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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

Q4 2025 · Filed 2026-02-12
Market Value
$471.0B
+2.2%
Holdings
3,213
-18
New Purchases
62
Added To
1,533
Closed
98
Reduced
1,466
Top 10 Concentration
18.0%
Turnover
5.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 0.86% 0.62% +0.24% $4.1B
GOOGL 1.27% 1.09% +0.18% $6.0B
MU 0.42% 0.25% +0.17% $2.0B
AAPL 3.32% 3.17% +0.16% $15.7B
AMZN 1.55% 1.43% +0.12% $7.3B
MRK 0.28% 0.20% +0.08% $1.3B
GOOG 0.99% 0.91% +0.08% $4.7B
AA 0.13% 0.08% +0.05% $615M
GM 0.24% 0.20% +0.04% $1.2B
LRCX 0.22% 0.18% +0.04% $1.1B
WELL 0.33% 0.29% +0.04% $1.5B
AVGO 0.85% 0.81% +0.04% $4.0B
CAT 0.34% 0.30% +0.04% $1.6B
OMC 0.08% 0.05% +0.04% $389M
QCOM 0.27% 0.24% +0.03% $1.3B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.73% 2.91% -0.19% $12.8B
ORCL 0.35% 0.51% -0.16% $1.6B
COOP 0.00% 0.09% -0.09% $0
META 1.41% 1.49% -0.08% $6.6B
HD 0.37% 0.44% -0.07% $1.8B
APP 0.21% 0.28% -0.07% $1.0B
UL 0.00% 0.06% -0.06% $0
XOM 0.69% 0.74% -0.05% $3.2B
T 0.26% 0.31% -0.05% $1.2B
NFLX 0.32% 0.37% -0.05% $1.5B
LIN 0.24% 0.29% -0.05% $1.1B
FI 0.04% 0.09% -0.05% $198M
ABBV 0.40% 0.45% -0.05% $1.9B
NVDA 3.72% 3.77% -0.04% $17.5B
IPG 0.00% 0.04% -0.04% $0

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 $157.2B 33.4%
Large Cap 794 $196.0B 41.6%
Mid Cap 918 $93.5B 19.9%
Small Cap 912 $22.7B 4.8%
Micro Cap 522 $1.5B 0.3%

Portfolio Analytics

Avg Market Cap
$29.6B
Median Market Cap
$2.7B
Avg P/E
32.0
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
3,211
# ETFs / Funds
2

Top Holdings (3,213 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.72% 93,966,032 $17.5B $186.50 $168M +923,689 +1.0%
2 AAPL 3.32% 57,574,200 $15.7B $271.86 $1.1B +251,188 +0.4%
3 MSFT 2.73% 26,538,935 $12.8B $483.65 -$592M +613,776 +2.4%
4 AMZN 1.55% 31,724,424 $7.3B $230.84 $714M +1,630,567 +5.4%
5 META 1.41% 10,024,864 $6.6B $660.12 -$229M +702,836 +7.5%
6 GOOGL 1.27% 19,099,352 $6.0B $313.00 $975M -1,480,477 -7.2%
7 JPM 1.26% 18,361,596 $5.9B $322.23 $20M -331,475 -1.8%
8 GOOG 0.99% 14,880,177 $4.7B $313.80 $472M -2,354,680 -13.7%
9 LLY 0.86% 3,771,573 $4.1B $1,074.70 $1.2B +7,651 +0.2%
10 AVGO 0.85% 11,609,565 $4.0B $346.12 $268M +240,737 +2.1%
11 JNJ 0.76% 17,255,149 $3.6B $206.95 $227M -780,773 -4.3%
12 BRK-B 0.76% 7,102,314 $3.6B $502.66 $4M +7,898 +0.1%
13 XOM 0.69% 26,823,412 $3.2B $120.35 -$169M -3,302,138 -11.0%
14 V 0.63% 8,526,283 $3.0B $350.73 $117M +107,896 +1.3%
15 MA 0.51% 4,182,488 $2.4B $570.91 $49M +70,564 +1.7%
16 CVX 0.48% 14,696,701 $2.2B $152.41 -$107M -412,772 -2.7%
17 TSLA 0.47% 4,874,710 $2.2B $449.74 $18M -15,628 -0.3%
18 CSCO 0.46% 28,056,048 $2.2B $77.03 $189M -775,885 -2.7%
19 MU 0.42% 6,880,577 $2.0B $285.47 $808M -28,176 -0.4%
20 ABBV 0.40% 8,279,502 $1.9B $228.50 -$170M -628,879 -7.1%
21 WFC 0.39% 19,924,097 $1.9B $93.21 $183M -46,827 -0.2%
22 HD 0.37% 5,129,414 $1.8B $344.11 -$278M +88,130 +1.8%
23 SHEL 0.37% 23,690,755 $1.7B $73.48 -$6M -724,207 -3.0%
24 UNH 0.37% 5,266,175 $1.7B $330.12 -$120M -115,080 -2.1%
25 WMT 0.37% 15,602,359 $1.7B $111.41 $142M +114,154 +0.7%
26 BAC 0.36% 30,573,699 $1.7B $55.00 $100M -75,211 -0.2%
27 PG 0.35% 11,497,636 $1.6B $143.32 -$24M +619,934 +5.7%
28 ORCL 0.35% 8,439,444 $1.6B $194.92 -$723M +20,478 +0.2%
29 GS 0.34% 1,830,905 $1.6B $879.02 $122M -36,266 -1.9%
30 CAT 0.34% 2,772,301 $1.6B $572.90 $205M -126,367 -4.4%
31 WELL 0.33% 8,287,084 $1.5B $185.62 $219M +878,914 +11.9%
32 NFLX 0.32% 16,013,629 $1.5B $93.76 -$201M +14,593,362 +1027.5%
33 IBM 0.32% 5,036,639 $1.5B $296.25 $79M +29,420 +0.6%
34 PLD 0.31% 11,454,772 $1.5B $127.66 $93M -501,609 -4.2%
35 COST 0.31% 1,674,156 $1.4B $862.36 -$136M -32,212 -1.9%
36 RTX 0.29% 7,553,386 $1.4B $183.40 $107M -89,337 -1.2%
37 MRK 0.28% 12,486,183 $1.3B $105.27 $402M +1,608,609 +14.8%
38 KO 0.28% 18,586,510 $1.3B $69.91 $86M +283,682 +1.6%
39 QCOM 0.27% 7,463,461 $1.3B $171.06 $187M +911,034 +13.9%
40 MS 0.27% 7,170,017 $1.3B $177.54 -$24M -986,600 -12.1%
41 VZ 0.27% 30,762,364 $1.3B $40.73 -$167M -1,562,023 -4.8%
42 T 0.26% 50,001,906 $1.2B $24.84 -$209M -1,386,197 -2.7%
43 NVS 0.25% 8,524,394 $1.2B $137.88 $42M -316,292 -3.6%
44 GM 0.24% 14,148,418 $1.2B $81.33 $217M -1,165,480 -7.6%
45 LIN 0.24% 2,676,463 $1.1B $426.40 -$202M -152,037 -5.4%
46 PEP 0.24% 7,931,314 $1.1B $143.52 $22M -16,719 -0.2%
47 ABT 0.24% 9,037,035 $1.1B $125.29 -$76M +17,086 +0.2%
48 AMT 0.23% 6,283,130 $1.1B $175.57 -$120M -74,712 -1.2%
49 TSM 0.23% 3,605,351 $1.1B $303.89 $92M +13,117 +0.4%
50 GILD 0.23% 8,846,313 $1.1B $122.74 $25M -711,455 -7.4%
51 ASML 0.23% 1,014,815 $1.1B $1,069.87 $127M +23,999 +2.4%
52 CRM 0.23% 4,037,566 $1.1B $264.91 $65M -201,578 -4.8%
53 AMGN 0.22% 3,230,979 $1.1B $327.32 $161M +52,389 +1.6%
54 LRCX 0.22% 6,159,280 $1.1B $171.20 $210M -151,627 -2.4%
55 AMD 0.22% 4,851,351 $1.0B $214.16 $137M -722,857 -13.0%
56 COP 0.22% 10,970,228 $1.0B $93.61 -$31M -213,201 -1.9%
57 AXP 0.21% 2,730,957 $1.0B $369.97 $101M -5,557 -0.2%
58 APP 0.21% 1,486,012 $1.0B $674.04 -$280M -297,710 -16.7%
59 BMY 0.21% 18,242,259 $984M $53.94 $166M +98,587 +0.5%
60 TRV 0.21% 3,361,112 $975M $290.08 $59M +81,497 +2.5%
61 TJX 0.20% 6,237,455 $958M $153.62 $35M -149,128 -2.3%
62 TMO 0.20% 1,653,504 $958M $579.47 $150M -14,243 -0.8%
63 EQIX 0.20% 1,218,908 $934M $766.17 -$24M -4,120 -0.3%
64 DE 0.20% 2,002,728 $932M $465.61 -$3M -43,400 -2.1%
65 NEM 0.19% 9,174,938 $916M $99.85 $145M +32,808 +0.4%
66 C 0.19% 7,782,444 $908M $116.69 $105M -128,186 -1.6%
67 PFE 0.19% 36,129,770 $900M $24.90 -$25M -205,761 -0.6%
68 COF 0.19% 3,688,683 $894M $242.38 $89M -96,859 -2.6%
69 KLAC 0.18% 715,175 $869M $1,215.25 $64M -31,698 -4.2%
70 CMCSA 0.18% 28,954,211 $865M $29.89 -$113M -2,171,743 -7.0%
71 CSX 0.18% 23,852,474 $865M $36.25 $14M -97,472 -0.4%
72 UNP 0.18% 3,684,132 $852M $231.34 -$21M -9,366 -0.2%
73 GE 0.18% 2,744,528 $845M $308.06 $90M +233,115 +9.3%
74 SPG 0.18% 4,500,957 $833M $185.11 -$14M -13,681 -0.3%
75 DIS 0.18% 7,267,474 $827M $113.78 -$95M -784,333 -9.7%
76 ACN 0.17% 3,040,439 $816M $268.31 $54M -50,523 -1.6%
77 HSBC 0.17% 10,362,347 $815M $78.67 $65M -213,297 -2.0%
78 CMI 0.17% 1,547,919 $790M $510.46 $141M +10,572 +0.7%
79 TMUS 0.16% 3,806,082 $773M $203.04 -$79M +247,394 +7.0%
80 KR 0.16% 12,242,401 $765M $62.48 -$52M +122,606 +1.0%
81 AMAT 0.16% 2,909,748 $748M $257.02 $75M -378,725 -11.5%
82 DLR 0.16% 4,814,566 $745M $154.71 -$61M +151,660 +3.2%
83 FDX 0.16% 2,577,706 $745M $288.88 $153M +70,141 +2.8%
84 URI 0.16% 904,526 $732M $809.36 -$173M -43,860 -4.6%
85 O 0.15% 12,863,638 $725M $56.37 -$45M +192,467 +1.5%
86 MDT 0.15% 7,403,174 $711M $96.06 $8M +23,293 +0.3%
87 DAL 0.15% 10,098,982 $701M $69.40 $114M -234,315 -2.3%
88 PLTR 0.15% 3,932,447 $699M $177.77 $594K +103,085 +2.7%
89 FCX 0.14% 13,164,217 $669M $50.79 $152M -24,487 -0.2%
90 B 0.14% 15,285,500 $666M $43.55 $88M -2,337,245 -13.3%
91 CB 0.14% 2,115,019 $660M $312.14 $37M -91,668 -4.2%
92 ADBE 0.14% 1,882,169 $659M $350.00 -$7M -4,877 -0.3%
93 TD 0.14% 6,976,666 $657M $94.20 $100M +3,497 +0.1%
94 TEL 0.14% 2,840,251 $646M $227.54 $19M -15,116 -0.5%
95 HON 0.14% 3,311,422 $646M $195.10 -$39M +58,011 +1.8%
96 ADI 0.14% 2,367,965 $642M $271.23 $64M +14,928 +0.6%
97 NSC 0.14% 2,213,431 $639M $288.73 -$16M +33,821 +1.6%
98 HIG 0.14% 4,627,011 $638M $137.81 $19M -13,856 -0.3%
99 ADP 0.13% 2,403,234 $618M $257.25 -$89M -5,649 -0.2%
100 AA 0.13% 11,580,803 $615M $53.14 $250M +462,243 +4.2%

New Positions

SymbolValue% Port
Q $132M 0.03%
SOLS $49M 0.01%
SUNC $43M 0.01%
LLYVA $13M —%
GRND $11M —%
BCRX $10M —%
ACMR $9M —%
PACS $6M —%
NBBK $6M —%
GCT $5M —%
AUGO $5M —%
BKV $5M —%
MVST $3M —%
GRDN $2M —%
DYN $2M —%

Sold Out Positions

SymbolValue% Port
EAF —%
LXP —%
HPP —%
CURV —%
ASAN —%
UL —%
ACHR —%
BAK —%
SNDA —%
TTE —%
NFE —%
KALV —%
ASRT —%
NOTV —%
ACET —%
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