DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,512 positions
APPLE INC | 48.8M | $8.5B | 2.6% | $55.33 | +208.66% | 11 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.2M | $6.8B | 2.1% | $136.05 | +118.34% | 11 qtrssince 2019-Q3 | Increased 55 |
AMAZON COM INC | 1.4M | $4.4B | 1.4% | $98.88 | +64.84% | 11 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 19.4M | $2.6B | 0.8% | $98.21 | +23.35% | 11 qtrssince 2019-Q3 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 6.8M | $2.4B | 0.7% | $209.63 | +68.35% | 11 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 743,789 | $2.1B | 0.6% | $65.82 | +109.29% | 11 qtrssince 2019-Q3 | Increased 46 |
PFIZER INC | 38.9M | $2B | 0.6% | — | — | 11 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 701,170 | $2B | 0.6% | $63.25 | +118.73% | 11 qtrssince 2019-Q3 | Increased 45 |
INTEL CORP | 36.6M | $1.8B | 0.6% | $45.48 | +1.83% | 11 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 8M | $1.8B | 0.5% | $193.44 | +13.86% | 11 qtrssince 2019-Q3 | Increased 53 |
COMCAST CORP NEW | 37.8M | $1.8B | 0.5% | $33.97 | +9.08% | 11 qtrssince 2019-Q3 | Increased 45 |
EXXON MOBIL CORP | 20.7M | $1.7B | 0.5% | $53.61 | +32.47% | 11 qtrssince 2019-Q3 | Increased 50 |
PROLOGIS INC. | 10.5M | $1.7B | 0.5% | $69.92 | +101.15% | 11 qtrssince 2019-Q3 | Increased 45 |
VERIZON COMMUNICATIONS INC | 33.2M | $1.7B | 0.5% | $39.13 | -4.30% | 11 qtrssince 2019-Q3 | Increased 47 |
JOHNSON & JOHNSON | 9.4M | $1.7B | 0.5% | $111.12 | +40.51% | 11 qtrssince 2019-Q3 | Decreased 0 |
CHEVRON CORPORATION | 9.8M | $1.6B | 0.5% | $94.85 | +43.60% | 11 qtrssince 2019-Q3 | Increased 44 |
WALMART INC | 10.5M | $1.6B | 0.5% | $37.65 | +24.84% | 11 qtrssince 2019-Q3 | Increased 38 |
AMERICAN TOWER CORP | 6.2M | $1.6B | 0.5% | $182.37 | +17.69% | 11 qtrssince 2019-Q3 | Increased 39 |
UNITEDHEALTH GROUP INC | 3M | $1.5B | 0.5% | $210.03 | +123.22% | 11 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 35.2M | $1.5B | 0.4% | $25.68 | +43.38% | 11 qtrssince 2019-Q3 | Increased 39 |
DIMENSIONAL FUND ADVISORS LP manages $324.6B across 3512 positions as of Q1 2022. Top holdings: AAPL (2.6%), MSFT (2.1%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 106 new positions, 131 exits, 2065 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $324.6B across 3512 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR