DIMENSIONAL FUND ADVISORS LP
•CIK: 354204•Filing: Q4 2025
Dimensional Fund Advisors LP, managed by the renowned team of David Booth and Rex Sinquefield, maintains a disciplined, quantitative approach focused on low-cost, diversified portfolios. Recently, the fund has made notable moves by adding Ultra Logistics, Cushman & Wakefield, and Quidel Corp, while significantly increasing positions in Rocket Companies and Markel, reflecting a strategic pivot towards growth and value sectors.
Total AUM
$476.7B
QoQ Performance
+2.3%
Positions
3,202
Top 10 Concentration
34.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.7%
AAPL3.3%
MSFT2.7%
AMZN1.5%
META1.4%
GOOGL1.3%
JPM1.2%
GOOG1.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology32.7%
Other28.8%
Financial10.2%
Healthcare8.6%
Consumer6.5%
Industrial3.6%
Energy2.6%
Communication2.1%
🚪 Exited Positionssold since Q3 2025
+3066 more exited positions
Changes from Q3 2025
↑99 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023