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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 2025 · Filed 2025-08-12
Market Value
$427.8B
+7.4%
Holdings
3,241
-12
New Purchases
53
Added To
1,579
Closed
86
Reduced
1,419
Top 10 Concentration
16.7%
Turnover
4.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.45% 2.62% +0.83% $14.8B
MSFT 2.96% 2.40% +0.56% $12.6B
META 1.58% 1.31% +0.26% $6.7B
AVGO 0.68% 0.43% +0.25% $2.9B
GOOGL 0.84% 0.70% +0.14% $3.6B
ORCL 0.43% 0.29% +0.14% $1.8B
GOOG 0.71% 0.58% +0.12% $3.0B
COF 0.23% 0.12% +0.12% $993M
AMZN 1.53% 1.43% +0.10% $6.5B
NFLX 0.33% 0.24% +0.09% $1.4B
B 0.09% 0.00% +0.09% $381M
JPM 1.31% 1.24% +0.07% $5.6B
VST 0.17% 0.12% +0.05% $729M
MU 0.19% 0.15% +0.05% $833M
RCL 0.14% 0.09% +0.05% $594M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.74% 3.15% -0.41% $11.7B
UNH 0.40% 0.68% -0.28% $1.7B
XOM 0.81% 0.99% -0.18% $3.5B
BRK-B 0.81% 0.98% -0.17% $3.5B
DFS 0.00% 0.13% -0.13% $0
CVX 0.39% 0.52% -0.12% $1.7B
LLY 0.67% 0.79% -0.11% $2.9B
X 0.00% 0.11% -0.11% $0
ABBV 0.41% 0.49% -0.08% $1.8B
COP 0.24% 0.32% -0.08% $1.0B
TMUS 0.21% 0.27% -0.06% $907M
VZ 0.34% 0.40% -0.06% $1.5B
TMO 0.16% 0.22% -0.06% $686M
V 0.69% 0.74% -0.06% $3.0B
DE 0.25% 0.30% -0.05% $1.1B

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 67 $134.1B 31.3%
Large Cap 795 $180.6B 42.2%
Mid Cap 916 $87.8B 20.5%
Small Cap 918 $23.6B 5.5%
Micro Cap 545 $1.7B 0.4%

Portfolio Analytics

Avg Market Cap
$29.3B
Median Market Cap
$2.7B
Avg P/E
32.2
Median P/E
19.5
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
3,239
# ETFs / Funds
2

Top Holdings (3,241 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.45% 93,489,826 $14.8B $158.00 $4.3B -2,982,428 -3.1%
2 MSFT 2.96% 25,430,343 $12.6B $497.41 $3.1B -37,133 -0.1%
3 AAPL 2.74% 57,085,609 $11.7B $205.15 -$822M +656,125 +1.2%
4 META 1.58% 9,132,028 $6.7B $738.15 $1.5B +46,641 +0.5%
5 AMZN 1.53% 29,804,053 $6.5B $219.45 $849M -112,959 -0.4%
6 JPM 1.31% 19,280,322 $5.6B $289.90 $660M -818,451 -4.1%
7 GOOGL 0.84% 20,276,283 $3.6B $176.26 $794M +2,298,905 +12.8%
8 XOM 0.81% 32,228,609 $3.5B $107.82 -$464M -894,908 -2.7%
9 BRK-B 0.81% 7,121,422 $3.5B $485.78 -$443M -206,223 -2.8%
10 GOOG 0.71% 17,044,392 $3.0B $177.42 $702M +2,181,743 +14.7%
11 V 0.69% 8,310,123 $3.0B $355.02 -$18M -160,961 -1.9%
12 AVGO 0.68% 10,556,885 $2.9B $275.64 $1.2B +315,506 +3.1%
13 LLY 0.67% 3,690,264 $2.9B $779.51 -$259M -106,021 -2.8%
14 JNJ 0.66% 18,582,253 $2.8B $152.75 $35M +1,679,148 +9.9%
15 MA 0.53% 4,004,524 $2.3B $561.89 -$30M -156,296 -3.8%
16 CSCO 0.46% 28,552,123 $2.0B $69.38 $172M -755,653 -2.6%
17 HD 0.43% 5,028,977 $1.8B $366.66 $10M +24,193 +0.5%
18 COST 0.43% 1,858,768 $1.8B $989.93 -$49M -139,095 -7.0%
19 PG 0.43% 11,479,746 $1.8B $159.32 $55M +1,069,881 +10.3%
20 ORCL 0.43% 8,321,059 $1.8B $218.61 $665M +67,649 +0.8%
21 ABBV 0.41% 9,496,764 $1.8B $185.61 -$209M +83,731 +0.9%
22 UNH 0.40% 5,517,441 $1.7B $311.96 -$1.0B +320,014 +6.2%
23 SHEL 0.40% 24,165,943 $1.7B $70.41 -$4M +893,030 +3.8%
24 CVX 0.39% 11,760,280 $1.7B $143.19 -$371M -521,703 -4.2%
25 T 0.38% 56,521,164 $1.6B $28.93 $127M +3,181,788 +6.0%
26 WFC 0.37% 20,012,246 $1.6B $80.13 $132M -485,183 -2.4%
27 WMT 0.35% 15,399,661 $1.5B $97.78 $119M -395,519 -2.5%
28 IBM 0.35% 5,029,376 $1.5B $294.74 $212M -79,079 -1.6%
29 VZ 0.34% 34,083,345 $1.5B $43.26 -$128M -1,236,412 -3.5%
30 TSLA 0.34% 4,633,479 $1.5B $317.70 $240M -122,423 -2.6%
31 AMT 0.34% 6,586,951 $1.5B $221.01 $34M +52,089 +0.8%
32 BAC 0.33% 30,008,448 $1.4B $47.32 $87M -1,948,251 -6.1%
33 NFLX 0.33% 1,053,024 $1.4B $1,338.99 $455M +29,418 +2.9%
34 GS 0.31% 1,903,389 $1.3B $707.75 $265M -77,087 -3.9%
35 PLD 0.31% 12,745,319 $1.3B $105.12 -$83M +18,646 +0.1%
36 LIN 0.29% 2,623,864 $1.2B $469.15 $120M +236,767 +9.9%
37 KO 0.29% 17,275,054 $1.2B $70.75 -$34M -266,390 -1.5%
38 ABT 0.28% 8,850,834 $1.2B $136.00 $1M -216,144 -2.4%
39 CAT 0.27% 2,968,396 $1.2B $388.20 $134M -119,377 -3.9%
40 MS 0.26% 8,023,833 $1.1B $140.86 $193M -13,508 -0.2%
41 CMCSA 0.26% 31,649,732 $1.1B $35.69 -$110M -1,951,647 -5.8%
42 GILD 0.26% 10,124,537 $1.1B $110.87 -$54M -375,920 -3.6%
43 CRM 0.26% 4,084,120 $1.1B $272.70 -$9M -98,302 -2.4%
44 WELL 0.26% 7,197,606 $1.1B $153.73 -$4M -50,876 -0.7%
45 NVS 0.26% 9,060,895 $1.1B $121.00 $137M +454,171 +5.3%
46 RTX 0.26% 7,494,783 $1.1B $146.01 $73M -218,348 -2.8%
47 PEP 0.25% 8,160,653 $1.1B $132.04 -$108M +253,194 +3.2%
48 EQIX 0.25% 1,343,496 $1.1B $795.45 -$19M +9,861 +0.7%
49 DE 0.25% 2,082,707 $1.1B $508.55 -$135M -462,048 -18.2%
50 COP 0.24% 11,330,673 $1.0B $89.75 -$238M -624,792 -5.2%
51 COF 0.23% 4,666,224 $993M $212.75 $532M +2,092,946 +81.3%
52 AXP 0.23% 3,028,765 $966M $318.97 $126M -92,407 -3.0%
53 DIS 0.23% 7,771,903 $964M $124.02 $204M +76,853 +1.0%
54 KR 0.22% 13,374,159 $959M $71.73 -$9M -925,739 -6.5%
55 TRV 0.21% 3,431,620 $918M $267.51 $18M +28,081 +0.8%
56 TMUS 0.21% 3,805,800 $907M $238.23 -$169M -226,756 -5.6%
57 AMGN 0.20% 3,023,926 $844M $279.20 -$97M +3,381 +0.1%
58 PFE 0.20% 34,756,414 $842M $24.24 $99M +5,430,166 +18.5%
59 MRK 0.20% 10,623,142 $841M $79.16 -$139M -291,085 -2.7%
60 MU 0.19% 6,754,273 $833M $123.27 $242M -45,779 -0.7%
61 UNP 0.19% 3,591,722 $826M $230.10 -$5M +69,973 +2.0%
62 DLR 0.19% 4,681,286 $816M $174.32 $141M -32,759 -0.7%
63 TSM 0.19% 3,573,069 $809M $226.49 $217M +2,712 +0.1%
64 AMD 0.18% 5,499,149 $780M $141.92 $196M -185,869 -3.3%
65 TJX 0.18% 6,286,279 $776M $123.49 -$23M -276,848 -4.2%
66 GM 0.18% 15,511,865 $763M $49.22 $87M +1,128,786 +7.8%
67 ASML 0.18% 952,156 $763M $801.37 $163M +46,448 +5.1%
68 QCOM 0.18% 4,788,175 $763M $159.26 $45M +118,860 +2.5%
69 BMY 0.18% 16,270,054 $753M $46.29 -$62M +2,898,429 +21.7%
70 C 0.18% 8,833,767 $752M $85.12 $118M -100,151 -1.1%
71 CI 0.18% 2,265,579 $749M $330.54 -$48M -157,385 -6.5%
72 CSX 0.17% 22,581,526 $737M $32.63 $185M +3,839,095 +20.5%
73 ADP 0.17% 2,389,347 $737M $308.37 -$19M -85,307 -3.5%
74 SPG 0.17% 4,574,795 $735M $160.76 -$16M +48,386 +1.1%
75 ADBE 0.17% 1,893,730 $733M $386.89 $25M +49,249 +2.7%
76 VST 0.17% 3,760,044 $729M $193.83 $237M -430,418 -10.3%
77 HON 0.17% 3,078,746 $717M $232.85 $60M -21,599 -0.7%
78 O 0.16% 12,237,569 $705M $57.61 $3M +129,008 +1.1%
79 URI 0.16% 921,539 $694M $753.43 $126M +15,065 +1.7%
80 TMO 0.16% 1,692,434 $686M $405.49 -$174M -37,248 -2.1%
81 EOG 0.16% 5,628,396 $673M $119.63 $44M +716,655 +14.6%
82 CB 0.15% 2,267,599 $657M $289.68 -$43M -50,679 -2.2%
83 ACN 0.15% 2,197,178 $657M $298.88 -$32M -9,841 -0.5%
84 KLAC 0.15% 730,904 $655M $895.74 $132M -38,202 -5.0%
85 ANTM 0.15% 1,677,639 $652M $388.89 -$128M -117,313 -6.5%
86 TXN 0.15% 3,136,159 $651M $207.62 $96M +49,007 +1.6%
87 HSBC 0.15% 10,390,571 $632M $60.79 $35M +4,343 +0.0%
88 MDT 0.15% 7,225,672 $630M $87.16 -$18M +16,377 +0.2%
89 ADI 0.15% 2,645,172 $630M $238.03 $90M -31,300 -1.2%
90 PSA 0.15% 2,144,216 $629M $293.41 -$10M +9,723 +0.5%
91 LRCX 0.14% 6,368,143 $620M $97.34 $147M -130,842 -2.0%
92 CCI 0.14% 6,008,019 $617M $102.72 -$7M +15,617 +0.3%
93 MPC 0.14% 3,698,129 $614M $166.14 $5M -486,901 -11.6%
94 APP 0.14% 1,753,247 $614M $349.93 $153M +14,099 +0.8%
95 GE 0.14% 2,365,180 $609M $257.37 $122M -67,252 -2.8%
96 LMT 0.14% 1,307,659 $606M $463.14 $25M +8,567 +0.7%
97 HIG 0.14% 4,715,563 $598M $126.85 -$43M -463,628 -8.9%
98 RCL 0.14% 1,898,222 $594M $313.12 $220M +76,767 +4.2%
99 NEM 0.14% 10,184,859 $593M $58.24 $170M +1,412,382 +16.1%
100 PM 0.14% 3,233,938 $589M $182.12 $77M +10,939 +0.3%

New Positions

SymbolValue% Port
B $381M 0.09%
RKLB $54M 0.01%
RAL $47M 0.01%
OR $17M —%
CMDB $13M —%
DEA $12M —%
RSI $8M —%
VRDN $7M —%
TPG $7M —%
VKTX $6M —%
ARWR $6M —%
HUT.TO $6M —%
HROW $5M —%
BTBT $3M —%
CLDX $3M —%

Sold Out Positions

SymbolValue% Port
ARLO —%
BW —%
ZIP —%
CIB —%
CTEV —%
PGEN —%
EEX —%
IPSC —%
SBLK —%
IRIX —%
DYN —%
HOWL —%
ANAB —%
BEEM —%
CCOI —%
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