Fund Holdings — DIMENSIONAL FUND ADVISORS LP

Total Portfolio Value
$481.39B
Total Bought
$45.88B
Total Sold
$26.98B
Net Transaction
+$18.90B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP26,823,41228,364,314+1,540,9023,228,2004,812,7901.00%+1,584,590
AMAZON COM INC(AMZN)31,724,42439,029,984+7,305,5607,323,1258,126,3381.69%+803,213
SHELL PLC(SHEL)23,690,75524,690,100+999,3451,740,7972,296,1790.48%+555,383
MERCK & CO INC(MRK)12,486,18315,456,039+2,969,8561,314,3961,858,9380.39%+544,541
CHEVRON CORPORATION(CVX)14,696,70113,353,587-1,343,1142,239,9012,763,2100.57%+523,309
PINNACLE FINL PARTNERS INC(PNFP)05,035,295+5,035,2950433,7120.09%+433,712
CONOCOPHILLIPS(COP)10,970,22811,044,489+74,2611,026,9601,457,9780.30%+431,018
VERIZON COMMUNICATIONS INC(VZ)30,762,36432,734,998+1,972,6341,252,9431,643,3390.34%+390,397
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)15,321,93616,376,952+1,055,016374,786695,0990.14%+320,314
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)12,198,53412,609,777+411,243541,138833,6220.17%+292,485
ASML HLDG NV
N Y REGISTRY SHS
1,014,8151,033,583+18,7681,085,7171,364,9630.28%+279,247
BP PLC(BP)16,484,08517,905,444+1,421,359572,493841,6430.17%+269,150
WALMART INC(WMT)15,602,35916,122,394+520,0351,738,3212,003,6010.42%+265,280
EQUINIX INC(EQIX)1,218,9081,204,470-14,438933,8881,180,6330.25%+246,744
CF INDUSTRIES HOLD(CF)4,312,2254,458,907+146,682333,501579,0620.12%+245,560
EOG RES INC(EOG)5,810,9825,865,073+54,091610,243848,2280.18%+237,984
COSTCO WHOLESALE CORPORATION(COST)1,674,1561,684,707+10,5511,443,7231,678,6920.35%+234,968
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)2,676,4632,740,541+64,0781,141,2521,358,7120.28%+217,460
OCCIDENTAL PETE CORP(OXY)10,602,66010,014,092-588,568436,008651,0490.14%+215,041
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)8,019,4068,066,971+47,565288,704498,9270.10%+210,223
MARATHON PETE CORP(MPC)3,348,2703,087,982-260,288544,574754,1050.16%+209,532
AT&T INC(T)50,001,90650,056,268+54,3621,242,0411,451,0330.30%+208,992
SM ENERGY COMPANY(SM)5,568,6029,995,353+4,426,751104,133311,6780.06%+207,545
VALERO ENERGY CORP(VLO)2,570,9242,489,192-81,732418,579615,1580.13%+196,579
OVINTIV INC(OVV)11,059,33410,545,700-513,634433,418626,0060.13%+192,588
FEDEX CORP(FDX)2,577,7062,630,669+52,963744,635936,6880.19%+192,053
KLA CORP(KLAC)715,175716,138+963869,1191,054,0940.22%+184,975
VERTIV HOLDINGS CO(VRT)2,668,1972,421,808-246,389432,327606,4870.13%+174,160
CENOVUS ENERGY INC(CVE)18,018,99518,015,143-3,852304,894477,9460.10%+173,052
TARGET CORP(TGT)5,002,2325,413,840+411,608488,950656,0910.14%+167,141
CHENIERE ENERGY INC(LNG)2,263,8262,138,141-125,685440,047606,8890.13%+166,842
VALARIS LTD(VAL)3,234,7133,349,443+114,730163,031328,3820.07%+165,351
NOBLE CORP PLC(NE)6,108,6376,850,770+742,133172,509336,1650.07%+163,655
DEERE & CO(DE)2,002,7281,945,820-56,908932,4811,095,9920.23%+163,510
BAKER HUGHES COMPANY(BKR)11,760,98111,416,362-344,619535,640696,9880.14%+161,348
INTEL CORP(INTC)16,231,13017,150,331+919,201598,987756,3250.16%+157,338
TEXAS INSTRS INC(TXN)3,458,4143,901,891+443,477600,074757,3050.16%+157,232
PHILLIPS 66(PSX)2,796,6072,839,278+42,671360,884517,3620.11%+156,478
MATADOR RES CO(MTDR)6,670,2656,948,104+277,839283,089439,0100.09%+155,921
HF SINCLAIR CORP(DINO)9,146,8049,249,939+103,135421,487577,1140.12%+155,627
BRISTOL-MYERS SQUIBB CO(BMY)18,242,25918,762,589+520,330984,0701,137,8470.24%+153,777
GE VERNOVA INC(GEV)621,334632,570+11,236406,110551,9360.11%+145,825
TARGA RES CORP(TRGP)2,255,5902,235,755-19,835416,170560,5420.12%+144,371
TRANSOCEAN LTD(RIG)43,470,31248,819,576+5,349,264179,531323,6820.07%+144,151
DEVON ENERGY CORP NEW(DVN)9,370,5709,606,131+235,561343,252483,4750.10%+140,223
COMFORT SYS USA INC(FIX)265,524279,947+14,423247,836385,8000.08%+137,964
CANADIAN NAT RES LTD MED TER(CNQ)9,555,4679,410,323-145,144323,456458,6050.10%+135,149
COCA COLA CO(KO)18,586,51018,822,295+235,7851,299,4081,431,4950.30%+132,088
LOCKHEED MARTIN CORP(LMT)1,243,2681,211,613-31,655601,332732,2860.15%+130,955
DIGITAL RLTY TR INC(DLR)4,814,5664,850,416+35,850744,879874,0460.18%+129,167
AKAMAI TECHNOLOGIES INC(AKAM)3,115,3423,464,793+349,451271,820397,8810.08%+126,061
KROGER CO(KR)12,242,40112,296,026+53,625764,932889,8780.18%+124,946
PFIZER INC(PFE)36,129,77036,422,799+293,029899,6651,022,6060.21%+122,941
ANTERO RESOURCES CORP(AR)9,085,64810,239,070+1,153,422313,106434,5970.09%+121,491
HONEYWELL INTL INC(HON)3,311,4223,386,458+75,036646,058765,3910.16%+119,332
CIENA CORP(CIEN)1,396,8741,146,020-250,854326,720444,7460.09%+118,026
PATTERSON-UTI ENERGY INC(PTEN)18,465,70421,211,576+2,745,872112,825229,7320.05%+116,907
CSX CORP(CSX)23,852,47423,913,357+60,883864,671981,4950.20%+116,824
KINDER MORGAN INC DEL(KMI)16,789,25417,237,384+448,130461,543577,9980.12%+116,455
FIFTH THIRD BANCORP(FITB)8,348,80510,918,284+2,569,479390,846507,1510.11%+116,305
TECHNIPFMC PLC(FTI)4,944,0484,839,859-104,189220,328334,5380.07%+114,210
HALLIBURTON CO(HAL)9,135,2879,502,988+367,701258,189370,5560.08%+112,367
WELLTOWER INC(WELL)8,287,0848,345,022+57,9381,538,2211,649,8440.34%+111,623
NORTHROP GRUMMAN CORP(NOC)954,879960,690+5,811544,502655,3730.14%+110,870
SIRIUSXM HOLDINGS INC(SIRI)1,740,3606,301,181+4,560,82134,798145,4260.03%+110,627
PEPSICO INC(PEP)7,931,3148,041,660+110,3461,138,3301,248,8530.26%+110,524
ROSS STORES INC(ROST)2,999,3033,004,909+5,606540,314650,8350.14%+110,521
BORGWARNER INC11,961,48211,926,322-35,160538,996647,0980.13%+108,102
ONEOK INC NEW(OKE)5,364,7175,552,597+187,880394,312502,0000.10%+107,688
CHORD ENERGY CORPORATION(CHRD)1,218,1671,547,732+329,565112,927220,0780.05%+107,152
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)8,802,3999,233,668+431,269162,494265,9310.06%+103,436
FREEPORT MCMORAN INC(FCX)13,164,21713,116,518-47,699668,667770,5650.16%+101,898
PBF ENERGY INC(PBF)3,911,6004,366,331+454,731106,071207,9530.04%+101,882
ARROW ELECTRS INC2,995,6153,007,509+11,894330,068431,2800.09%+101,212
CALIFORNIA RES CORP(CRC)4,181,8064,156,848-24,958186,968287,7340.06%+100,766
DIAMONDBACK ENERGY INC(FANG)2,345,8892,289,876-56,013352,677452,9380.09%+100,261
RANGE RES CORP(RRC)8,965,0299,192,740+227,711316,123415,3540.09%+99,231
ANALOG DEVICES INC(ADI)2,367,9652,329,864-38,101642,263740,9370.15%+98,674
IRON MTN INC DEL(IRM)4,429,3594,552,286+122,927367,418464,9310.10%+97,513
COTERRA ENERGY INC10,057,49310,290,269+232,776264,728361,6670.08%+96,940
NEWMONT CORP(NEM)9,174,9389,359,524+184,586916,1351,012,7920.21%+96,657
NUTRIEN LTD(NTR)5,632,2485,872,194+239,946347,647443,1510.09%+95,505
ARGAN INC393,008397,962+4,954123,138216,7280.05%+93,590
CELANESE CORP DEL(CE)1,194,0422,187,235+993,19350,487143,8490.03%+93,362
RTX CORPORATION(RTX)7,553,3867,649,112+95,7261,385,3231,475,2960.31%+89,973
MURPHY OIL CORP(MUR)7,933,0598,171,385+238,326247,912337,0810.07%+89,169
SOLSTICE ADVANCED MATLS INC(SOLS)1,016,0701,810,160+794,09049,363137,8070.03%+88,445
MONDELEZ INTL INC(MDLZ)8,518,9369,435,171+916,235458,670543,9000.11%+85,230
CORTEVA INC(CTVA)4,692,2594,771,253+78,994314,532399,3850.08%+84,852
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DIMENSIONAL FUND ADVISORS LP — 13F Holdings — Q1 2026 | TickerTrail