DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,461 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 49.4M | $8.1B | 2.7% | $162.26 | 0.00% | 1 qtr | New 83 |
MICROSOFT CORP | 22.9M | $6.6B | 2.2% | $280.49 | 0.00% | 1 qtr | New 83 |
EXXON MOBIL CORP | 30.1M | $3.3B | 1.1% | $98.86 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 19.9M | $2.6B | 0.9% | $119.92 | 0.00% | 1 qtr | New 62 |
AMAZON.COM INC | 22.5M | $2.3B | 0.8% | $102.00 | 0.00% | 1 qtr | New 62 |
META PLATFORMS INC-CLASS A | 10.4M | $2.2B | 0.7% | $206.40 | 0.00% | 1 qtr | New 62 |
BERKSHIRE HATHAWAY INC-CL B | 7.1M | $2.2B | 0.7% | $305.08 | 0.00% | 1 qtr | New 62 |
CHEVRON CORP | 12.5M | $2B | 0.7% | $143.03 | 0.00% | 1 qtr | New 62 |
PFIZER INC | 43.6M | $1.8B | 0.6% | $32.92 | 0.00% | 1 qtr | New 62 |
ALPHABET INC-CL A | 15.9M | $1.6B | 0.6% | $100.13 | 0.00% | 1 qtr | New 62 |
PROLOGIS INC | 12.7M | $1.6B | 0.5% | $111.70 | 0.00% | 1 qtr | New 62 |
COMCAST CORP-CLASS A | 40.6M | $1.5B | 0.5% | $31.37 | 0.00% | 1 qtr | New 62 |
ALPHABET INC-CL C | 14.7M | $1.5B | 0.5% | $100.57 | 0.00% | 1 qtr | New 62 |
VERIZON COMMUNICATIONS INC | 39.1M | $1.5B | 0.5% | $31.54 | 0.00% | 1 qtr | New 62 |
VISA INC-CLASS A SHARES | 5.9M | $1.3B | 0.5% | $219.53 | 0.00% | 1 qtr | New 53 |
SHELL PLC-ADR | 22.9M | $1.3B | 0.4% | $50.11 | 0.00% | 1 qtr | New 53 |
MASTERCARD INC - A | 3.6M | $1.3B | 0.4% | $353.04 | 0.00% | 1 qtr | New 53 |
JOHNSON & JOHNSON | 8.4M | $1.3B | 0.4% | $140.25 | 0.00% | 1 qtr | New 53 |
AMERICAN TOWER CORP | 6.3M | $1.3B | 0.4% | $181.80 | 0.00% | 1 qtr | New 53 |
PROCTER & GAMBLE CO/THE | 8.4M | $1.3B | 0.4% | $135.69 | 0.00% | 1 qtr | New 53 |
DIMENSIONAL FUND ADVISORS LP manages $296.9B across 3461 positions as of Q1 2023. Top holdings: AAPL (2.7%), MSFT (2.2%), XOM (1.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 3461 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 83). Portfolio: $296.9B across 3461 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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