DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2021
Top Holdings3,408 positions
APPLE INC | 50.1M | $6.1B | 2.0% | $53.73 | +121.03% | 7 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.2M | $5.2B | 1.7% | $132.16 | +70.50% | 7 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.2M | $3.7B | 1.2% | $88.43 | +74.95% | 7 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 20.4M | $3.1B | 1.0% | $97.12 | +36.04% | 7 qtrssince 2019-Q3 | Increased 50 |
INTEL CORP | 38.6M | $2.5B | 0.8% | $45.42 | +28.16% | 7 qtrssince 2019-Q3 | Increased 46 |
COMCAST CORP NEW | 40.6M | $2.2B | 0.7% | $33.95 | +23.86% | 7 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 6.2M | $1.8B | 0.6% | $176.39 | +65.39% | 7 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 6.9M | $1.8B | 0.6% | $208.02 | +22.81% | 7 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 57.1M | $1.7B | 0.6% | $17.53 | -8.96% | 7 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 9.8M | $1.6B | 0.5% | $107.39 | +31.48% | 7 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 6.2M | $1.5B | 0.5% | $181.55 | +10.32% | 7 qtrssince 2019-Q3 | Increased 39 |
ALPHABET INC | 702,517 | $1.4B | 0.5% | $61.90 | +65.03% | 7 qtrssince 2019-Q3 | Increased 39 |
VERIZON COMMUNICATIONS INC | 24.8M | $1.4B | 0.5% | $39.45 | +3.52% | 7 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 39.9M | $1.4B | 0.5% | — | — | 7 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 37M | $1.4B | 0.5% | $24.88 | +36.34% | 7 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 685,976 | $1.4B | 0.5% | $61.74 | +65.96% | 7 qtrssince 2019-Q3 | Increased 39 |
VISA INC | 6.1M | $1.3B | 0.4% | $165.41 | +22.90% | 7 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.4M | $1.3B | 0.4% | $207.99 | +62.27% | 7 qtrssince 2019-Q3 | Increased 40 |
DISNEY WALT CO | 6.8M | $1.3B | 0.4% | $123.58 | +44.77% | 7 qtrssince 2019-Q3 | Decreased 0 |
MASTERCARD INCORPORATED | 3.4M | $1.2B | 0.4% | $260.65 | +32.11% | 7 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $302.3B across 3408 positions as of Q1 2021. Top holdings: AAPL (2.0%), MSFT (1.7%), AMZN (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 145 new positions, 79 exits, 1206 increased. Top move: JPM (INCREASED, conviction 50). Portfolio: $302.3B across 3408 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR