Dimensional Fund Advisors at a glance
Dimensional Fund Advisors reported 3,189 positions worth $551.8 billion in its 13F-HR for Q2 2026, filed August 11, 2026. Its largest holdings were Nvidia Corporation (NVDA) at 3.4%, Apple Inc (AAPL) at 3.1% and Microsoft Corp (MSFT) at 2.1%.
- Versus Q1 2026, it opened 105 new positions, added to 994, trimmed 623 and sold out of 98. Reported portfolio value went from $481.4 billion to $551.8 billion.
- The 10 largest positions made up 18.0% of the reported portfolio.
- Largest estimated buys in Q2 2026: Kla Corp (KLAC) (added, about $1.9 billion), Amazon Com Inc (AMZN) (added, about $708.9 million) and Astrazeneca PLC (new position, about $551.0 million).
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Dimensional Fund Advisors shares worth $1.1 billion in 13F-HR filings.
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $551.8B
- +14.6% vs prior quarter
- Positions
- 3,189
- 105 new · 98 sold out
- Top 10 weight
- 18.0%
- Concentration of the 13F book
- Turnover
- 4%
- Quarter-over-quarter
- 13F holders
- 33 funds
- $1.1B · +3 vs prior quarter
Dimensional Fund Advisors top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 11, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Nvidia CorporationNVDA | 3.44% | $19.0B | 94,848,148 | Held |
| 2 | Apple IncAAPL | 3.12% | $17.2B | 59,504,383 | Held |
| 3 | Microsoft CorpMSFT | 2.07% | $11.4B | 30,610,857 | Held |
| 4 | Alphabet IncGOOGL | 2.06% | $11.4B | 31,924,715 | Held |
| 5 | Amazon Com IncAMZN | 1.81% | $10.0B | 42,004,016 | Added |
| 6 | Micron Technology IncMU | 1.42% | $7.8B | 6,768,971 | Held |
| 7 | Meta Platforms IncMETA | 1.15% | $6.4B | 11,289,886 | Added |
| 8 | Jpmorgan Chase & CoJPM | 1.15% | $6.4B | 19,418,112 | Held |
| 9 | Broadcom IncAVGO | 0.90% | $4.9B | 13,083,654 | Held |
| 10 | Eli Lilly & CoLLY | 0.87% | $4.8B | 4,003,417 | Held |
| 11 | Johnson & JohnsonJNJ | 0.71% | $3.9B | 15,385,556 | Held |
| 12 | Exxon Mobil CorpXOM | 0.69% | $3.8B | 27,883,032 | Held |
| 13 | Berkshire Hathaway IncBRK-A | 0.68% | $3.7B | 7,475,815 | Held |
| 14 | Visa IncV | 0.56% | $3.1B | 9,052,248 | Held |
| 15 | Cisco Sys IncCSCO | 0.53% | $2.9B | 25,077,384 | Trimmed |
| 16 | Caterpillar IncCAT | 0.53% | $2.9B | 2,742,185 | Held |
| 17 | Lam Research CorpLRCX | 0.47% | $2.6B | 5,956,458 | Trimmed |
| 18 | Intel CorpINTC | 0.45% | $2.5B | 17,669,851 | Held |
| 19 | Advanced Micro Devices IncAMD | 0.41% | $2.3B | 3,937,191 | Trimmed |
| 20 | Merck & Co IncMRK | 0.41% | $2.2B | 17,486,486 | Added |
Source: Dimensional Fund Advisors 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Dimensional Fund Advisors biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Kla CorpKLAC | Added | +$1.9B | 7,008,040 | 0.38% |
| Sandisk CorpSNDK | Trimmed | −$766.9M | 539,130 | 0.22% |
| Amazon Com IncAMZN | Added | +$708.9M | 42,004,016 | 1.81% |
| Advanced Micro Devices IncAMD | Trimmed | −$700.1M | 3,937,191 | 0.41% |
| Astrazeneca PLC | New | +$551.0M | 2,904,886 | 0.10% |
| Carnival Corp LtdCCL | New | +$494.4M | 17,299,467 | 0.09% |
| Meta Platforms IncMETA | Added | +$484.5M | 11,289,886 | 1.15% |
| Carnival Corp | Sold out | −$411.4M | 0 | - |
| Booking Holdings IncBKNG | Added | +$394.1M | 2,301,930 | 0.07% |
| Honeywell Aerospace IncHONA | New | +$387.1M | 1,751,718 | 0.07% |
| Honeywell Intl IncHON | Trimmed | −$365.9M | 1,752,216 | 0.07% |
| Coterra Energy IncCTRA | Sold out | −$361.7M | 0 | - |
Estimated flow = change in share count × quarter-end price (105 new, 994 added, 623 trimmed, 98 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
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13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate Dimensional Fund Advisors share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.05B |
| Q1 2026 | 30 | $788.3M |
| Q4 2025 | 30 | $697.0M |
| Q3 2025 | 33 | $701.5M |
| Q2 2025 | 32 | $504.5M |
| Q1 2025 | 26 | $429.9M |
| Q4 2024 | 21 | $220.3M |
| Q3 2024 | 18 | $78.7M |
- AQR Capital Management+808.2K (+37%)
- Raymond James Financial+770.3K (+17%)
- Wells Fargo & Co+247.6K (+123%)
- Citigroup+150.4K (+60%)
- JPMorgan Chase & Co+142.8K (+8%)
- Fifth Third Bancorp−50.5K (-3%)
- Renaissance Technologies LLC−50.2K (-52%)
- NICOLET BANKSHARES INC−20.3K (-13%)
- Ameriprise Financial−18.8K (-49%)
- Regions Financial Corporation−3.3K (-1%)
- Two Sigma Investments+1.11M
- D.E. Shaw & Co+11.8K
- PARK NATIONAL CORP /OH/+4.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Latest Dimensional Fund Advisors SEC filings
Dimensional Fund Advisors 13F holdings: frequently asked questions
What stocks does Dimensional Fund Advisors own?
In its 13F-HR for Q2 2026 (filed August 11, 2026), Dimensional Fund Advisors reported 3,189 positions worth $551.8 billion. The largest were Nvidia Corporation (NVDA), 3.4%; Apple Inc (AAPL), 3.1%; Microsoft Corp (MSFT), 2.1%; Alphabet Inc (GOOGL), 2.1%; Amazon Com Inc (AMZN), 1.8%. The top 10 positions were 18.0% of the portfolio.
What did Dimensional Fund Advisors buy in Q2 2026?
Compared with Q1 2026, Dimensional Fund Advisors's largest estimated purchases were Kla Corp (KLAC) (added, about $1.9 billion), Amazon Com Inc (AMZN) (added, about $708.9 million), Astrazeneca PLC (new position, about $551.0 million), Carnival Corp Ltd (CCL) (new position, about $494.4 million) and Meta Platforms Inc (META) (added, about $484.5 million). In total it opened 105 new positions and added to 994. Amounts are estimated from share-count changes at quarter-end prices.
What did Dimensional Fund Advisors sell in Q2 2026?
Compared with Q1 2026, Dimensional Fund Advisors's largest estimated sales were Sandisk Corp (SNDK) (trimmed, about $766.9 million), Advanced Micro Devices Inc (AMD) (trimmed, about $700.1 million), Carnival Corp (sold out, about $411.4 million), Honeywell Intl Inc (HON) (trimmed, about $365.9 million) and Coterra Energy Inc (CTRA) (sold out, about $361.7 million). In total it sold out of 98 positions and trimmed 623.
When does Dimensional Fund Advisors file 13F reports?
Dimensional Fund Advisors's latest 13F-HR was filed August 11, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
Which institutions hold Dimensional Fund Advisors stock?
As of June 30, 2026, the largest Dimensional Fund Advisors holders among the 13F filers tracked by SignalX were Bank of America Corp ($263.9 million), Raymond James Financial ($238.7 million), AQR Capital Management ($132.4 million), JPMorgan Chase & Co ($90.3 million), Fifth Third Bancorp ($70.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What is Dimensional Fund Advisors's SEC CIK number?
Dimensional Fund Advisors's SEC Central Index Key (CIK) is 354204. EDGAR lists every Dimensional Fund Advisors filing under that number.
Ask anything about Dimensional Fund Advisors
The research agent reads Dimensional Fund Advisors's filings, financials, insider trades and 13F holders, then answers with sources.