Fund HoldingsDIMENSIONAL FUND ADVISORS LP

Total Portfolio Value
$481.39B
Total Bought
$46.25B
Total Sold
$27.44B
Net Transaction
+$18.81B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP028,364,314+28,364,31404,812,7901.00%+4,812,790
AMAZON COM INC(AMZN)31,724,42439,029,984+7,305,5607,323,1258,126,3381.69%+803,213
SHELL PLC(SHEL)024,690,100+24,690,10002,296,1790.48%+2,296,179
MERCK & CO INC(MRK)12,486,18315,456,039+2,969,8561,314,3961,858,9380.39%+544,541
CHEVRON CORPORATION(CVX)013,353,587+13,353,58702,763,2100.57%+2,763,210
PINNACLE FINL PARTNERS INC(PNFP)05,035,295+5,035,2950433,7120.09%+433,712
CONOCOPHILLIPS(COP)011,044,489+11,044,48901,457,9780.30%+1,457,978
CARNIVAL CORP015,904,029+15,904,0290411,3720.09%+411,372
VERIZON COMMUNICATIONS INC(VZ)032,734,998+32,734,99801,643,3390.34%+1,643,339
MICRON TECHNOLOGY INC(MU)6,880,5776,967,065+86,4881,964,1922,352,2820.49%+388,090
CATERPILLAR INC(CAT)2,772,3012,746,073-26,2281,588,2391,944,6850.40%+356,446
SANDISK CORP(SNDK)958,462876,910-81,552227,550556,6120.12%+329,061
APA CORPORATION(APA)016,376,952+16,376,9520695,0990.14%+695,099
JOHNSON & JOHNSON(JNJ)17,255,14915,832,514-1,422,6353,570,9583,869,9970.80%+299,040
LAM RESEARCH CORP(LRCX)6,159,2806,312,616+153,3361,054,4781,348,0570.28%+293,580
SUNCOR ENERGY INC NEW(SU)012,609,777+12,609,7770833,6220.17%+833,622
ASML HLDG NV
N Y REGISTRY SHS
1,014,8151,033,583+18,7681,085,7171,364,9630.28%+279,247
BP PLC(BP)017,905,444+17,905,4440841,6430.17%+841,643
WALMART INC(WMT)15,602,35916,122,394+520,0351,738,3212,003,6010.42%+265,280
EQUINIX INC(EQIX)01,204,470+1,204,47001,180,6330.25%+1,180,633
CF INDUSTRIES HOLD(CF)04,458,907+4,458,9070579,0620.12%+579,062
EOG RES INC(EOG)05,865,073+5,865,0730848,2280.18%+848,228
COSTCO WHOLESALE CORPORATION(COST)01,684,707+1,684,70701,678,6920.35%+1,678,692
APPLIED MATLS INC2,909,7482,852,647-57,101747,864974,4970.20%+226,633
PERMIAN RESOURCES CORP(PR)31,635,57231,318,472-317,100443,856667,7230.14%+223,867
LINDE PLC(LIN)02,740,541+2,740,54101,358,7120.28%+1,358,712
OCCIDENTAL PETE CORP(OXY)010,014,092+10,014,0920651,0490.14%+651,049
SLB LIMITED(SLB)15,732,53015,901,998+169,468603,831817,2460.17%+213,415
AMCOR PLC
COM NEW
05,291,963+5,291,9630210,2850.04%+210,285
DARLING INGREDIENTS INC(DAR)08,066,971+8,066,9710498,9270.10%+498,927
MARATHON PETE CORP(MPC)03,087,982+3,087,9820754,1050.16%+754,105
AT&T INC(T)050,056,268+50,056,26801,451,0330.30%+1,451,033
SM ENERGY COMPANY(SM)09,995,353+9,995,3530311,6780.06%+311,678
VALERO ENERGY CORP(VLO)02,489,192+2,489,1920615,1580.13%+615,158
OVINTIV INC(OVV)010,545,700+10,545,7000626,0060.13%+626,006
FEDEX CORP(FDX)2,577,7062,630,669+52,963744,635936,6880.19%+192,053
KLA CORP(KLAC)0716,138+716,13801,054,0940.22%+1,054,094
VERTIV HOLDINGS CO(VRT)02,421,808+2,421,8080606,4870.13%+606,487
CENOVUS ENERGY INC(CVE)018,015,143+18,015,1430477,9460.10%+477,946
TARGET CORP(TGT)05,413,840+5,413,8400656,0910.14%+656,091
CHENIERE ENERGY INC(LNG)02,138,141+2,138,1410606,8890.13%+606,889
VALARIS LTD(VAL)03,349,443+3,349,4430328,3820.07%+328,382
NOBLE CORP PLC(NE)06,850,770+6,850,7700336,1650.07%+336,165
DEERE & CO(DE)01,945,820+1,945,82001,095,9920.23%+1,095,992
BAKER HUGHES COMPANY(BKR)011,416,362+11,416,3620696,9880.14%+696,988
INTEL CORP(INTC)16,231,13017,150,331+919,201598,987756,3250.16%+157,338
TEXAS INSTRS INC(TXN)03,901,891+3,901,8910757,3050.16%+757,305
PHILLIPS 66(PSX)02,839,278+2,839,2780517,3620.11%+517,362
MATADOR RES CO(MTDR)06,948,104+6,948,1040439,0100.09%+439,010
HF SINCLAIR CORP(DINO)09,249,939+9,249,9390577,1140.12%+577,114
BRISTOL-MYERS SQUIBB CO(BMY)18,242,25918,762,589+520,330984,0701,137,8470.24%+153,777
GE VERNOVA INC(GEV)0632,570+632,5700551,9360.11%+551,936
TARGA RES CORP(TRGP)02,235,755+2,235,7550560,5420.12%+560,542
TRANSOCEAN LTD(RIG)43,470,31248,819,576+5,349,264179,531323,6820.07%+144,151
DEVON ENERGY CORP NEW(DVN)09,606,131+9,606,1310483,4750.10%+483,475
COMFORT SYS USA INC(FIX)0279,947+279,9470385,8000.08%+385,800
CANADIAN NAT RES LTD MED TER(CNQ)09,410,323+9,410,3230458,6050.10%+458,605
COCA COLA CO(KO)18,586,51018,822,295+235,7851,299,4081,431,4950.30%+132,088
LOCKHEED MARTIN CORP(LMT)01,211,613+1,211,6130732,2860.15%+732,286
DIGITAL RLTY TR INC(DLR)04,850,416+4,850,4160874,0460.18%+874,046
AKAMAI TECHNOLOGIES INC(AKAM)3,115,3423,464,793+349,451271,820397,8810.08%+126,061
KROGER CO(KR)012,296,026+12,296,0260889,8780.18%+889,878
PFIZER INC(PFE)036,422,799+36,422,79901,022,6060.21%+1,022,606
ANTERO RESOURCES CORP(AR)010,239,070+10,239,0700434,5970.09%+434,597
HONEYWELL INTL INC(HON)03,386,458+3,386,4580765,3910.16%+765,391
CIENA CORP(CIEN)01,146,020+1,146,0200444,7460.09%+444,746
PATTERSON-UTI ENERGY INC(PTEN)021,211,576+21,211,5760229,7320.05%+229,732
CSX CORP(CSX)023,913,357+23,913,3570981,4950.20%+981,495
KINDER MORGAN INC DEL(KMI)017,237,384+17,237,3840577,9980.12%+577,998
FIFTH THIRD BANCORP(FITB)010,918,284+10,918,2840507,1510.11%+507,151
TECHNIPFMC PLC(FTI)04,839,859+4,839,8590334,5380.07%+334,538
HALLIBURTON CO(HAL)09,502,988+9,502,9880370,5560.08%+370,556
WELLTOWER INC(WELL)8,287,0848,345,022+57,9381,538,2211,649,8440.34%+111,623
NORTHROP GRUMMAN CORP(NOC)0960,690+960,6900655,3730.14%+655,373
SIRIUSXM HOLDINGS INC(SIRI)06,301,181+6,301,1810145,4260.03%+145,426
PEPSICO INC(PEP)08,041,660+8,041,66001,248,8530.26%+1,248,853
ROSS STORES INC(ROST)2,999,3033,004,909+5,606540,314650,8350.14%+110,521
BORGWARNER INC011,926,322+11,926,3220647,0980.13%+647,098
ONEOK INC NEW(OKE)05,552,597+5,552,5970502,0000.10%+502,000
CHORD ENERGY CORPORATION(CHRD)01,547,732+1,547,7320220,0780.05%+220,078
PIPER SANDLER COMPANIES(PIPR)01,375,565+1,375,5650105,2880.02%+105,288
AMGEN INC(AMGN)3,230,9793,304,344+73,3651,057,5611,162,6490.24%+105,088
LIBERTY ENERGY INC(LBRT)09,233,668+9,233,6680265,9310.06%+265,931
FREEPORT MCMORAN INC(FCX)13,164,21713,116,518-47,699668,667770,5650.16%+101,898
PBF ENERGY INC(PBF)04,366,331+4,366,3310207,9530.04%+207,953
ARROW ELECTRS INC03,007,509+3,007,5090431,2800.09%+431,280
CALIFORNIA RES CORP(CRC)04,156,848+4,156,8480287,7340.06%+287,734
DIAMONDBACK ENERGY INC(FANG)02,289,876+2,289,8760452,9380.09%+452,938
RANGE RES CORP(RRC)09,192,740+9,192,7400415,3540.09%+415,354
ANALOG DEVICES INC(ADI)2,367,9652,329,864-38,101642,263740,9370.15%+98,674
IRON MTN INC DEL(IRM)04,552,286+4,552,2860464,9310.10%+464,931
COTERRA ENERGY INC010,290,269+10,290,2690361,6670.08%+361,667
NEWMONT CORP(NEM)9,174,9389,359,524+184,586916,1351,012,7920.21%+96,657
NUTRIEN LTD(NTR)05,872,194+5,872,1940443,1510.09%+443,151
ARGAN INC0397,962+397,9620216,7280.05%+216,728
CELANESE CORP DEL(CE)02,187,235+2,187,2350143,8490.03%+143,849
RTX CORPORATION(RTX)7,553,3867,649,112+95,7261,385,3231,475,2960.31%+89,973
MURPHY OIL CORP(MUR)08,171,385+8,171,3850337,0810.07%+337,081
SOLSTICE ADVANCED MATLS INC(SOLS)01,810,160+1,810,1600137,8070.03%+137,807
MONDELEZ INTL INC(MDLZ)09,435,171+9,435,1710543,9000.11%+543,900
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