Dimensional Fund Advisors LP Incresed Positions in Q3 2025

Dimensional Fund Advisors LP

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
894K
+ 40.68%
$232.56 - $304.78 $208M - $272M
3.09M $762M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
299K
+ 11.77%
$105.93 - $131.8 $31.7M - $39.4M
2.84M $374M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.16M
+ 35.9%
$65.64 - $78.22 $142M - $169M
8.18M $548M
OVV
Ovintiv Inc.

Energy
1.93M
+ 25.82%
$38.53 - $43.17 $74.3M - $83.2M
9.39M $379M
VTRS
Viatris Inc

Healthcare
6.11M
+ 19.53%
$8.74 - $10.69 $53.4M - $65.3M
37.4M $370M
WMT
Walmart Inc.

Consumer Defensive
88.5K
+ 0.57%
$94.4 - $104.27 $8.36M - $9.23M
15.5M $1.6B
MA
Mastercard Inc

Financial Services
107K
+ 2.68%
$550.18 - $598.96 $59.1M - $64.3M
4.11M $2.34B
GD
General Dynamics Corp

Industrials
39.1K
+ 2.59%
$293.92 - $341.0 $11.5M - $13.3M
1.55M $528M
LHX
L3 Harris Technologies, Inc.

Industrials
36K
+ 2.56%
$252.18 - $305.41 $9.07M - $11M
1.44M $440M
AZN
Astrazeneca PLC

Healthcare
582K
+ 9.35%
$68.72 - $82.11 $40M - $47.8M
6.81M $522M
PFE
Pfizer Inc

Healthcare
1.58M
+ 4.54%
$23.29 - $25.88 $36.8M - $40.9M
36.3M $926M
ROST
Ross Stores, Inc.

Consumer Cyclical
43.8K
+ 1.45%
$127.59 - $152.81 $5.59M - $6.7M
3.07M $468M
SOFI
So Fi Technologies, Inc.

Financial Services
67.5K
+ 0.69%
$17.64 - $29.81 $1.19M - $2.01M
9.79M $259M
RJF
Raymond James Financial Inc

Financial Services
227K
+ 10.67%
$154.64 - $176.43 $35.2M - $40.1M
2.36M $407M
MHK
Mohawk Industries Inc

Consumer Cyclical
37.5K
+ 1.23%
$107.23 - $139.75 $4.02M - $5.24M
3.09M $398M
RMBS
Rambus Inc

Technology
11K
+ 0.57%
$62.85 - $107.38 $693K - $1.18M
1.93M $201M
MDB
Mongo Db, Inc.

Technology
187K
+ 97.77%
$201.0 - $334.87 $37.6M - $62.7M
379K $118M
EQX
Equinox Gold Corp.

Basic Materials
1.19M
+ 10.21%
$5.78 - $11.34 $6.87M - $13.5M
12.8M $144M
AA
Alcoa Corp

Basic Materials
1.32M
+ 13.5%
$28.4 - $33.85 $37.6M - $44.8M
11.1M $366M
FISV
Fiserv Inc

Technology
607K
+ 23.99%
N/A
3.14M $393M
TOL
Toll Brothers, Inc.

Consumer Cyclical
40K
+ 1.4%
$113.78 - $148.0 $4.55M - $5.92M
2.9M $401M
MDT
Medtronic PLC

Healthcare
154K
+ 2.13%
$87.67 - $95.74 $13.5M - $14.8M
7.38M $703M
LNC
Lincoln National Corp

Financial Services
1.16M
+ 25.31%
$33.37 - $43.29 $38.6M - $50.1M
5.73M $231M
MRVL
Marvell Technology, Inc.

Technology
617K
+ 19.91%
$62.31 - $84.07 $38.5M - $51.9M
3.72M $313M
BDX
Becton Dickinson & CO

Healthcare
218K
+ 10.25%
$172.41 - $199.66 $37.5M - $43.5M
2.34M $438M
PKI
Perkinelmer Inc

Healthcare
596K
+ 38.99%
N/A
2.13M $257M
MRK
Merck & Co., Inc.

Healthcare
254K
+ 2.4%
$77.6 - $87.37 $19.7M - $22.2M
10.9M $913M
BMO
Bank Of Montreal

Financial Services
5.3K
+ 0.15%
$110.44 - $130.66 $586K - $693K
3.56M $463M
AMZN
Amazon Com Inc

Consumer Cyclical
290K
+ 0.97%
$211.65 - $238.24 $61.3M - $69M
30.1M $6.61B
UHS
Universal Health Services Inc

Healthcare
182K
+ 13.85%
$154.95 - $204.44 $28.2M - $37.2M
1.49M $306M
UBER
Uber Technologies, Inc

Technology
512K
+ 14.56%
$86.91 - $99.57 $44.5M - $51M
4.03M $395M
O
Realty Income Corp

Real Estate
434K
+ 3.54%
$56.13 - $60.79 $24.3M - $26.4M
12.7M $770M
BMY
Bristol Myers Squibb CO

Healthcare
1.87M
+ 11.52%
$43.31 - $48.98 $81.1M - $91.8M
18.1M $818M
ICE
Intercontinental Exchange, Inc.

Financial Services
553K
+ 29.35%
$167.28 - $188.45 $92.6M - $104M
2.44M $411M
CWK
Cushman & Wakefield PLC

Real Estate
280K
+ 2.25%
$11.09 - $16.87 $3.11M - $4.73M
12.7M $203M
BNS
Bank Of Nova Scotia

Financial Services
184K
+ 3.32%
$54.5 - $64.93 $10M - $11.9M
5.72M $370M
VSAT
Viasat Inc

Technology
1M
+ 43.51%
$14.47 - $32.92 $14.5M - $33M
3.31M $96.9M
USB
Us Bancorp \De\

Financial Services
661K
+ 6.69%
$43.94 - $50.41 $29M - $33.3M
10.5M $509M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
2.2M
+ 81.85%
$24.04 - $27.04 $52.8M - $59.4M
4.88M $129M
SU
Suncor Energy Inc

Energy
260K
+ 2.22%
$37.83 - $43.02 $9.82M - $11.2M
12M $501M
VMC
Vulcan Materials CO

Basic Materials
3.93K
+ 0.3%
$260.62 - $307.62 $1.02M - $1.21M
1.29M $398M
RSG
Republic Services, Inc.

Industrials
334K
+ 37.01%
$225.33 - $246.01 $75.2M - $82.1M
1.24M $284M
MKSI
Mks Instruments Inc

Technology
298K
+ 30.79%
$89.62 - $129.92 $26.7M - $38.7M
1.27M $157M
AFL
Aflac Inc

Financial Services
310K
+ 7.56%
$98.09 - $111.7 $30.4M - $34.7M
4.41M $493M
WRB
Berkley W R Corp

Financial Services
658K
+ 21.53%
$67.78 - $76.62 $44.6M - $50.4M
3.71M $284M
A
Agilent Technologies, Inc.

Healthcare
346K
+ 23.7%
$112.04 - $128.75 $38.8M - $44.6M
1.81M $232M
GRMN
Garmin LTD

Technology
16.6K
+ 1.12%
$211.13 - $246.22 $3.51M - $4.09M
1.49M $368M
SWK
Stanley Black & Decker, Inc.

Industrials
452K
+ 11.67%
$66.98 - $79.52 $30.3M - $36M
4.33M $322M
XYL
Xylem Inc.

Industrials
170K
+ 9.17%
$129.67 - $147.5 $22M - $25M
2.02M $298M
Activity Summary
Buys All Purchases 1676 New Holdings 94 Increased Positions 1582 Sells All Sells 1502 Reductions 1502 Sold out 0 Options Calls 0 Puts 0
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