DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

LKFN — Lakeland Financial Corp

Top Portfolio Positions

3,113 positions · $452,400,628,872 total · as of Sep 30, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	93,042,343	$17,359,840,354	3.84%
AAPL	Apple Inc. Technology	57,323,012	$14,596,158,543	3.23%
MSFT	Microsoft Corp Technology	25,925,159	$13,427,936,102	2.97%
META	Meta Platforms, Inc. Communication Services	9,322,028	$6,845,910,920	1.51%
AMZN	Amazon Com Inc Consumer Cyclical	30,093,857	$6,607,708,179	1.46%
JPM	Jpmorgan Chase & Co Financial Services	18,693,071	$5,896,355,382	1.30%
GOOGL	Alphabet Inc. Communication Services	20,579,829	$5,002,956,427	1.11%
AVGO	Broadcom Inc. Technology	11,368,828	$3,750,690,044	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	7,094,416	$3,566,646,697	0.79%
XOM	Exxon Mobil Corp Energy	30,125,550	$3,396,655,760	0.75%

23 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-09-30	$46,622,038	726,200	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$44,965,543	731,742	-4.1%	Shares	Sole	2025-08-12
2025-03-31	$45,358,067	763,090	-5.5%	Shares	Sole	2025-05-13
2024-12-31	$55,525,416	807,525	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$52,175,314	801,218	-1.9%	Shares	Sole	2024-11-07
2024-06-30	$50,234,091	816,549	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$53,416,183	805,431	+3.1%	Shares	Sole	2024-05-10
2023-12-31	$50,917,912	781,429	+1.4%	Shares	Sole	2024-02-07
2023-09-30	$36,583,779	770,834	-0.5%	Shares	Sole	2023-11-09
2023-06-30	$37,599,455	774,927	+0.3%	Shares	Sole	2023-08-09
2023-03-31	$48,405,246	772,753	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$55,654,801	762,708	-0.4%	Shares	Sole	2023-02-09
2022-09-30	$55,743,333	765,600	-0.8%	Shares	Sole	2022-11-10
2022-06-30	$51,274,244	771,970	-2.8%	Shares	Sole	2022-08-12
2022-03-31	$58,005,946	794,602	-0.3%	Shares	Defined	2022-05-13
2021-12-31	$63,854,349	796,785	-1.5%	Shares	Defined	2022-02-09
2021-09-30	$57,620,906	808,828	-1.4%	Shares	Defined	2021-11-12
2021-06-30	$50,584,989	820,652	-4.2%	Shares	Defined	2021-08-12
2021-03-31	$59,266,009	856,569	-6.5%	Shares	Defined	2021-05-14
2020-12-31	$49,062,777	915,692	-5.7%	Shares	Defined	2021-02-25
2020-09-30	$39,990,409	970,641	-4.7%	Shares	Defined	2020-11-12
2020-06-30	$47,463,888	1,018,757	-0.4%	Shares	Defined	2020-08-13
2020-03-31	$37,574,927	1,022,447	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.