DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

NJR — New Jersey Resources Corp

Top Portfolio Positions

3,159 positions · $475,530,451,270 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	1.25%
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%

Portfolio Trend

25 quarters · across all stocks

Holdings in NJR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$227,441,841	4,141,330	+5.3%	Shares	Sole	2026-05-07
2025-12-31	$181,443,687	3,934,165	+10.3%	Shares	Sole	2026-02-12
2025-09-30	$171,718,353	3,566,321	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$153,978,659	3,435,490	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$168,017,545	3,424,736	+3.5%	Shares	Sole	2025-05-13
2024-12-31	$154,372,590	3,309,166	+7.0%	Shares	Sole	2025-02-13
2024-09-30	$145,997,433	3,093,166	+4.6%	Shares	Sole	2024-11-07
2024-06-30	$126,372,433	2,956,772	+5.5%	Shares	Sole	2024-08-09
2024-03-31	$120,248,021	2,802,331	+5.0%	Shares	Sole	2024-05-10
2023-12-31	$118,942,870	2,668,077	+0.4%	Shares	Sole	2024-02-07
2023-09-30	$108,007,987	2,658,331	-3.2%	Shares	Sole	2023-11-09
2023-06-30	$129,589,723	2,745,545	+1.5%	Shares	Sole	2023-08-09
2023-03-31	$143,865,831	2,704,245	-1.0%	Shares	Sole	2023-05-12
2022-12-31	$135,608,430	2,732,939	-3.3%	Shares	Sole	2023-02-09
2022-09-30	$109,430,052	2,827,650	+0.7%	Shares	Sole	2022-11-10
2022-06-30	$125,093,094	2,809,187	+0.7%	Shares	Sole	2022-08-12
2022-03-31	$127,875,106	2,788,380	+1.9%	Shares	Defined	2022-05-13
2021-12-31	$112,373,952	2,736,823	-3.5%	Shares	Defined	2022-02-09
2021-09-30	$98,743,612	2,836,645	+12.7%	Shares	Defined	2021-11-12
2021-06-30	$99,570,663	2,516,317	+13.2%	Shares	Defined	2021-08-12
2021-03-31	$88,593,970	2,222,071	+10.7%	Shares	Defined	2021-05-14
2020-12-31	$71,355,320	2,007,182	+1.7%	Shares	Defined	2021-03-08
2020-09-30	$53,313,972	1,973,130	+8.6%	Shares	Defined	2020-11-12
2020-06-30	$59,318,781	1,816,808	-0.1%	Shares	Defined	2020-08-13
2020-03-31	$61,802,877	1,819,337	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.