DIMENSIONAL FUND ADVISORS LP
Q4 2024 13F-HR Holdings
Net value change ($000)
+4,093,944
(1.0%)
New positions
75
Sold out positions
85
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2024
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| NVDA | 1,595,697 | 13.9% |
| AAPL | 1,237,730 | 10.1% |
| AMZN | 1,150,491 | 22.2% |
| TSLA | 647,722 | 52.9% |
| AVGO | 573,563 | 32.0% |
| JPM | 496,340 | 10.8% |
| LRCX | 481,871 | NEW |
| GOOGL | 451,680 | 15.5% |
| V | 422,151 | 18.8% |
| META | 421,799 | 8.7% |
Top Reduces (Value $000, Stocks/ETFs)
| XOM | -672,480 | -15.9% |
| LRCX | -526,412 | -100.0% |
| SOUTHWESTERN ENERGY CO | -380,539 | -100.0% |
| LLY | -379,625 | -11.7% |
| BLK | -374,776 | -100.0% |
| AMT | -328,611 | -21.7% |
| PLD | -266,961 | -16.1% |
| ELV | -235,369 | -25.4% |
| MARATHON OIL CORP | -222,745 | -100.0% |
| DHR | -221,528 | -25.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|