Fund HoldingsDIMENSIONAL FUND ADVISORS LP

Total Portfolio Value
$402.31B
Total Bought
$31.31B
Total Sold
$26.75B
Net Transaction
+$4.56B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)016,903,105+16,903,10502,803,0420.70%+2,803,042
BERKSHIRE HATHAWAY INC DEL07,327,645+7,327,64503,901,9700.97%+3,901,970
UNITEDHEALTH GROUP INC(UNH)05,197,427+5,197,42702,721,9120.68%+2,721,912
LAM RESEARCH CORP(LRCX)06,498,985+6,498,9850472,4730.12%+472,473
BLACKROCK INC(BLK)0423,020+423,0200400,3800.10%+400,380
EXXON MOBIL CORP033,123,517+33,123,51703,939,0450.98%+3,939,045
AT&T INC(T)52,032,36753,339,376+1,307,0091,184,7171,508,4110.37%+323,695
ABBVIE INC(ABBV)09,413,033+9,413,03301,972,0500.49%+1,972,050
VISA INC(V)8,434,9358,471,084+36,1492,665,7302,968,2720.74%+302,542
CHEVRON CORP NEW(CVX)012,281,983+12,281,98302,054,5130.51%+2,054,513
ELI LILLY & CO(LLY)03,796,285+3,796,28503,135,2900.78%+3,135,290
SHELL PLC(SHEL)023,272,913+23,272,91301,705,4300.42%+1,705,430
LINDE PLC(LIN)02,387,097+2,387,09701,111,4250.28%+1,111,425
AMERICAN TOWER CORP NEW(AMT)06,534,862+6,534,86201,421,9650.35%+1,421,965
CORE NATURAL RESOURCES INC(CNR)02,918,878+2,918,8780225,0450.06%+225,045
CVS HEALTH CORP(CVS)08,529,414+8,529,4140577,8160.14%+577,816
T-MOBILE US INC(TMUS)4,084,8304,032,556-52,274901,6431,075,4080.27%+173,766
ABBOTT LABS9,109,2119,066,978-42,2331,030,3341,202,6130.30%+172,278
WELLTOWER INC(WELL)07,248,482+7,248,48201,110,5370.28%+1,110,537
NOVARTIS AG(NVS)08,606,724+8,606,7240959,5350.24%+959,535
AMGEN INC(AMGN)03,020,545+3,020,5450940,9890.23%+940,989
INTERNATIONAL BUSINESS MACHS(IBM)05,108,455+5,108,45501,270,0220.32%+1,270,022
BARRICK GOLD CORP014,456,566+14,456,5660281,0110.07%+281,011
COCA COLA CO(KO)017,541,444+17,541,44401,256,2270.31%+1,256,227
PROCTER AND GAMBLE CO(PG)010,409,865+10,409,86501,773,8880.44%+1,773,888
NEWMONT CORP(NEM)08,772,477+8,772,4770423,5720.11%+423,572
CORCEPT THERAPEUTICS INC(CORT)02,136,510+2,136,5100243,7080.06%+243,708
MICRON TECHNOLOGY INC(MU)06,800,052+6,800,0520590,8070.15%+590,807
RTX CORPORATION(RTX)07,713,131+7,713,13101,021,6230.25%+1,021,623
PHILIP MORRIS INTL INC(PM)03,222,999+3,222,9990511,4990.13%+511,499
VERIZON COMMUNICATIONS INC(VZ)035,319,757+35,319,75701,602,0230.40%+1,602,023
THE CIGNA GROUP(CI)02,422,964+2,422,9640797,0670.20%+797,067
HESS CORP02,899,778+2,899,7780463,1480.12%+463,148
UNITED STATES STL CORP NEW09,970,755+9,970,7550421,3680.10%+421,368
KROGER CO(KR)14,113,59614,299,898+186,302863,060967,8630.24%+104,802
GILEAD SCIENCES INC(GILD)11,607,60210,500,457-1,107,1451,072,1721,176,5510.29%+104,380
UMB FINL CORP(UMBF)02,700,678+2,700,6780273,0290.07%+273,029
AMERICAN INTL GROUP INC06,929,958+6,929,9580602,2990.15%+602,299
DEERE & CO(DE)2,587,0652,544,755-42,3101,096,1791,194,2410.30%+98,062
CHARTER COMMUNICATIONS INC N(CHTR)900,8491,099,293+198,444308,795405,1180.10%+96,323
SCHLUMBERGER LTD(SLB)08,989,115+8,989,1150375,7380.09%+375,738
3M CO(MMM)2,133,1902,516,729+383,539275,375369,5300.09%+94,155
PROGRESSIVE CORP(PGR)01,853,854+1,853,8540524,6100.13%+524,610
ELEVANCE HEALTH INC(ELV)01,794,952+1,794,9520780,6860.19%+780,686
COSTCO WHSL CORP NEW(COST)1,962,7501,997,863+35,1131,798,4591,889,3650.47%+90,907
SUNRISE COMMUNICATIONS AG01,859,854+1,859,854089,8130.02%+89,813
CENCORA INC01,543,145+1,543,1450429,1070.11%+429,107
ALIBABA GROUP HLDG LTD(BABA)01,790,973+1,790,9730236,8200.06%+236,820
CROWN CASTLE INC(CCI)05,992,402+5,992,4020624,5840.16%+624,584
TRAVELERS COMPANIES INC(TRV)3,377,9663,403,539+25,573813,704899,9880.22%+86,284
SOUTHSTATE CORPORATION04,556,410+4,556,4100422,9150.11%+422,915
PDD HOLDINGS INC(PDD)02,884,942+2,884,9420341,4980.08%+341,498
MASTERCARD INCORPORATED(MA)4,175,6084,160,820-14,7882,198,7562,280,4990.57%+81,743
WASTE MGMT INC DEL(WM)02,462,903+2,462,9030570,1080.14%+570,108
REALTY INCOME CORP(O)012,108,561+12,108,5610702,3810.17%+702,381
VENTAS INC(VTR)06,338,089+6,338,0890435,8060.11%+435,806
GE AEROSPACE(GE)02,432,432+2,432,4320486,8480.12%+486,848
AGNICO EAGLE MINES LTD(AEM)01,977,395+1,977,3950214,3610.05%+214,361
PATTERSON-UTI ENERGY INC(PTEN)011,006,530+11,006,530090,4720.02%+90,472
NETFLIX INC(NFLX)987,9231,023,606+35,683880,649954,5070.24%+73,858
MEDTRONIC PLC(MDT)07,209,295+7,209,2950647,6590.16%+647,659
MARSH & MCLENNAN COS INC(MRSH)02,062,278+2,062,2780503,2180.13%+503,218
KENVUE INC(KVUE)019,856,812+19,856,8120476,1170.12%+476,117
TEEKAY TANKERS LTD(TNK)01,851,121+1,851,121070,8440.02%+70,844
HSBC HLDGS PLC(HSBC)010,386,228+10,386,2280596,4810.15%+596,481
MONDELEZ INTL INC(MDLZ)08,993,098+8,993,0980610,1790.15%+610,179
SCHWAB CHARLES CORP(SCHW)05,478,177+5,478,1770428,7910.11%+428,791
CISCO SYS INC(CSCO)29,419,04129,307,776-111,2651,741,5971,808,4300.45%+66,834
CONAGRA BRANDS INC(CAG)08,162,251+8,162,2510217,6860.05%+217,686
FREEPORT-MCMORAN INC(FCX)013,162,058+13,162,0580498,2700.12%+498,270
UBER TECHNOLOGIES INC(UBER)03,355,842+3,355,8420244,5040.06%+244,504
ADT INC DEL(ADT)026,077,931+26,077,9310212,2640.05%+212,264
CONOCOPHILLIPS(COP)011,955,465+11,955,46501,255,2350.31%+1,255,235
LKQ CORP(LKQ)06,003,769+6,003,7690255,3840.06%+255,384
ONEOK INC NEW(OKE)3,981,7864,663,240+681,454399,783462,6530.11%+62,870
BUNGE GLOBAL SA(BG)03,346,709+3,346,7090255,7560.06%+255,756
HARTFORD INSURANCE GROUP INC(HIG)05,179,191+5,179,1910640,7470.16%+640,747
NORTHROP GRUMMAN CORP(NOC)0849,408+849,4080434,9060.11%+434,906
AON PLC(AON)0812,713+812,7130324,3090.08%+324,309
INTERCONTINENTAL EXCHANGE IN(ICE)01,935,649+1,935,6490333,9260.08%+333,926
MOLSON COORS BEVERAGE CO(TAP)04,503,879+4,503,8790274,1440.07%+274,144
SPROUTS FMRS MKT INC(SFM)02,217,900+2,217,9000338,4810.08%+338,481
CHUBB LIMITED
COM
02,318,278+2,318,2780699,9940.17%+699,994
NUTRIEN LTD(NTR)04,923,879+4,923,8790244,5830.06%+244,583
WARNER BROS DISCOVERY INC(WBD)012,839,389+12,839,3890137,7000.03%+137,700
BP PLC(BP)012,707,973+12,707,9730429,4020.11%+429,402
ALLSTATE CORP(ALL)01,792,181+1,792,1810371,0970.09%+371,097
TARGA RES CORP(TRGP)02,135,306+2,135,3060428,0130.11%+428,013
PAYCHEX INC(PAYX)02,785,703+2,785,7030429,7140.11%+429,714
GLOBE LIFE INC01,741,131+1,741,1310229,3230.06%+229,323
GOLD FIELDS LTD(GFI)05,651,788+5,651,7880124,8260.03%+124,826
APA CORPORATION(APA)09,080,787+9,080,7870190,8760.05%+190,876
GALLAGHER ARTHUR J & CO(AJG)0736,167+736,1670254,1210.06%+254,121
WESBANCO INC(WSBC)05,793,319+5,793,3190179,3580.04%+179,358
CME GROUP INC(CME)01,135,077+1,135,0770301,1000.07%+301,100
MR COOPER GROUP INC02,096,704+2,096,7040250,6820.06%+250,682
SMUCKER J M CO(SJM)02,257,127+2,257,1270267,2520.07%+267,252
MCDONALDS CORP(MCD)01,780,205+1,780,2050556,0340.14%+556,034
AUTOMATIC DATA PROCESSING IN02,474,654+2,474,6540755,9960.19%+755,996
SUNCOR ENERGY INC NEW(SU)011,272,827+11,272,8270436,4590.11%+436,459
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