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
NFG
National Fuel Gas CO

Energy
73.3K
+ 7.41%
$60.71 - $79.19 $4.45M - $5.8M
1.06M $84.2M
MGY
Magnolia Oil & Gas Corp

Energy
598K
+ 12.54%
$22.26 - $26.58 $13.3M - $15.9M
5.37M $136M
PAAS
Pan American Silver Corp

Basic Materials
505K
+ 25.97%
$20.61 - $26.7 $10.4M - $13.5M
2.45M $63.3M
PTCT
Ptc Therapeutics, Inc.

Healthcare
457K
+ 434.83%
$41.81 - $57.17 $19.1M - $26.1M
562K $28.6M
DG
Dollar General Corp

Consumer Defensive
25.2K
+ 1.41%
$68.44 - $87.93 $1.72M - $2.22M
1.81M $159M
HUM
Humana Inc

Healthcare
45.6K
+ 4.31%
$249.11 - $303.11 $11.4M - $13.8M
1.11M $292M
TTC
Toro CO

Industrials
434K
+ 39.46%
$71.86 - $87.28 $31.2M - $37.9M
1.53M $112M
SBUX
Starbucks Corp

Consumer Cyclical
39.7K
+ 1.42%
$91.75 - $115.81 $3.64M - $4.6M
2.83M $277M
EQX
Equinox Gold Corp.

Basic Materials
871K
+ 9.51%
$5.09 - $7.16 $4.43M - $6.23M
10M $69M
ZI
Zoom Info Technologies Inc.

Technology
2.55M
+ 48.73%
$9.43 - $12.01 $24.1M - $30.6M
7.79M $77.9M
YUM
Yum Brands Inc

Consumer Cyclical
3.34K
+ 0.35%
$123.25 - $162.53 $411K - $542K
948K $149M
EAT
Brinker International, Inc

Consumer Cyclical
46.9K
+ 5.09%
$133.46 - $189.14 $6.26M - $8.87M
968K $144M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
267K
+ 3.32%
$12.68 - $17.71 $3.39M - $4.74M
8.33M $131M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
58.1K
+ 2.9%
$98.98 - $113.18 $5.75M - $6.57M
2.06M $233M
STE
Steris PLC

Healthcare
10.6K
+ 1.17%
$202.46 - $232.74 $2.15M - $2.47M
920K $209M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
66.2K
+ 8.16%
$110.55 - $130.35 $7.32M - $8.63M
878K $112M
WCN
Waste Connections, Inc.

Industrials
57K
+ 13.18%
$169.89 - $195.19 $9.68M - $11.1M
490K $95.6M
FTNT
Fortinet, Inc.

Technology
173K
+ 6.64%
$92.49 - $114.57 $16M - $19.9M
2.78M $268M
PRA
Proassurance Corp

Financial Services
45.7K
+ 1.69%
$13.99 - $23.35 $639K - $1.07M
2.75M $64.2M
CRBG
Corebridge Financial, Inc.

Financial Services
372K
+ 6.82%
$29.61 - $34.68 $11M - $12.9M
5.83M $184M
PNW
Pinnacle West Capital Corp

Utilities
111K
+ 11.14%
$81.76 - $95.25 $9.05M - $10.5M
1.1M $105M
MKL
Markel Corp

Financial Services
2.19K
+ 1.87%
$1660.14 - $2059.83 $3.63M - $4.5M
119K $222M
AWK
American Water Works Company, Inc.

Utilities
22.6K
+ 2.98%
$121.01 - $149.31 $2.74M - $3.38M
780K $115M
TSN
Tyson Foods, Inc.

Consumer Defensive
52.3K
+ 1.94%
$54.27 - $63.81 $2.84M - $3.34M
2.75M $175M
PRGO
Perrigo CO PLC

Healthcare
146K
+ 2.09%
$23.5 - $29.47 $3.44M - $4.31M
7.14M $200M
BR
Broadridge Financial Solutions, Inc.

Technology
18.4K
+ 1.89%
$221.46 - $244.83 $4.07M - $4.5M
990K $240M
PLMR
Palomar Holdings, Inc.

Financial Services
16.6K
+ 2.95%
$101.51 - $137.08 $1.68M - $2.27M
578K $79.3M
BROS
Dutch Bros Inc.

Consumer Cyclical
212K
+ 28.99%
$55.77 - $85.37 $11.8M - $18.1M
944K $58.3M
HDB
Hdfc Bank LTD

Financial Services
255K
+ 24.12%
$58.06 - $66.85 $14.8M - $17.1M
1.31M $87.3M
LNC
Lincoln National Corp

Financial Services
208K
+ 7.24%
$30.06 - $39.23 $6.26M - $8.16M
3.08M $111M
DAN
Dana Inc

Consumer Cyclical
376K
+ 4.61%
$11.27 - $16.88 $4.24M - $6.34M
8.53M $114M
GXO
Gxo Logistics, Inc.

Industrials
810K
+ 28.96%
$36.31 - $46.18 $29.4M - $37.4M
3.61M $141M
OVV
Ovintiv Inc.

Energy
147K
+ 2.64%
$37.84 - $45.91 $5.55M - $6.74M
5.71M $244M
WMS
Advanced Drainage Systems, Inc.

Industrials
224K
+ 27.74%
$105.29 - $126.99 $23.6M - $28.4M
1.03M $112M
MT
Arcelor Mittal

Basic Materials
44.4K
+ 1.47%
$21.82 - $33.93 $970K - $1.51M
3.07M $88.7M
BAX
Baxter International Inc

Healthcare
62.5K
+ 1.92%
$29.26 - $36.57 $1.83M - $2.29M
3.31M $113M
RNR
Renaissancere Holdings LTD

Financial Services
101K
+ 15.26%
$226.55 - $263.22 $22.9M - $26.6M
763K $183M
ACGL
Arch Capital Group Ltd.

Financial Services
26.2K
+ 0.63%
$88.13 - $96.94 $2.31M - $2.54M
4.18M $402M
ENPH
Enphase Energy, Inc.

Technology
356K
+ 60.7%
$52.87 - $73.51 $18.8M - $26.2M
942K $58.5M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.02M
+ 14.81%
$25.27 - $28.3 $25.7M - $28.8M
7.89M $205M
WEC
Wec Energy Group, Inc.

Utilities
3.98K
+ 0.34%
$92.12 - $108.98 $366K - $433K
1.18M $129M
SMG
Scotts Miracle Gro CO

Basic Materials
368K
+ 194.39%
$54.76 - $77.7 $20.1M - $28.6M
557K $30.6M
AES
Aes Corp

Utilities
1.61M
+ 37.34%
$9.93 - $13.23 $15.9M - $21.2M
5.91M $73.4M
INGR
Ingredion Inc

Consumer Defensive
177K
+ 6.88%
$125.6 - $137.36 $22.3M - $24.4M
2.76M $373M
CCK
Crown Holdings Inc

Consumer Cyclical
83.5K
+ 5.38%
$78.77 - $91.74 $6.58M - $7.66M
1.64M $146M
EPAM
Epam Systems, Inc.

Technology
94.7K
+ 27.07%
N/A
444K $82.5M
BEN
Franklin Resources Inc

Financial Services
1.22M
+ 20.33%
$18.92 - $22.24 $23.1M - $27.1M
7.22M $139M
OGE
Oge Energy Corp.

Utilities
138K
+ 5.99%
$39.76 - $46.32 $5.48M - $6.39M
2.44M $112M
KNSL
Kinsale Capital Group, Inc.

Financial Services
26.3K
+ 13.21%
$416.48 - $494.72 $10.9M - $13M
225K $110M
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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