DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

BSRR — Sierra Bancorp

Top Portfolio Positions

3,159 positions · $475,312,347,506 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.47%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.13%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.71%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.26%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.17%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.11%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.01%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.83%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.81%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,519,344	929,226	-1.0%	Shares	Sole	2026-05-07
2025-12-31	$30,685,570	938,971	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$27,331,627	945,404	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$28,253,150	951,605	-0.8%	Shares	Sole	2025-08-12
2025-03-31	$26,752,224	959,549	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$28,138,521	972,978	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$28,208,133	976,736	-0.9%	Shares	Sole	2024-11-07
2024-06-30	$22,053,585	985,415	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$20,115,461	995,815	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$22,474,027	996,631	+0.3%	Shares	Sole	2024-02-07
2023-09-30	$18,832,644	993,283	-2.2%	Shares	Sole	2023-11-09
2023-06-30	$17,239,057	1,015,855	-5.5%	Shares	Sole	2023-08-09
2023-03-31	$18,516,475	1,075,289	-1.4%	Shares	Sole	2023-05-12
2022-12-31	$23,162,366	1,090,507	+0.7%	Shares	Sole	2023-02-09
2022-09-30	$21,389,801	1,083,028	-0.1%	Shares	Sole	2022-11-10
2022-06-30	$23,565,835	1,084,484	+2.3%	Shares	Sole	2022-08-12
2022-03-31	$26,481,622	1,060,113	+0.2%	Shares	Defined	2022-05-13
2021-12-31	$28,721,659	1,057,888	-3.9%	Shares	Defined	2022-02-09
2021-09-30	$26,739,612	1,101,302	-0.9%	Shares	Defined	2021-11-12
2021-06-30	$28,273,346	1,110,937	-1.0%	Shares	Defined	2021-08-12
2021-03-31	$30,081,847	1,122,457	-1.8%	Shares	Defined	2021-05-14
2020-12-31	$27,343,430	1,143,120	+0.0%	Shares	Defined	2021-02-25
2020-09-30	$19,192,682	1,143,102	-0.3%	Shares	Defined	2020-11-12
2020-06-30	$21,653,453	1,146,899	+1.6%	Shares	Defined	2020-08-13
2020-03-31	$19,853,076	1,129,299	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.