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
TDS
Telephone & Data Systems Inc

Communication Services
108K
+ 1.72%
$32.18 - $40.31 $3.46M - $4.33M
6.35M $246M
DUK
Duke Energy Corp

Utilities
48.1K
+ 2.54%
$105.87 - $121.97 $5.09M - $5.86M
1.94M $237M
SPOT
Spotify Technology S.A.

Communication Services
21.5K
+ 10.55%
$457.79 - $648.32 $9.84M - $13.9M
225K $124M
AEP
American Electric Power CO Inc

Utilities
44.1K
+ 2.73%
$90.32 - $109.27 $3.98M - $4.82M
1.66M $181M
EOG
Eog Resources Inc

Energy
36.8K
+ 0.75%
$120.54 - $138.05 $4.43M - $5.08M
4.91M $630M
KMB
Kimberly Clark Corp

Consumer Defensive
47.3K
+ 2.07%
$124.46 - $147.4 $5.88M - $6.97M
2.33M $332M
WTW
Willis Towers Watson PLC

Financial Services
30.7K
+ 3.69%
$306.61 - $340.78 $9.41M - $10.5M
863K $292M
RIO
Rio Tinto PLC

Basic Materials
490K
+ 33.87%
$58.19 - $64.29 $28.5M - $31.5M
1.94M $116M
OSK
Oshkosh Corp

Industrials
355K
+ 15.3%
$89.56 - $116.4 $31.8M - $41.3M
2.67M $251M
AGCO
Agco Corp

Industrials
362K
+ 12.13%
$88.82 - $106.69 $32.1M - $38.6M
3.35M $310M
CDE
Coeur Mining, Inc.

Basic Materials
4.59M
+ 26.78%
$5.02 - $7.29 $23.1M - $33.5M
21.8M $129M
TPL
Texas Pacific Land Corp

Energy
2.62K
+ 2.12%
$1180.08 - $1431.01 $3.1M - $3.75M
126K $167M
ESNT
Essent Group Ltd.

Financial Services
231K
+ 4.46%
$53.6 - $59.25 $12.4M - $13.7M
5.4M $312M
NXST
Nexstar Media Group, Inc.

Communication Services
10.5K
+ 0.79%
$146.34 - $182.75 $1.54M - $1.93M
1.34M $240M
HL
Hecla Mining CO

Basic Materials
2.31M
+ 8.7%
$5.07 - $6.37 $11.7M - $14.7M
28.8M $160M
OKTA
Okta, Inc.

Technology
7.69K
+ 0.71%
$78.83 - $116.72 $606K - $898K
1.1M $115M
ACI
Albertsons Companies, Inc.

Consumer Defensive
826K
+ 17.81%
$19.58 - $22.02 $16.2M - $18.2M
5.46M $120M
DOX
Amdocs LTD

Technology
182K
+ 9.42%
$82.21 - $92.02 $15M - $16.8M
2.12M $194M
CHE
Chemed Corp

Healthcare
19.4K
+ 9.75%
$521.84 - $615.32 $10.1M - $12M
219K $135M
DINO
Hf Sinclair Corp

Energy
1.34M
+ 19.52%
$30.66 - $38.48 $41M - $51.5M
8.19M $269M
UHS
Universal Health Services Inc

Healthcare
102K
+ 8.96%
$163.99 - $193.27 $16.7M - $19.7M
1.24M $233M
TFX
Teleflex Inc

Healthcare
356K
+ 69.46%
$130.79 - $183.66 $46.5M - $65.3M
868K $120M
G
Genpact LTD

Technology
779
+ 0.02%
$42.88 - $55.54 $33.4K - $43.3K
3.85M $194M
SHW
Sherwin Williams CO

Basic Materials
42.3K
+ 2.94%
$330.16 - $365.55 $14M - $15.5M
1.48M $517M
PPC
Pilgrims Pride Corp

Consumer Defensive
29.5K
+ 1.03%
$44.52 - $55.93 $1.32M - $1.65M
2.9M $158M
SO
Southern CO

Utilities
45.3K
+ 1.86%
$80.96 - $92.96 $3.67M - $4.21M
2.49M $229M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
427K
+ 22.19%
N/A
2.35M $152M
BUSE
First Busey Corp

Financial Services
1.6M
+ 45.6%
$21.26 - $25.35 $33.9M - $40.5M
5.1M $110M
WPC
W. P. Carey Inc.

Real Estate
3.23K
+ 0.1%
$53.5 - $65.05 $173K - $210K
3.17M $200M
SBAC
Sba Communications Corp

Real Estate
14.9K
+ 1.0%
$192.76 - $224.91 $2.88M - $3.36M
1.51M $332M
AM
Antero Midstream Corp

Energy
34.6K
+ 0.38%
$15.47 - $18.04 $535K - $624K
9.15M $165M
CSGP
Costar Group, Inc.

Real Estate
149K
+ 7.46%
$69.29 - $80.37 $10.3M - $12M
2.15M $170M
DASH
Door Dash, Inc.

Communication Services
87.3K
+ 11.88%
$168.37 - $213.38 $14.7M - $18.6M
822K $150M
CNXC
Concentrix Corp

Technology
305K
+ 39.14%
$42.45 - $65.04 $13M - $19.9M
1.09M $60.4M
MP
Mp Materials Corp.

Basic Materials
291K
+ 13.17%
$16.39 - $26.93 $4.76M - $7.82M
2.5M $61M
ORA
Ormat Technologies, Inc.

Utilities
304K
+ 19.15%
$62.47 - $72.93 $19M - $22.2M
1.89M $134M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.31M
+ 76.4%
$10.61 - $16.49 $24.5M - $38M
5.32M $66.3M
BLD
Top Build Corp

Industrials
93K
+ 24.98%
$295.17 - $354.82 $27.5M - $33M
465K $142M
COMP
Compass, Inc.

Technology
1.92M
+ 61.91%
$5.35 - $10.24 $10.3M - $19.7M
5.02M $43.8M
MKC
Mccormick & CO Inc

Consumer Defensive
177K
+ 9.83%
$71.24 - $84.73 $12.6M - $15M
1.98M $163M
HAS
Hasbro, Inc.

Consumer Cyclical
227K
+ 11.04%
$56.16 - $69.06 $12.8M - $15.7M
2.29M $141M
PR
Permian Resources Corporation

Energy
2.29M
+ 19.35%
$12.33 - $16.0 $28.2M - $36.6M
14.1M $195M
EHC
Encompass Health Corp

Healthcare
94K
+ 5.29%
$91.05 - $102.2 $8.56M - $9.61M
1.87M $190M
CAH
Cardinal Health Inc

Healthcare
7.94K
+ 0.64%
$118.02 - $137.77 $937K - $1.09M
1.25M $172M
AOS
Smith A O Corp

Industrials
438K
+ 35.57%
$65.16 - $72.69 $28.6M - $31.9M
1.67M $109M
FAF
First American Financial Corp

Financial Services
187K
+ 4.72%
$57.7 - $66.47 $10.8M - $12.4M
4.15M $272M
ROL
Rollins Inc

Consumer Cyclical
98.6K
+ 3.91%
$45.65 - $54.03 $4.5M - $5.33M
2.62M $141M
QCOM
Qualcomm Inc

Technology
160K
+ 3.55%
$151.94 - $175.86 $24.3M - $28.2M
4.67M $717M
ROIV
Roivant Sciences Ltd.

Healthcare
2.46M
+ 1870.71%
$10.09 - $12.08 $24.8M - $29.7M
2.59M $26.1M
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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