Dimensional Fund Advisors LP Reduced Holdings in Q2 2025

Dimensional Fund Advisors LP

  • $418 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-895K
- 2.7%
$99.93 - $119.04 $89.4M - $107M
32.2M $3.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-206K
- 2.81%
$483.48 - $539.8 $99.7M - $111M
7.12M $3.46B
CVX
Chevron Corp

Energy
-522K
- 4.25%
$133.73 - $168.51 $69.8M - $87.9M
11.8M $1.68B
LLY
Eli Lilly & CO

Healthcare
-106K
- 2.79%
$713.71 - $898.95 $75.7M - $95.3M
3.69M $2.88B
COP
Conocophillips

Energy
-625K
- 5.23%
$82.66 - $106.1 $51.6M - $66.3M
11.3M $1.02B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-37.2K
- 2.15%
$390.26 - $489.06 $14.5M - $18.2M
1.69M $686M
TMUS
T Mobile Us, Inc.

Communication Services
-227K
- 5.62%
$220.99 - $268.54 $50.1M - $60.9M
3.81M $907M
MRK
Merck & Co., Inc.

Healthcare
-291K
- 2.67%
$73.47 - $87.12 $21.4M - $25.4M
10.6M $841M
DE
Deere & CO

Industrials
-462K
- 18.16%
$412.99 - $531.48 $191M - $246M
2.08M $1.06B
ELV
Elevance Health, Inc.

Healthcare
-117K
- 6.54%
$372.27 - $452.69 $43.7M - $53.1M
1.68M $653M
PSX
Phillips 66

Energy
-854K
- 22.92%
$92.87 - $125.73 $79.3M - $107M
2.87M $343M
CMCSA
Comcast Corp

Communication Services
-1.95M
- 5.81%
$32.84 - $36.72 $64.1M - $71.7M
31.6M $1.13B
CHK
Chesapeake Energy Corp

Energy
-1.15M
- 33.57%
N/A
2.27M $194M
VLO
Valero Energy Corp

Energy
-786K
- 18.66%
$104.69 - $141.77 $82.2M - $111M
3.42M $460M
CORT
Corcept Therapeutics Inc

Healthcare
-51K
- 2.39%
$62.24 - $91.93 $3.17M - $4.69M
2.09M $153M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-646K
- 15.15%
$53.23 - $70.65 $34.4M - $45.6M
3.62M $209M
AR
Antero Resources Corp

Energy
-2.21M
- 26.78%
$31.92 - $43.78 $70.6M - $96.8M
6.05M $244M
DOW
Dow Inc.

Basic Materials
-792K
- 9.63%
$25.81 - $34.89 $20.4M - $27.6M
7.43M $197M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-51.8K
- 9.06%
$483.07 - $625.6 $25M - $32.4M
519K $273M
ESGR
Enstar Group LTD

Financial Services
-260K
- 49.12%
$330.1 - $336.55 $85.9M - $87.6M
270K $90.7M
TTWO
Take Two Interactive Software Inc

Communication Services
-473K
- 42.23%
$194.58 - $243.05 $92M - $115M
647K $157M
OXY
Occidental Petroleum Corp

Energy
-310K
- 3.81%
$36.11 - $49.33 $11.2M - $15.3M
7.82M $328M
DVN
Devon Energy Corp

Energy
-436K
- 4.72%
$26.8 - $37.92 $11.7M - $16.5M
8.8M $280M
HP
Helmerich & Payne, Inc.

Energy
-111K
- 2.02%
$15.16 - $26.78 $1.68M - $2.97M
5.37M $81.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-41.8K
- 2.03%
$212.1 - $244.27 $8.87M - $10.2M
2.02M $442M
HAL
Halliburton CO

Energy
-684K
- 7.26%
$19.26 - $25.7 $13.2M - $17.6M
8.74M $178M
GIS
General Mills Inc

Consumer Defensive
-92.4K
- 1.32%
$50.37 - $60.97 $4.66M - $5.64M
6.89M $357M
CBZ
Cbiz, Inc.

Industrials
-741K
- 52.53%
$66.19 - $79.64 $49M - $59M
669K $48M
POST
Post Holdings, Inc.

Consumer Defensive
-334K
- 11.01%
$107.47 - $118.46 $35.9M - $39.6M
2.7M $295M
UNM
Unum Group

Financial Services
-689K
- 16.08%
$70.48 - $82.91 $48.6M - $57.2M
3.6M $291M
AGI
Alamos Gold Inc

Basic Materials
-2.15M
- 34.42%
$23.81 - $30.33 $51.1M - $65.1M
4.09M $109M
OMC
Omnicom Group Inc.

Communication Services
-320K
- 10.07%
$69.22 - $79.77 $22.2M - $25.6M
2.86M $206M
FANG
Diamondback Energy, Inc.

Energy
-59K
- 2.66%
$119.25 - $161.49 $7.04M - $9.53M
2.16M $296M
HUN
Huntsman Corp

Basic Materials
-544K
- 5.63%
$10.28 - $15.52 $5.59M - $8.44M
9.12M $95.1M
PPC
Pilgrims Pride Corp

Consumer Defensive
-651K
- 22.42%
$44.55 - $56.26 $29M - $36.6M
2.25M $101M
TGT
Target Corp

Consumer Defensive
-265K
- 5.11%
$88.76 - $105.77 $23.6M - $28.1M
4.93M $486M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-122K
- 5.35%
$67.83 - $92.33 $8.31M - $11.3M
2.17M $157M
GILD
Gilead Sciences, Inc.

Healthcare
-376K
- 3.58%
$96.91 - $113.0 $36.4M - $42.5M
10.1M $1.12B
MUR
Murphy Oil Corp

Energy
-262K
- 3.29%
$19.62 - $29.21 $5.15M - $7.66M
7.71M $174M
ACIW
Aci Worldwide, Inc.

Technology
-518K
- 17.07%
$44.59 - $57.17 $23.1M - $29.6M
2.52M $115M
STLA
Stellantis N.V.

Consumer Cyclical
-4.03M
- 48.75%
$8.53 - $11.27 $34.4M - $45.4M
4.23M $42.5M
LBRT
Liberty Energy Inc.

Energy
-573K
- 5.8%
$10.0 - $16.08 $5.73M - $9.21M
9.3M $107M
COST
Costco Wholesale Corp

Consumer Defensive
-139K
- 6.96%
$908.13 - $1056.85 $126M - $147M
1.86M $1.84B
CVCO
Cavco Industries Inc.

Consumer Cyclical
-56.5K
- 19.68%
$396.53 - $537.62 $22.4M - $30.4M
230K $100M
CI
Cigna Corp

Healthcare
-157K
- 6.5%
$301.89 - $340.04 $47.5M - $53.5M
2.27M $749M
RSG
Republic Services, Inc.

Industrials
-211K
- 18.95%
$227.2 - $258.07 $47.9M - $54.4M
902K $222M
MAN
Manpower Group Inc.

Industrials
-43.5K
- 1.72%
$38.37 - $58.77 $1.67M - $2.56M
2.49M $101M
AIG
American International Group, Inc.

Financial Services
-405K
- 5.85%
$77.56 - $87.72 $31.4M - $35.5M
6.52M $558M
SM
Sm Energy CO

Energy
-416K
- 6.6%
$20.39 - $30.52 $8.49M - $12.7M
5.89M $146M
Activity Summary
Buys All Purchases 1705 New Holdings 61 Increased Positions 1644 Sells All Sells 1455 Reductions 1455 Sold out 0 Options Calls 0 Puts 0
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