Fund HoldingsDIMENSIONAL FUND ADVISORS LP

Total Portfolio Value
$476.72B
Total Bought
$28.63B
Total Sold
$26.21B
Net Transaction
+$2.42B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)03,771,573+3,771,57304,053,3190.85%+4,053,319
APPLE INC(AAPL)57,323,01257,574,200+251,18814,595,73415,652,3863.28%+1,056,652
ALPHABET INC(GOOG)20,579,82919,099,352-1,480,4775,003,0075,978,1011.25%+975,093
MICRON TECHNOLOGY INC(MU)6,908,7536,880,577-28,1761,155,7801,964,1920.41%+808,412
AMAZON COM INC(AMZN)031,724,424+31,724,42407,323,1251.54%+7,323,125
ALPHABET INC(GOOG)17,234,85714,880,177-2,354,6804,197,5864,669,3940.98%+471,808
SOUTHSTATE BK CORP04,729,496+4,729,4960445,1010.09%+445,101
MERCK & CO INC(MRK)012,486,183+12,486,18301,314,3960.28%+1,314,396
UNILEVER PLC(UL)04,382,852+4,382,8520286,6420.06%+286,642
BROADCOM INC(AVGO)11,368,82811,609,565+240,7373,750,8144,018,3240.84%+267,510
ALCOA CORP(AA)011,580,803+11,580,8030615,4280.13%+615,428
JOHNSON & JOHNSON(JNJ)18,035,92217,255,149-780,7733,343,7643,570,9580.75%+227,194
WELLTOWER INC(WELL)7,408,1708,287,084+878,9141,319,6451,538,2210.32%+218,575
GENERAL MTRS CO(GM)15,313,89814,148,418-1,165,480933,7051,150,6570.24%+216,951
LAM RESEARCH CORP(LRCX)6,310,9076,159,280-151,627844,8401,054,4780.22%+209,637
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
012,850,956+12,850,9560208,0620.04%+208,062
CATERPILLAR INC(CAT)2,898,6682,772,301-126,3671,382,9451,588,2390.33%+205,294
CISCO SYS INC(CSCO)028,056,048+28,056,04802,161,2060.45%+2,161,206
QUALCOMM INC(QCOM)6,552,4277,463,461+911,0341,090,0251,276,7220.27%+186,696
WELLS FARGO CO NEW(WFC)019,924,097+19,924,09701,857,0960.39%+1,857,096
OMNICOM GROUP INC(OMC)04,820,978+4,820,9780389,2910.08%+389,291
NVIDIA CORPORATION(NVDA)93,042,34393,966,032+923,68917,357,18517,524,7583.68%+167,573
BRISTOL-MYERS SQUIBB CO(BMY)018,242,259+18,242,2590984,0700.21%+984,070
AMGEN INC(AMGN)03,230,979+3,230,97901,057,5610.22%+1,057,561
WESTERN DIGITAL CORP(WDC)3,804,9073,565,342-239,565456,737614,3160.13%+157,579
FEDEX CORP(FDX)02,577,706+2,577,7060744,6350.16%+744,635
WARNER BROS DISCOVERY INC(WBD)18,820,85818,041,885-778,973367,417519,9920.11%+152,575
FREEPORT-MCMORAN INC(FCX)013,164,217+13,164,2170668,6670.14%+668,667
THERMO FISHER SCIENTIFIC INC(TMO)1,667,7471,653,504-14,243808,643958,1580.20%+149,515
NEWMONT CORP(NEM)9,142,1309,174,938+32,808770,693916,1350.19%+145,442
WALMART INC(WMT)15,488,20515,602,359+114,1541,596,2051,738,3210.36%+142,116
CUMMINS INC(CMI)1,537,3471,547,919+10,572649,280790,1580.17%+140,879
ADVANCED MICRO DEVICES INC(AMD)5,574,2084,851,351-722,857901,8321,038,9700.22%+137,138
QNITY ELECTRONICS INC(Q)01,613,007+1,613,0070131,7450.03%+131,745
AMKOR TECHNOLOGY INC13,151,21012,772,891-378,319373,495504,2870.11%+130,791
VIATRIS INC(VTRS)37,370,33840,026,301+2,655,963369,940498,3360.10%+128,396
SANDISK CORP(SNDK)0958,462+958,4620227,5500.05%+227,550
ASML HOLDING N V
N Y REGISTRY SHS
990,8161,014,815+23,999959,1801,085,7170.23%+126,537
BOSTON SCIENTIFIC CORP(BSX)05,735,230+5,735,2300546,8930.11%+546,893
GOLDMAN SACHS GROUP INC(GS)1,867,1711,830,905-36,2661,487,0011,609,4040.34%+122,403
VERTEX PHARMACEUTICALS INC(VRTX)0945,660+945,6600428,7260.09%+428,726
VISA INC(V)08,526,283+8,526,28302,990,4080.63%+2,990,408
DELTA AIR LINES INC DEL(DAL)010,098,982+10,098,9820700,8470.15%+700,847
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)08,397,338+8,397,3380439,0160.09%+439,016
CHARLES RIV LABS INTL INC(CRL)01,442,224+1,442,2240287,7030.06%+287,703
COMERICA INC05,885,563+5,885,5630511,6360.11%+511,636
BALL CORP05,658,732+5,658,7320299,7490.06%+299,749
RTX CORPORATION(RTX)7,642,7237,553,386-89,3371,278,7401,385,3230.29%+106,583
MAPLEBEAR INC(CART)03,792,673+3,792,6730170,5940.04%+170,594
CITIGROUP INC(C)07,782,444+7,782,4440908,1470.19%+908,147
REGENERON PHARMACEUTICALS(REGN)0499,544+499,5440385,5910.08%+385,591
AMERICAN EXPRESS CO(AXP)02,730,957+2,730,95701,010,3760.21%+1,010,376
BANK AMERICA CORP30,648,91030,573,699-75,2111,581,3501,681,6060.35%+100,256
TORONTO DOMINION BK ONT(TD)06,976,666+6,976,6660657,2110.14%+657,211
STRYKER CORPORATION(SYK)01,260,651+1,260,6510443,1130.09%+443,113
PERMIAN RESOURCES CORP(PR)031,635,572+31,635,5720443,8560.09%+443,856
AKAMAI TECHNOLOGIES INC(AKAM)03,115,342+3,115,3420271,8200.06%+271,820
DOLLAR GEN CORP NEW(DG)02,724,822+2,724,8220361,8350.08%+361,835
PROLOGIS INC.(PLD)011,454,772+11,454,77201,462,3540.31%+1,462,354
LUMENTUM HLDGS INC(LITE)0506,985+506,9850186,8700.04%+186,870
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,592,2343,605,351+13,1171,003,2751,095,6300.23%+92,355
GE AEROSPACE(GE)2,511,4132,744,528+233,115755,386845,4780.18%+90,091
CAPITAL ONE FINL CORP(COF)03,688,683+3,688,6830894,0500.19%+894,050
IQVIA HLDGS INC(IQV)01,591,053+1,591,0530358,6670.08%+358,667
BARRICK MNG CORP(B)17,622,74515,285,500-2,337,245577,525665,7230.14%+88,198
ASTRAZENECA PLC(AZN)6,805,8966,621,662-184,234521,517608,8630.13%+87,346
ALBERTSONS COS INC013,429,784+13,429,7840230,5950.05%+230,595
COCA COLA CO(KO)018,586,510+18,586,51001,299,4080.27%+1,299,408
ALBEMARLE CORP(ALB)01,449,360+1,449,3600204,9980.04%+204,998
UNITED AIRLS HLDGS INC(UAL)05,474,521+5,474,5210612,1330.13%+612,133
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)06,182,099+6,182,0990513,1800.11%+513,180
ROCKET COS INC(RKT)04,612,445+4,612,445089,3430.02%+89,343
AMERICAN EAGLE OUTFITTERS IN08,752,288+8,752,2880230,8010.05%+230,801
WESCO INTL INC(WCC)02,249,296+2,249,2960550,2860.12%+550,286
COMMERCIAL METALS CO(CMC)06,628,533+6,628,5330458,8310.10%+458,831
INTERNATIONAL BUSINESS MACHS(IBM)05,036,639+5,036,63901,492,0900.31%+1,492,090
AXALTA COATING SYS LTD(AXTA)06,941,250+6,941,2500224,2820.05%+224,282
EXPEDIA GROUP INC(EXPE)01,173,496+1,173,4960332,4700.07%+332,470
BIOMARIN PHARMACEUTICAL INC(BMRN)03,321,754+3,321,7540197,4050.04%+197,405
DANAHER CORPORATION(DHR)02,517,437+2,517,4370576,3310.12%+576,331
SLB LIMITED(SLB)15,366,34715,732,530+366,183528,217603,8310.13%+75,614
MACYS INC(M)15,651,69216,145,972+494,280280,641356,0200.07%+75,379
VENTAS INC(VTR)06,937,575+6,937,5750536,8530.11%+536,853
APPLIED MATLS INC3,288,4732,909,748-378,725673,312747,8640.16%+74,552
KIRBY CORP(KEX)02,484,508+2,484,5080273,7450.06%+273,745
INTEL CORP(INTC)15,683,25116,231,130+547,879526,229598,9870.13%+72,758
ROSS STORES INC(ROST)02,999,303+2,999,3030540,3140.11%+540,314
INTUITIVE SURGICAL INC01,186,971+1,186,9710362,1460.08%+362,146
JAZZ PHARMACEUTICALS PLC(JAZZ)2,836,6522,623,303-213,349373,855445,9650.09%+72,109
ELANCO ANIMAL HEALTH INC(ELAN)24,708,67625,082,545+373,869497,610567,6220.12%+70,012
ATI INC(ATI)02,125,976+2,125,9760243,9890.05%+243,989
GENPACT LIMITED
SHS
05,010,764+5,010,7640234,4090.05%+234,409
ROYAL BK CDA(RY)02,387,748+2,387,7480407,0950.09%+407,095
TRANSOCEAN LTD(RIG)043,470,312+43,470,3120179,5310.04%+179,531
REVVITY INC(RVTY)02,612,116+2,612,1160252,7270.05%+252,727
SALESFORCE INC(CRM)04,037,566+4,037,56601,069,6070.22%+1,069,607
ALLY FINL INC(ALLY)08,708,942+8,708,9420394,4320.08%+394,432
HSBC HLDGS PLC(HSBC)10,575,64410,362,347-213,297750,659815,2060.17%+64,547
GAP INC(GAP)013,568,196+13,568,1960347,3550.07%+347,355
ANALOG DEVICES INC(ADI)02,367,965+2,367,9650642,2630.13%+642,263
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