $1.1B +6,291,902 +878.6%
27 PG 0.36% 13,581,771 $2.0B $146.65 $288M +1,783,855 +15.1%
28 SHEL 0.36% 25,363,810 $2.0B $77.54 -$330M +673,710 +2.7%
29 UNH 0.36% 4,682,496 $1.9B $415.67 $594M -317,567 -6.3%
30 AMAT 0.36% 2,691,332 $1.9B $722.96 $971M -161,315 -5.7%
31 HD 0.35% 5,470,070 $1.9B $352.67 $214M +253,408 +4.9%
32 WELL 0.35% 8,479,319 $1.9B $226.97 $275M +134,297 +1.6%
33 GS 0.35% 1,872,835 $1.9B $1,011.38 $337M +32,160 +1.8%
34 WMT 0.34% 16,194,461 $1.8B $113.27 -$169M +72,067 +0.5%
35 ABBV 0.33% 7,236,861 $1.8B $251.65 $209M -174,377 -2.4%
36 BAC 0.33% 31,531,185 $1.8B $56.98 $279M +396,073 +1.3%
37 IBM 0.29% 5,584,047 $1.6B $281.19 $325M +446,759 +8.7%
38 WDC 0.29% 2,448,137 $1.6B $638.87 $887M -55,184 -2.2%
39 PLD 0.29% 11,540,071 $1.6B $135.48 $35M -25,382 -0.2%
40 COST 0.28% 1,654,851 $1.5B $935.54 -$131M -29,856 -1.8%
41 WFC 0.28% 18,695,330 $1.5B $82.65 $75M +221,105 +1.2%
42 KO 0.28% 18,606,171 $1.5B $81.28 $81M -216,124 -1.1%
43 RTX 0.27% 7,882,549 $1.5B $189.72 $20M +233,437 +3.0%
44 TSM 0.27% 3,107,543 $1.5B $477.57 $432M -4,703 -0.1%
45 MS 0.27% 7,023,920 $1.5B $209.04 $278M -211,836 -2.9%
46 GE 0.27% 3,923,619 $1.5B $373.73 $584M +813,206 +26.1%
47 LIN 0.27% 2,809,274 $1.5B $518.89 $99M +68,733 +2.5%
48 VZ 0.26% 33,633,551 $1.4B $42.36 -$219M +898,553 +2.7%
49 TXN 0.24% 4,391,755 $1.3B $298.00 $551M +489,864 +12.6%
50 ORCL 0.24% 8,911,911 $1.3B $146.57 $43M +325,419 +3.8%
51 NVS 0.23% 8,117,586 $1.3B $156.73 $34M +7,470 +0.1%
52 EQIX 0.23% 1,219,466 $1.3B $1,042.52 $91M +14,996 +1.2%
53 DE 0.23% 1,967,598 $1.2B $634.27 $152M +21,778 +1.1%
54 AMGN 0.23% 3,413,981 $1.2B $362.12 $74M +109,637 +3.3%
55 QCOM 0.23% 6,668,028 $1.2B $184.81 $355M -143,573 -2.1%
56 SNDK 0.22% 539,130 $1.2B $2,270.27 $667M -337,780 -38.5%
57 TRV 0.21% 3,555,980 $1.2B $330.14 $158M +71,304 +2.0%
58 COP 0.21% 11,230,854 $1.2B $103.96 -$290M +186,365 +1.7%
59 T 0.21% 55,307,086 $1.1B $20.71 -$306M +5,250,818 +10.5%
60 BMY 0.21% 19,691,951 $1.1B $57.63 -$3M +929,362 +5.0%
61 PEP 0.21% 8,295,152 $1.1B $135.42 -$126M +253,492 +3.1%
62 C 0.20% 7,976,653 $1.1B $139.97 $218M +52,994 +0.7%
63 GM 0.20% 14,096,812 $1.1B $77.08 $27M -128,706 -0.9%
64 NFLX 0.20% 15,188,196 $1.1B $71.42 -$371M +45,674 +0.3%
65 CSX 0.19% 22,301,185 $1.1B $47.53 $79M -1,612,172 -6.7%
66 URI 0.19% 907,599 $1.0B $1,132.84 $379M +15,849 +1.8%
67 SPG 0.19% 4,552,481 $1.0B $223.66 $159M -54,000 -1.2%
68 UNP 0.19% 3,738,413 $1.0B $272.01 $122M +49,773 +1.4%
69 GILD 0.18% 7,899,794 $998M $126.34 -$78M +176,865 +2.3%
70 TJX 0.18% 6,456,827 $978M $151.50 -$40M +81,381 +1.3%
71 AXP 0.18% 2,853,697 $965M $338.28 $145M +142,095 +5.2%
72 AMT 0.18% 5,875,655 $961M $163.58 -$42M +64,614 +1.1%
73 ADI 0.17% 2,405,850 $955M $397.14 $215M +75,986 +3.3%
74 TD 0.17% 7,764,118 $943M $121.43 $237M +198,136 +2.6%
75 HSBC 0.17% 9,812,755 $933M $95.09 $110M -159,466 -1.6%
76 NEM 0.17% 9,826,386 $918M $93.41 -$95M +466,862 +5.0%
77 PFE 0.17% 38,060,345 $917M $24.08 -$106M +1,637,546 +4.5%
78 STX 0.17% 942,529 $910M $965.04 $582M +106,511 +12.7%
79 APH 0.17% 5,136,379 $905M $176.26 $359M +809,297 +18.7%
80 GLW 0.16% 3,535,533 $903M $255.47 $326M -709,091 -16.7%
81 DAL 0.16% 9,604,863 $900M $93.66 $232M -434,251 -4.3%
82 CMI 0.16% 1,240,206 $884M $713.05 $133M -157,396 -11.3%
83 DLR 0.16% 4,905,453 $881M $179.61 $7M +55,037 +1.1%
84 TMO 0.16% 1,712,845 $859M $501.40 $28M +23,055 +1.4%
85 O 0.15% 13,479,666 $835M $61.96 $39M +461,447 +3.5%
86 FDX 0.15% 2,620,719 $821M $313.24 -$116M -9,950 -0.4%
87 MRVL 0.15% 2,751,646 $820M $297.86 $446M -1,027,377 -27.2%
88 FCX 0.15% 12,910,689 $812M $62.88 $41M -205,829 -1.6%
89 VRT 0.15% 2,423,954 $811M $334.56 $204M +2,146 +0.1%
90 BNY 0.14% 5,469,148 $791M $144.60 $159M +145,118 +2.7%
91 BWA 0.14% 11,796,622 $783M $66.40 $136M -129,700 -1.1%
92 MPC 0.14% 3,056,082 $781M $255.70 $27M -31,900 -1.0%
93 EOG 0.14% 6,010,495 $780M $129.75 -$68M +145,422 +2.5%
94 ABT 0.14% 8,504,623 $772M $90.75 -$137M -348,174 -3.9%
95 TGT 0.14% 5,858,942 $765M $130.63 $109M +445,102 +8.2%
96 CVS 0.14% 7,381,983 $764M $103.45 $247M +184,519 +2.6%
97 SLB 0.14% 16,377,126 $761M $46.49 -$56M +475,128 +3.0%
98 CB 0.14% 2,194,103 $748M $340.77 $46M +41,123 +1.9%
99 HPE 0.14% 16,531,624 $746M $45.11 $320M -1,371,087 -7.7%
100 COF 0.14% 3,703,679 $743M $200.65 $69M +7,704 +0.2%

New Positions

SymbolValue% Port
AZN $551M 0.10%
CCL $494M 0.09%
HONIV $392M 0.07%
HONAV $387M 0.07%
UBS $243M 0.04%
DB $209M 0.04%
FDXF $197M 0.04%
DD $181M 0.03%
ALC $150M 0.03%
LOGI $92M 0.02%
TOTB.DE $39M 0.01%
TSEM $37M 0.01%
DK $32M 0.01%
KEEL $31M 0.01%
MICC $30M 0.01%

Sold Out Positions

SymbolValue% Port
DQ —%
FUBO —%
CMCM —%
AIV —%
TU —%
BLSH —%
NRGV —%
BKSY —%
BEKE —%
SKIL —%
AAUC —%
CTEV —%
CSAN —%
ABVC —%
ACHV —%
View SEC EDGAR Filings for Dimensional Fund Advisors →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms