Fund HoldingsDIMENSIONAL FUND ADVISORS LP

Total Portfolio Value
$412.28B
Total Bought
$32.35B
Total Sold
$23.17B
Net Transaction
+$9.18B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)52,981,80852,617,003-364,80511,160,18312,258,8192.97%+1,098,635
META PLATFORMS INC(META)7,754,4508,454,408+699,9583,911,0294,839,2131.17%+928,184
TE CONNECTIVITY PLC(TEL)03,193,771+3,193,7710482,2330.12%+482,233
UNITEDHEALTH GROUP INC(UNH)3,816,2544,014,343+198,0891,942,9562,347,0140.57%+404,058
JOHNSON & JOHNSON(JNJ)13,147,35214,137,063+989,7111,921,5652,291,0520.56%+369,487
HOME DEPOT INC(HD)04,818,080+4,818,08001,952,1650.47%+1,952,165
BERKSHIRE HATHAWAY INC DEL7,726,8847,541,528-185,3563,143,3533,470,9100.84%+327,557
ABBVIE INC(ABBV)09,258,169+9,258,16901,828,2180.44%+1,828,218
FERGUSON ENTERPRISES INC(FERG)01,540,539+1,540,5390305,9340.07%+305,934
LABCORP HOLDINGS INC(LH)01,367,430+1,367,4300305,5790.07%+305,579
MASTERCARD INCORPORATED(MA)04,158,059+4,158,05902,053,2370.50%+2,053,237
COSTCO WHSL CORP NEW(COST)1,538,0781,803,904+265,8261,307,3631,599,1860.39%+291,823
ORACLE CORP(ORCL)7,318,9627,710,921+391,9591,033,4301,313,9000.32%+280,470
CISCO SYS INC(CSCO)26,409,84328,737,486+2,327,6431,254,7391,529,3710.37%+274,632
INTERNATIONAL BUSINESS MACHS(IBM)04,984,155+4,984,15501,101,8730.27%+1,101,873
GILEAD SCIENCES INC(GILD)011,669,375+11,669,3750978,3250.24%+978,325
AMERICAN TOWER CORP NEW(AMT)06,497,379+6,497,37901,510,9910.37%+1,510,991
TESLA INC(TSLA)4,959,6994,682,366-277,333981,4431,225,0310.30%+243,587
VISA INC(V)7,670,2698,159,960+489,6912,013,4032,243,5790.54%+230,176
SALESFORCE INC(CRM)04,026,135+4,026,13501,102,0510.27%+1,102,051
DEERE & CO(DE)02,402,862+2,402,86201,002,7990.24%+1,002,799
ABBOTT LABS7,428,7528,513,473+1,084,721771,940970,5570.24%+198,617
AT&T INC(T)46,416,92649,040,294+2,623,368886,9021,078,9750.26%+192,073
CATERPILLAR INC(CAT)03,098,956+3,098,95601,212,0910.29%+1,212,091
WALMART INC(WMT)16,184,94515,787,960-396,9851,095,9461,274,7160.31%+178,769
WELLTOWER INC(WELL)7,814,7417,758,439-56,302814,678993,2950.24%+178,617
PROLOGIS INC.(PLD)013,098,688+13,098,68801,654,0760.40%+1,654,076
TARGET CORP(TGT)03,982,780+3,982,7800620,7370.15%+620,737
LOCKHEED MARTIN CORP(LMT)1,169,2231,204,064+34,841546,144703,8470.17%+157,703
RTX CORPORATION(RTX)7,444,4717,444,465-6747,347901,9370.22%+154,590
EQUINIX INC(EQIX)01,308,710+1,308,71001,161,6330.28%+1,161,633
PUBLIC STORAGE OPER CO(PSA)02,135,530+2,135,5300777,0190.19%+777,019
COCA COLA CO(KO)015,485,529+15,485,52901,112,7810.27%+1,112,781
VERIZON COMMUNICATIONS INC(VZ)035,860,417+35,860,41701,610,5470.39%+1,610,547
NOVARTIS AG(NVS)7,407,6928,093,032+685,340788,626930,8920.23%+142,266
UNITED RENTALS INC(URI)0902,485+902,4850730,7880.18%+730,788
AMERICAN EXPRESS CO(AXP)02,926,085+2,926,0850793,5490.19%+793,549
NVIDIA CORPORATION(NVDA)92,039,71394,782,552+2,742,83911,371,25511,510,2902.79%+139,035
SMURFIT WESTROCK PLC(SW)02,676,609+2,676,6090132,2960.03%+132,296
SHERWIN WILLIAMS CO(SHW)01,375,054+1,375,0540524,8230.13%+524,823
METLIFE INC(MET)06,144,003+6,144,0030506,7530.12%+506,753
REALTY INCOME CORP(O)011,728,597+11,728,5970743,8130.18%+743,813
NIKE INC(NKE)04,969,277+4,969,2770439,3320.11%+439,332
CSX CORP(CSX)015,670,592+15,670,5920541,1050.13%+541,105
AUTOMATIC DATA PROCESSING IN02,430,196+2,430,1960672,4520.16%+672,452
KROGER CO(KR)013,993,346+13,993,3460801,7370.19%+801,737
SEADRILL 2021 LTD(SDRL)03,075,053+3,075,0530122,2060.03%+122,206
VISTRA CORP(VST)04,630,961+4,630,9610548,9600.13%+548,960
CBRE GROUP INC(CBRE)03,302,848+3,302,8480411,0980.10%+411,098
IRON MTN INC DEL(IRM)04,204,166+4,204,1660499,5620.12%+499,562
TRAVELERS COMPANIES INC(TRV)03,134,482+3,134,4820733,9030.18%+733,903
LITHIA MTRS INC(LAD)01,167,504+1,167,5040370,8500.09%+370,850
CROWN CASTLE INC(CCI)05,910,762+5,910,7620701,1660.17%+701,166
BUILDERS FIRSTSOURCE INC(BLDR)02,160,330+2,160,3300418,8110.10%+418,811
TORONTO DOMINION BK ONT(TD)5,806,9746,789,053+982,079319,151429,4760.10%+110,325
FRONTIER COMMUNICATIONS PARE8,088,7499,060,977+972,228211,758321,9390.08%+110,182
PROGRESSIVE CORP(PGR)1,467,1911,631,827+164,636304,775414,0590.10%+109,284
SOFI TECHNOLOGIES INC(SOFI)13,083,60624,716,612+11,633,00686,478194,2780.05%+107,800
BORGWARNER INC010,530,696+10,530,6960382,1640.09%+382,164
MOHAWK INDS INC(MHK)02,789,074+2,789,0740448,1400.11%+448,140
KEURIG DR PEPPER INC(KDP)6,373,3628,378,023+2,004,661212,901314,0030.08%+101,101
APPLOVIN CORP(APP)01,716,724+1,716,7240224,0730.05%+224,073
UNION PAC CORP(UNP)03,406,113+3,406,1130839,4820.20%+839,482
GE HEALTHCARE TECHNOLOGIES I(GEHC)04,189,254+4,189,2540393,1120.10%+393,112
TAYLOR MORRISON HOME CORP(TMHC)07,682,845+7,682,8450539,7950.13%+539,795
KENVUE INC(KVUE)015,898,255+15,898,2550367,7460.09%+367,746
THERMO FISHER SCIENTIFIC INC(TMO)01,707,644+1,707,64401,056,2650.26%+1,056,265
BANK NEW YORK MELLON CORP07,297,308+7,297,3080524,3740.13%+524,374
GENERAL MLS INC(GIS)05,842,467+5,842,4670431,4840.10%+431,484
LINDE PLC(LIN)01,910,584+1,910,5840911,1140.22%+911,114
COMERICA INC4,045,6564,921,748+876,092206,468294,8570.07%+88,389
JACKSON FINANCIAL INC(JXN)04,603,043+4,603,0430419,9370.10%+419,937
NORTHROP GRUMMAN CORP(NOC)0730,305+730,3050385,6470.09%+385,647
PULTE GROUP INC(PHM)04,281,482+4,281,4820614,4980.15%+614,498
DELTA AIR LINES INC DEL(DAL)010,998,001+10,998,0010558,6390.14%+558,639
MONDELEZ INTL INC(MDLZ)09,149,892+9,149,8920674,1100.16%+674,110
CONSTELLATION BRANDS INC(STZ)01,333,339+1,333,3390343,5960.08%+343,596
GOLDMAN SACHS GROUP INC(GS)2,117,3112,106,440-10,871957,6841,042,9660.25%+85,283
SOUTHSTATE CORPORATION03,490,001+3,490,0010339,1510.08%+339,151
MCDONALDS CORP(MCD)01,759,905+1,759,9050535,9000.13%+535,900
AIR PRODS & CHEMS INC01,306,750+1,306,7500389,1120.09%+389,112
BIO RAD LABS INC0654,429+654,4290218,9550.05%+218,955
NRG ENERGY INC(NRG)03,585,167+3,585,1670326,6170.08%+326,617
CHUBB LIMITED
COM
02,318,340+2,318,3400668,6090.16%+668,609
NEWMONT CORP(NEM)6,912,9226,941,209+28,287289,445371,0020.09%+81,557
EBAY INC.(EBAY)06,786,712+6,786,7120441,8130.11%+441,813
VICI PPTYS INC(VICI)014,976,329+14,976,3290498,8560.12%+498,856
GRAINGER W W INC(GWW)0389,113+389,1130404,2040.10%+404,204
CARRIER GLOBAL CORPORATION(CARR)04,353,478+4,353,4780350,4120.08%+350,412
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)06,485,811+6,485,8110349,9090.08%+349,909
TJX COS INC NEW(TJX)6,265,1716,537,009+271,838689,812768,3560.19%+78,544
VENTAS INC(VTR)05,965,647+5,965,6470382,5720.09%+382,572
INVESCO LTD(IVZ)019,830,411+19,830,4110348,2240.08%+348,224
CNH INDL N V
SHS
06,989,147+6,989,147077,5800.02%+77,580
PARKER-HANNIFIN CORP(PH)0700,536+700,5360442,6150.11%+442,615
EXTRA SPACE STORAGE INC(EXR)03,112,107+3,112,1070560,7500.14%+560,750
CELESTICA INC(CLS)01,453,513+1,453,513074,3030.02%+74,303
UNILEVER PLC(UL)4,384,9444,853,022+468,078241,145315,2610.08%+74,116
MEDTRONIC PLC(MDT)07,048,246+7,048,2460634,5150.15%+634,515
ZOETIS INC(ZTS)2,165,9582,294,412+128,454375,548448,2670.11%+72,719
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