Dimensional Fund Advisors LP Purchases in Q3 2024

Dimensional Fund Advisors LP

  • $403 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
700K
+ 9.03%
$453.41 - $572.44 $317M - $401M
8.45M $4.84B
UNH
Unitedhealth Group Inc

Healthcare
198K
+ 5.19%
$488.01 - $604.18 $96.7M - $120M
4.01M $2.35B
JNJ
Johnson & Johnson

Healthcare
990K
+ 7.53%
$145.48 - $167.38 $144M - $166M
14.1M $2.29B
HD
Home Depot, Inc.

Consumer Cyclical
175K
+ 3.77%
$333.64 - $405.2 $58.4M - $70.9M
4.82M $1.95B
ABBV
Abb Vie Inc.

Healthcare
417K
+ 4.72%
$163.84 - $199.33 $68.3M - $83.1M
9.26M $1.83B
MA
Mastercard Inc

Financial Services
171K
+ 4.3%
$429.6 - $500.99 $73.7M - $85.9M
4.16M $2.05B
COST
Costco Wholesale Corp

Consumer Defensive
266K
+ 17.28%
$801.83 - $917.05 $213M - $244M
1.8M $1.6B
ORCL
Oracle Corp

Technology
392K
+ 5.36%
$125.9 - $170.35 $49.3M - $66.8M
7.71M $1.31B
CSCO
Cisco Systems, Inc.

Technology
2.33M
+ 8.81%
$44.74 - $53.22 $104M - $124M
28.7M $1.53B
IBM
International Business Machines Corp

Technology
188K
+ 3.92%
$175.1 - $223.38 $32.9M - $42M
4.98M $1.1B
V
Visa Inc.

Financial Services
490K
+ 6.38%
$253.74 - $291.56 $124M - $143M
8.16M $2.24B
CRM
Salesforce, Inc.

Technology
534K
+ 15.28%
$238.42 - $276.53 $127M - $148M
4.03M $1.1B
DE
Deere & CO

Industrials
256K
+ 11.95%
$344.84 - $418.0 $88.4M - $107M
2.4M $1B
ABT
Abbott Laboratories

Healthcare
1.08M
+ 14.6%
$100.07 - $118.13 $109M - $128M
8.51M $971M
T
At&T Inc.

Communication Services
2.62M
+ 5.65%
$18.21 - $22.28 $47.8M - $58.4M
49M $1.08B
CAT
Caterpillar Inc

Industrials
29.1K
+ 0.95%
$316.8 - $391.12 $9.22M - $11.4M
3.1M $1.21B
TGT
Target Corp

Consumer Defensive
868K
+ 27.88%
$133.47 - $159.25 $116M - $138M
3.98M $621M
LMT
Lockheed Martin Corp

Industrials
34.8K
+ 2.98%
$460.3 - $584.56 $16M - $20.4M
1.2M $704M
KO
Coca Cola CO

Consumer Defensive
314K
+ 2.07%
$62.69 - $73.01 $19.7M - $22.9M
15.5M $1.11B
VZ
Verizon Communications Inc

Communication Services
299K
+ 0.84%
$38.89 - $45.0 $11.6M - $13.4M
35.9M $1.61B
NVS
Novartis Ag

Healthcare
685K
+ 9.25%
$106.13 - $120.89 $72.7M - $82.9M
8.09M $931M
AXP
American Express CO

Financial Services
109K
+ 3.86%
$225.92 - $271.17 $24.6M - $29.5M
2.93M $793M
NVDA
Nvidia Corp

Technology
2.74M
+ 2.98%
$98.91 - $134.91 $271M - $370M
94.8M $11.5B
SHW
Sherwin Williams CO

Basic Materials
58.2K
+ 4.42%
$294.65 - $384.0 $17.1M - $22.3M
1.38M $525M
MET
Metlife Inc

Financial Services
748K
+ 13.86%
$67.96 - $82.48 $50.8M - $61.7M
6.14M $507M
O
Realty Income Corp

Real Estate
46.5K
+ 0.4%
$52.36 - $63.42 $2.43M - $2.95M
11.7M $744M
NKE
Nike, Inc.

Consumer Cyclical
821K
+ 19.79%
$71.09 - $89.44 $58.4M - $73.4M
4.97M $439M
CSX
Csx Corp

Industrials
3.25M
+ 26.15%
$32.48 - $35.45 $106M - $115M
15.7M $541M
ADP
Automatic Data Processing Inc

Industrials
134K
+ 5.83%
$233.44 - $279.45 $31.2M - $37.4M
2.43M $673M
KR
Kroger CO

Consumer Defensive
402K
+ 2.96%
$50.43 - $57.3 $20.3M - $23M
14M $802M
TRV
Travelers Companies, Inc.

Financial Services
89.6K
+ 2.94%
$201.87 - $242.35 $18.1M - $21.7M
3.13M $734M
LAD
Lithia Motors Inc

Consumer Cyclical
151K
+ 14.85%
$243.05 - $320.83 $36.7M - $48.4M
1.17M $371M
TD
Toronto Dominion Bank

Financial Services
982K
+ 16.91%
$54.54 - $64.56 $53.6M - $63.4M
6.79M $429M
FYBR
Frontier Communications Parent, Inc.

Communication Services
972K
+ 12.02%
$25.53 - $38.68 $24.8M - $37.6M
9.06M $322M
PGR
Progressive Corp

Financial Services
165K
+ 11.22%
$209.46 - $259.24 $34.5M - $42.7M
1.63M $414M
SOFI
So Fi Technologies, Inc.

Financial Services
11.6M
+ 88.91%
$6.32 - $8.19 $73.5M - $95.3M
24.7M $194M
BWA
Borgwarner Inc

Consumer Cyclical
1.9M
+ 22.04%
$31.19 - $36.75 $59.3M - $69.9M
10.5M $382M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2M
+ 31.45%
$31.95 - $38.02 $64M - $76.2M
8.38M $314M
APP
App Lovin Corp

Technology
222K
+ 14.87%
$67.14 - $130.65 $14.9M - $29M
1.72M $224M
UNP
Union Pacific Corp

Industrials
133K
+ 4.07%
$221.78 - $256.09 $29.6M - $34.1M
3.41M $839M
BK
Bank Of New York Mellon Corp

Financial Services
44.4K
+ 0.61%
$59.54 - $72.17 $2.64M - $3.2M
7.3M $524M
GIS
General Mills Inc

Consumer Defensive
429K
+ 7.92%
$62.5 - $75.15 $26.8M - $32.2M
5.84M $431M
CMA
Comerica Inc

Financial Services
876K
+ 21.66%
$49.93 - $61.49 $43.7M - $53.9M
4.92M $295M
JXN
Jackson Financial Inc.

Financial Services
132K
+ 2.95%
$69.1 - $91.97 $9.1M - $12.1M
4.6M $420M
NOC
Northrop Grumman Corp

Industrials
46.9K
+ 6.86%
$423.73 - $533.14 $19.9M - $25M
730K $386M
DAL
Delta Air Lines, Inc.

Industrials
1.06M
+ 10.71%
$37.32 - $51.8 $39.7M - $55.1M
11M $559M
MDLZ
Mondelez International, Inc.

Consumer Defensive
180K
+ 2.0%
$64.35 - $75.71 $11.6M - $13.6M
9.15M $674M
STZ
Constellation Brands, Inc.

Consumer Defensive
331K
+ 33.02%
$236.42 - $259.82 $78.3M - $86M
1.33M $343M
SSB
South State Corp

Financial Services
161K
+ 4.84%
$75.47 - $101.63 $12.2M - $16.4M
3.49M $339M
Activity Summary
Buys All Purchases 1784 New Holdings 71 Increased Positions 1713 Sells All Sells 1450 Reductions 1450 Sold out 0 Options Calls 0 Puts 0
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