DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

OPY — Oppenheimer Holdings Inc

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,330,372	497,033	+1.5%	Shares	Sole	2026-05-07
2025-12-31	$35,396,725	489,649	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$36,453,741	493,218	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$32,247,489	490,307	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$29,141,416	488,704	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$31,783,254	495,916	-2.3%	Shares	Sole	2025-02-13
2024-09-30	$25,970,298	507,629	-1.0%	Shares	Sole	2024-11-07
2024-06-30	$24,563,743	512,706	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$20,537,560	514,468	-0.3%	Shares	Sole	2024-05-10
2023-12-31	$21,323,060	516,047	-0.3%	Shares	Sole	2024-02-07
2023-09-30	$19,823,929	517,461	-0.5%	Shares	Sole	2023-11-09
2023-06-30	$20,887,410	519,846	-2.0%	Shares	Sole	2023-08-09
2023-03-31	$20,766,175	530,426	-1.9%	Shares	Sole	2023-05-12
2022-12-31	$22,880,252	540,521	-0.6%	Shares	Sole	2023-02-09
2022-09-30	$16,851,135	543,936	-1.8%	Shares	Sole	2022-11-10
2022-06-30	$18,307,197	554,092	-1.1%	Shares	Sole	2022-08-12
2022-03-31	$24,412,513	560,177	+0.3%	Shares	Defined	2022-05-13
2021-12-31	$25,903,997	558,637	-0.5%	Shares	Defined	2022-02-09
2021-09-30	$25,427,028	561,427	-0.5%	Shares	Defined	2021-11-12
2021-06-30	$28,699,535	564,507	+0.6%	Shares	Defined	2021-08-12
2021-03-31	$22,484,590	561,413	-2.9%	Shares	Defined	2021-05-14
2020-12-31	$18,167,294	578,024	-0.3%	Shares	Defined	2021-03-08
2020-09-30	$12,938,412	579,678	0.0%	Shares	Defined	2020-11-12
2020-06-30	$12,631,183	579,678	+0.3%	Shares	Defined	2020-08-13
2020-03-31	$11,421,556	578,014	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.