DIMENSIONAL FUND ADVISORS LP

Position in MO — Altria Group, Inc.

CIK 354204 AUSTIN, TX

Back to MO Full portfolio

Position in MO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$276,175,275

+$37,619,367 QoQ

Shares Held

4,185,108

+1.2% QoQ

Ownership

0.250%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 80.61302121713466.ToString("F0")% Shared 9.866650992041306.ToString("F0")% None 9.520327790824036.ToString("F0")%

Common Shares in MO Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $995,713,675 across 6 Tobacco names. MO ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	3,278,014	$541,986,832
2	MO	Altria Group, Inc. This page	4,185,108	$276,175,275
3	UVV	Universal Corp /Va/	1,774,857	$93,534,962
4	BTI	British American Tobacco p.l.c.	762,785	$44,600,036
5	TPB	Turning Point Brands, Inc.	453,791	$39,384,519
6	RLX	RLX Technology Inc.	14,569	$32,051

All Filings in MO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$276,175,275	4,185,108	+1.2%	Shares	Sole	2026-05-07
2025-12-31	$238,555,908	4,137,286	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$275,585,274	4,171,742	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$246,587,635	4,205,827	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$252,747,339	4,211,052	-2.5%	Shares	Sole	2025-05-13
2024-12-31	$225,912,511	4,320,377	-4.1%	Shares	Defined	2025-02-13
2024-09-30	$229,911,057	4,504,527	-1.0%	Shares	Sole	2024-11-07
2024-06-30	$207,283,381	4,550,678	-1.4%	Shares	Sole	2024-08-09
2024-03-31	$201,343,724	4,615,858	-5.4%	Shares	Sole	2024-05-10
2023-12-31	$196,802,641	4,878,598	-1.4%	Shares	Sole	2024-02-07
2023-09-30	$208,119,660	4,949,338	-0.8%	Shares	Defined	2023-11-09
2023-06-30	$226,044,643	4,989,948	-3.2%	Shares	Sole	2023-08-09
2023-03-31	$229,977,279	5,154,130	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$238,795,527	5,224,142	-6.3%	Shares	Sole	2023-02-09
2022-09-30	$225,213,269	5,577,347	-0.2%	Shares	Sole	2022-11-10
2022-06-30	$233,454,575	5,589,049	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$287,182,040	5,496,307	-4.3%	Shares	Defined	2022-05-13
2021-12-31	$272,222,377	5,744,300	-19.1%	Shares	Defined	2022-02-09
2021-09-30	$323,049,021	7,096,859	-2.4%	Shares	Defined	2021-11-12
2021-06-30	$346,643,708	7,270,212	-1.1%	Shares	Defined	2021-08-12
2021-03-31	$375,892,523	7,347,391	-0.6%	Shares	Defined	2021-05-14
2020-12-31	$303,211,974	7,395,414	-6.9%	Shares	Defined	2021-03-08
2020-09-30	$306,995,031	7,945,006	+1.6%	Shares	Defined	2020-11-12
2020-06-30	$307,050,277	7,822,937	+2.4%	Shares	Defined	2020-08-13
2020-03-31	$295,536,944	7,642,538	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.