Dimensional Fund Advisors LP Purchases in Q1 2025

Dimensional Fund Advisors LP

  • $391 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2.13M
+ 14.42%
$142.06 - $167.7 $303M - $357M
16.9M $2.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28.5K
+ 0.39%
$442.66 - $534.52 $12.6M - $15.2M
7.33M $3.9B
UNH
Unitedhealth Group Inc

Healthcare
839K
+ 19.25%
$461.52 - $548.18 $387M - $460M
5.2M $2.72B
XOM
Exxon Mobil Corp

Energy
28.9K
+ 0.09%
$105.44 - $118.93 $3.05M - $3.44M
33.1M $3.94B
T
At&T Inc.

Communication Services
1.31M
+ 2.51%
$21.56 - $28.28 $28.2M - $37M
53.3M $1.51B
ABBV
Abb Vie Inc.

Healthcare
45.9K
+ 0.49%
$169.2 - $216.66 $7.76M - $9.94M
9.41M $1.97B
V
Visa Inc.

Financial Services
36.1K
+ 0.43%
$306.92 - $362.71 $11.1M - $13.1M
8.47M $2.97B
CVX
Chevron Corp

Energy
40.8K
+ 0.33%
$146.71 - $167.97 $5.98M - $6.85M
12.3M $2.05B
LLY
Eli Lilly & CO

Healthcare
94.1K
+ 2.54%
$725.72 - $929.72 $68.3M - $87.5M
3.8M $3.14B
SHEL
Shell PLC

Energy
451K
+ 1.98%
$62.84 - $73.29 $28.4M - $33.1M
23.3M $1.71B
NVS
Novartis Ag

Healthcare
423K
+ 5.17%
$97.14 - $115.57 $41.1M - $48.9M
8.61M $959M
AMGN
Amgen Inc

Healthcare
22.8K
+ 0.76%
$258.59 - $327.36 $5.9M - $7.47M
3.02M $941M
IBM
International Business Machines Corp

Technology
24.8K
+ 0.49%
$217.4 - $264.74 $5.39M - $6.56M
5.11M $1.27B
GOLD
Barrick Gold Corp

Basic Materials
6.06M
+ 72.22%
$15.45 - $19.56 $93.7M - $119M
14.5M $281M
PG
Procter & Gamble CO

Consumer Defensive
697K
+ 7.18%
$158.56 - $176.26 $111M - $123M
10.4M $1.77B
NEM
Newmont Corp

Basic Materials
1.2M
+ 15.87%
$37.79 - $48.39 $45.4M - $58.1M
8.77M $424M
CORT
Corcept Therapeutics Inc

Healthcare
57.9K
+ 2.79%
$49.85 - $114.22 $2.89M - $6.62M
2.14M $244M
MU
Micron Technology Inc

Technology
1.42M
+ 26.3%
$86.89 - $109.38 $123M - $155M
6.8M $591M
RTX
Raytheon Technologies Corp

Industrials
65.5K
+ 0.86%
$114.1 - $135.66 $7.47M - $8.88M
7.71M $1.02B
PM
Philip Morris International Inc.

Consumer Defensive
83.6K
+ 2.66%
$117.15 - $158.79 $9.8M - $13.3M
3.22M $512M
HES
Hess Corp

Energy
283K
+ 10.82%
$135.42 - $160.52 $38.4M - $45.5M
2.9M $463M
X
United States Steel Corp

Basic Materials
679K
+ 7.31%
$30.47 - $43.0 $20.7M - $29.2M
9.97M $421M
KR
Kroger CO

Consumer Defensive
186K
+ 1.32%
$58.36 - $67.72 $10.9M - $12.6M
14.3M $968M
UMBF
Umb Financial Corp

Financial Services
1.19M
+ 78.26%
$98.0 - $122.56 $116M - $145M
2.7M $273M
AIG
American International Group, Inc.

Financial Services
14.6K
+ 0.21%
$70.5 - $86.94 $1.03M - $1.27M
6.93M $602M
CHTR
Charter Communications, Inc.

Communication Services
198K
+ 22.03%
$334.89 - $384.77 $66.5M - $76.4M
1.1M $405M
SLB
Schlumberger Limited

Energy
1.67M
+ 22.77%
$38.4 - $43.74 $64M - $72.9M
8.99M $376M
MMM
3 M CO

Industrials
384K
+ 17.98%
$129.7 - $155.12 $49.7M - $59.5M
2.52M $370M
PGR
Progressive Corp

Financial Services
45.3K
+ 2.51%
$235.61 - $291.22 $10.7M - $13.2M
1.85M $525M
COST
Costco Wholesale Corp

Consumer Defensive
35.1K
+ 1.79%
$890.62 - $1076.86 $31.3M - $37.8M
2M $1.89B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
49.5K
+ 2.84%
$80.53 - $147.57 $3.99M - $7.3M
1.79M $237M
CCI
Crown Castle International Corp

Real Estate
72.5K
+ 1.22%
$84.33 - $106.39 $6.11M - $7.71M
5.99M $625M
TRV
Travelers Companies, Inc.

Financial Services
25.6K
+ 0.76%
$232.43 - $265.13 $5.94M - $6.78M
3.4M $900M
SSB
South State Corp

Financial Services
1.16M
+ 34.33%
$89.4 - $108.33 $104M - $126M
4.56M $423M
PDD
Pinduoduo Inc.

Consumer Cyclical
212K
+ 7.93%
$94.68 - $131.34 $20.1M - $27.8M
2.88M $341M
WM
Waste Management Inc

Industrials
36.8K
+ 1.52%
$200.54 - $233.78 $7.39M - $8.61M
2.46M $570M
O
Realty Income Corp

Real Estate
451K
+ 3.87%
$51.67 - $58.49 $23.3M - $26.4M
12.1M $702M
VTR
Ventas, Inc.

Real Estate
234K
+ 3.83%
$56.9 - $70.47 $13.3M - $16.5M
6.34M $436M
AEM
Agnico Eagle Mines LTD

Basic Materials
190K
+ 10.63%
$79.66 - $108.41 $15.1M - $20.6M
1.98M $214M
PTEN
Patterson Uti Energy Inc

Energy
9.06M
+ 464.48%
$7.15 - $9.45 $64.8M - $85.6M
11M $90.5M
NFLX
Netflix Inc

Communication Services
35.7K
+ 3.61%
$828.4 - $1058.6 $29.6M - $37.8M
1.02M $955M
MDT
Medtronic PLC

Healthcare
15.5K
+ 0.22%
$79.84 - $94.5 $1.24M - $1.47M
7.21M $648M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
33.7K
+ 1.66%
$208.48 - $244.03 $7.02M - $8.21M
2.06M $503M
SCHW
Schwab Charles Corp

Financial Services
623K
+ 12.83%
$71.24 - $83.64 $44.4M - $52.1M
5.48M $429M
FCX
Freeport Mcmoran Inc

Basic Materials
1.82M
+ 16.0%
$34.5 - $43.01 $62.6M - $78.1M
13.2M $498M
CAG
Conagra Brands Inc.

Consumer Defensive
2.7M
+ 49.5%
$23.9 - $27.67 $64.6M - $74.8M
8.16M $218M
UBER
Uber Technologies, Inc

Technology
397K
+ 13.43%
$63.17 - $81.49 $25.1M - $32.4M
3.36M $245M
ADT
Adt Inc.

Industrials
4.62M
+ 21.55%
$6.87 - $8.23 $31.8M - $38.1M
26.1M $212M
LKQ
Lkq Corp

Consumer Cyclical
772K
+ 14.75%
$36.24 - $44.05 $28M - $34M
6M $255M
Activity Summary
Buys All Purchases 1807 New Holdings 64 Increased Positions 1743 Sells All Sells 1402 Reductions 1402 Sold out 0 Options Calls 0 Puts 0
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