DIMENSIONAL FUND ADVISORS LP
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 476,724,134
- Description
- Austin Texas based advisory led wealth manager with a partner led organization and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through valuation anchored sizing and mandate continuity.
- Website
- https://www.dimensional.com/
- Founded
- 1981
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 3,240 | 476,724,134 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q3 2025 | 11/12/2025 | 3,271 | 466,005,577 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2025 | 8/12/2025 | 3,272 | 431,918,807 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2025 | 5/13/2025 | 3,320 | 402,314,855 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2024 | 2/13/2025 | 3,339 | 416,375,321 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q3 2024 | 11/7/2024 | 3,349 | 412,281,377 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2024 | 8/9/2024 | 3,373 | 382,853,366 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2024 | 5/10/2024 | 3,387 | 369,363,963 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2023 | 2/7/2024 | 3,412 | 342,467,290 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q3 2023 | 11/9/2023 | 3,467 | 304,903,161 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2023 | 8/9/2023 | 3,480 | 313,770,633 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2023 | 5/12/2023 | 3,461 | 296,871,340 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2022 | 2/9/2023 | 3,491 | 338,465,354 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q3 2022 | 11/10/2022 | 3,488 | 260,466,636 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2022 | 8/12/2022 | 3,463 | 278,780,079 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2022 | 5/13/2022 | 3,512 | 324,622,321 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2021 | 2/9/2022 | 3,537 | 330,747,838 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q3 2021 | 11/12/2021 | 3,498 | 310,447,050 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2021 | 8/12/2021 | 3,459 | 315,842,675 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2021 | 5/14/2021 | 3,408 | 302,338,008 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2020 | 3/8/2021 | 3,342 | 276,927,650 | 13F-HR/A - RESTATEMENT | DIMENSIONAL FUND ADVISORS LP |
| Q4 2020 | 2/25/2021 | 3,342 | 278,099,675 | 13F-HR/A - NEW HOLDINGS | DIMENSIONAL FUND ADVISORS LP |
| Q4 2020 | 2/11/2021 | 3,339 | 276,895,675 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q3 2020 | 11/12/2020 | 3,331 | 235,815,312 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2020 | 8/13/2020 | 3,338 | 227,512,543 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2020 | 5/14/2020 | 3,374 | 191,951,186 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2019 | 2/14/2020 | 3,379 | 274,391,971 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q2 2014 | 8/8/2014 | 3,593 | 143,860,184 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q1 2014 | 5/14/2014 | 3,595 | 133,831,716 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
| Q4 2013 | 2/12/2014 | 3,540 | 128,327,929 | 13F-HR | DIMENSIONAL FUND ADVISORS LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 475.9 M | 99.8% | 10.65 M | 0 | 10.65 M |
| ETFs | 13.1 K | 0.0% | 0 | 2.588 K | -2.588 K |
| Other | 790.7 K | 0.2% | 69.89 K | 0 | 69.89 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
476,724,134
Holdings
3240
QoQ value change ($000)
10,718,557
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.