13F filing · Dec 31, 2025

Dimensional Fund Advisors LP portfolio · Dec 31, 2025

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Frequently asked questions

What did Dimensional Fund Advisors LP hold in Dec 31, 2025?

Dimensional Fund Advisors LP reported 3,240 long holdings for Dec 31, 2025 in its 13F filing on Insider Deck.

What did Dimensional Fund Advisors LP buy last quarter?

Open the trades lens on the Dimensional Fund Advisors LP filing for Dec 31, 2025 to see adds, trims, new positions, and exits versus the prior report.

What is Dimensional Fund Advisors LP's largest position?

In the Dec 31, 2025 filing, one of the largest reported positions is NVDA.

Institutional portfolio research

Dimensional Fund Advisors LP

Hedge fundDimensional Fund Advisors LP

Portfolio managerDimensional Fund Advisors LP

Performance · 2025 Q4↑ 2.40%

AUM (13F)$477BReported long U.S. value

# of holdings3,240Filed 2/12/2026

13F

Mar 2026LatestDec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024

Top Holdings

Stocks concentration

NVDANVIDIA CORPORATION

AAPLApple Inc

MSFTMICROSOFT CORP

AMZNAmazon.Com Inc

METAMETA PLATFORMS INC

GOOGALPHABET INC

JPMORGJpmorgan Chase & Co

GOOGALPHABET INC

ELIELI LILLY & CO

AVGOBroadcom Inc

JOHNSOJohnson & Johnson

BERKSHBerkshire Hathaway Inc-

EXXONExxon Mobil Corp

MAMastercard Inc - A

CHEVROChevron Corp

TSLATESLA INC

CISCOCisco Systems Inc

MUMICRON TECHNOLOGY INC

ABBVIEAbbvie Inc

WELLSWELLS FARGO CO NEW

HOMEHOME DEPOT INC

SHELLShell Plc-Adr

UNHUNITEDHEALTH GROUP INC

WALMARWALMART INC

Ownership · 5QLatest activityEst. entryPrice · 3M

NVDANVIDIA CORPORATION

9.01%93.97M$17.5B

↑ +1.0%+924K shares

—Estimate pending for this holding

—

AAPLApple Inc

8.05%57.57M$15.7B

↑ +0.4%+251K shares

—Estimate pending for this holding

—

MSFTMICROSOFT CORP

6.60%26.54M$12.8B

↑ +2.4%+614K shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

3.77%31.72M$7.3B

↑ +5.4%+1.63M shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

3.40%10.02M$6.6B

↑ +7.5%+703K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

3.07%19.10M$6B

↓ -7.2%−1.48M shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

3.04%18.36M$5.9B

↓ -1.8%−331K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

2.40%14.88M$4.7B

↓ -13.7%−2.35M shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

2.08%3.77M$4.1B

↑ +0.2%+7.65K shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

2.07%11.61M$4B

↑ +2.1%+241K shares

—Estimate pending for this holding

—

Johnson & JohnsonCUSIP 478160104

1.84%17.26M$3.6B

↓ -4.3%−781K shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

1.84%7.10M$3.6B

↑ +0.1%+7.90K shares

—Estimate pending for this holding

—

Exxon Mobil CorpCUSIP 30231G102

1.66%26.82M$3.2B

↓ -11.0%−3.30M shares

—Estimate pending for this holding

—

1.54%8.53M$3B

↑ +1.3%+108K shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.23%4.18M$2.4B

↑ +1.7%+70.56K shares

—Estimate pending for this holding

—

Chevron CorpCUSIP 166764100

1.15%14.70M$2.2B

↓ -2.7%−413K shares

—Estimate pending for this holding

—

TSLATESLA INC

1.13%4.87M$2.2B

↓ -0.3%−15.63K shares

—Estimate pending for this holding

—

Cisco Systems IncCUSIP 17275R102

1.11%28.06M$2.2B

↓ -2.7%−776K shares

—Estimate pending for this holding

—

MUMICRON TECHNOLOGY INC

1.01%6.88M$2B

↓ -0.4%−28.18K shares

—Estimate pending for this holding

—

Abbvie IncCUSIP 00287Y109

0.97%8.28M$1.9B

↓ -7.1%−629K shares

—Estimate pending for this holding

—

WELLS FARGO CO NEWCUSIP 949746101

0.95%19.92M$1.9B

↓ -0.2%−46.83K shares

—Estimate pending for this holding

—

HOME DEPOT INCCUSIP 437076102

0.91%5.13M$1.8B

↑ +1.7%+88.13K shares

—Estimate pending for this holding

—

Shell Plc-AdrCUSIP 780259305

0.90%23.69M$1.7B

↓ -3.0%−724K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

0.89%5.27M$1.7B

↓ -2.1%−115K shares

—Estimate pending for this holding

—

WALMART INCCUSIP 931142103

0.89%15.60M$1.7B

↑ +0.7%+114K shares

—Estimate pending for this holding

—

Bank Of America CorpCUSIP 060505104

0.86%30.57M$1.7B

↓ -0.2%−75.21K shares

—Estimate pending for this holding

—

Procter & Gamble Co/TheCUSIP 742718109

0.85%11.50M$1.6B

↑ +5.7%+620K shares

—Estimate pending for this holding

—

ORCLORACLE CORP

0.85%8.44M$1.6B

↑ +0.2%+20.48K shares

—Estimate pending for this holding

—

Goldman Sachs Group IncCUSIP 38141G104

0.83%1.83M$1.6B

↓ -1.9%−36.27K shares

—Estimate pending for this holding

—

Caterpillar IncCUSIP 149123101

0.82%2.77M$1.6B

↓ -4.4%−126K shares

—Estimate pending for this holding

—

WELLTOWER INCCUSIP 95040Q104

0.79%8.29M$1.5B

↑ +11.9%+879K shares

—Estimate pending for this holding

—

NFLXNETFLIX INC

0.77%16.01M$1.5B

↑ +1027.5%+14.59M shares

—Estimate pending for this holding

—

Intl Business MachinesCUSIP 459200101

0.77%5.04M$1.5B

↑ +0.6%+29.42K shares

—Estimate pending for this holding

—

Prologis IncCUSIP 74340W103

0.75%11.45M$1.5B

↓ -4.2%−502K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

0.74%1.67M$1.4B

↓ -1.9%−32.21K shares

—Estimate pending for this holding

—

Rtx CorpCUSIP 75513E101

0.71%7.55M$1.4B

↓ -1.2%−89.34K shares

—Estimate pending for this holding

—

Merck & Co. Inc.CUSIP 58933Y105

0.68%12.49M$1.3B

↑ +14.8%+1.61M shares

—Estimate pending for this holding

—

KOCoca-Cola Co/The

0.67%18.59M$1.3B

↑ +1.5%+284K shares

—Estimate pending for this holding

—

Qualcomm IncCUSIP 747525103

0.66%7.46M$1.3B

↑ +13.9%+911K shares

—Estimate pending for this holding

—

Morgan StanleyCUSIP 617446448

0.65%7.17M$1.3B

↓ -12.1%−987K shares

—Estimate pending for this holding

—

VERIZON COMMUNICATIONS INCCUSIP 92343V104

0.64%30.76M$1.3B

↓ -4.8%−1.56M shares

—Estimate pending for this holding

—

At&T IncCUSIP 00206R102

0.64%50M$1.2B

↓ -2.7%−1.39M shares

—Estimate pending for this holding

—

NOVARTIS AGCUSIP 66987V109

0.60%8.52M$1.2B

↓ -3.6%−316K shares

—Estimate pending for this holding

—

GENERAL MTRS COCUSIP 37045V100

0.59%14.15M$1.2B

↓ -7.6%−1.17M shares

—Estimate pending for this holding

—

LINLINDE PLC

0.59%2.68M$1.1B

↓ -5.4%−152K shares

—Estimate pending for this holding

—

Pepsico IncCUSIP 713448108

0.59%7.93M$1.1B

↓ -0.2%−16.72K shares

—Estimate pending for this holding

—

Abbott LaboratoriesCUSIP 002824100

0.58%9.04M$1.1B

↑ +0.2%+17.09K shares

—Estimate pending for this holding

—

American Tower CorpCUSIP 03027X100

0.57%6.28M$1.1B

↓ -1.2%−74.71K shares

—Estimate pending for this holding

—

TSMTAIWAN SEMICONDUCTOR MFG LTD

0.56%3.61M$1.1B

↑ +0.4%+13.12K shares

—Estimate pending for this holding

—

Gilead Sciences IncCUSIP 375558103

0.56%8.85M$1.1B

↓ -7.4%−711K shares

—Estimate pending for this holding

—

Methodology13F filings report quarter-end positions, not trade fills. Estimated entry prices reconstruct rolling cost basis from share changes and Yahoo quarter-average closes. Performance is a derived prior-book return, not licensed fund NAV. Options and unresolved CUSIPs are excluded from estimates.