DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2020
Top Holdings3,374 positions
APPLE INC | 16.3M | $4.2B | 2.2% | $53.73 | +14.15% | 3 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.5M | $3.6B | 1.9% | $130.81 | +14.06% | 3 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.3M | $2.6B | 1.4% | $86.81 | +12.29% | 3 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 45M | $2.4B | 1.3% | $45.21 | +6.12% | 3 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 71.8M | $2.1B | 1.1% | $17.53 | -20.16% | 3 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 21M | $1.9B | 1.0% | $97.08 | -22.39% | 3 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 48.6M | $1.7B | 0.9% | $33.95 | -22.51% | 3 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 48.7M | $1.6B | 0.8% | $24.18 | -7.39% | 3 qtrssince 2019-Q3 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 8.1M | $1.5B | 0.8% | $208.02 | -12.11% | 3 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 6.4M | $1.4B | 0.7% | $181.01 | -1.09% | 3 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 10.2M | $1.3B | 0.7% | $107.19 | +2.34% | 3 qtrssince 2019-Q3 | Increased 46 |
VERIZON COMMUNICATIONS INC | 21.7M | $1.2B | 0.6% | $39.65 | -8.85% | 3 qtrssince 2019-Q3 | Increased 47 |
BANK OF AMER CORP | 54.6M | $1.2B | 0.6% | $24.88 | -27.04% | 3 qtrssince 2019-Q3 | Decreased 0 |
CHEVRON CORPORATION | 15.5M | $1.1B | 0.6% | $87.44 | -37.59% | 3 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 6.6M | $1.1B | 0.6% | $176.39 | -6.33% | 3 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 26.9M | $1B | 0.5% | $51.77 | -44.80% | 3 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & CO | 35.4M | $1B | 0.5% | $42.11 | -41.94% | 3 qtrssince 2019-Q3 | Decreased 0 |
WALMART INC | 8.6M | $980.4M | 0.5% | $35.96 | -3.41% | 3 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 5.7M | $915.1M | 0.5% | $163.46 | -5.95% | 3 qtrssince 2019-Q3 | Increased 42 |
CROWN CASTLE INC | 6.1M | $879.2M | 0.5% | $101.97 | +5.64% | 3 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $192B across 3374 positions as of Q1 2020. Top holdings: AAPL (2.2%), MSFT (1.9%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 88 new positions, 93 exits, 1540 increased. Top move: VZ (INCREASED, conviction 47). Portfolio: $192.0B across 3374 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR