DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,320 positions
APPLE INC | 56.4M | $12.5B | 3.1% | $84.92 | +159.96% | 23 qtrssince 2019-Q3 | Increased 61 |
NVIDIA CORPORATION | 96.5M | $10.5B | 2.6% | $53.19 | +103.23% | 23 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 25.5M | $9.6B | 2.4% | $173.52 | +113.83% | 23 qtrssince 2019-Q3 | Increased 56 |
AMAZON COM INC | 29.9M | $5.7B | 1.4% | $119.49 | +59.23% | 23 qtrssince 2019-Q3 | Increased 52 |
META PLATFORMS INC | 9.1M | $5.2B | 1.3% | $246.21 | +132.96% | 23 qtrssince 2019-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 20.1M | $4.9B | 1.2% | $107.68 | +120.00% | 23 qtrssince 2019-Q3 | Decreased 0 |
<![CDATA[EXXON MOBIL CORP]]> | 33.1M | $3.9B | 1.0% | $71.05 | +59.71% | 23 qtrssince 2019-Q3 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 7.3M | $3.9B | 1.0% | $229.28 | +132.28% | 23 qtrssince 2019-Q3 | Increased 45 |
ELI LILLY & CO | 3.8M | $3.1B | 0.8% | $219.90 | +271.64% | 23 qtrssince 2019-Q3 | Increased 46 |
VISA INC | 8.5M | $3B | 0.7% | $197.90 | +75.08% | 23 qtrssince 2019-Q3 | Increased 45 |
JOHNSON & JOHNSON | 16.9M | $2.8B | 0.7% | $129.71 | +23.07% | 23 qtrssince 2019-Q3 | Increased 51 |
ALPHABET INC | 18M | $2.8B | 0.7% | $83.17 | +85.05% | 23 qtrssince 2019-Q3 | Increased 45 |
UNITEDHEALTH GROUP INC | 5.2M | $2.7B | 0.7% | $367.98 | +36.80% | 23 qtrssince 2019-Q3 | Increased 53 |
ALPHABET INC | 14.9M | $2.3B | 0.6% | $74.17 | +109.66% | 23 qtrssince 2019-Q3 | Increased 46 |
<![CDATA[Mastercard Incorporated]]> | 4.2M | $2.3B | 0.6% | $291.87 | +85.81% | 23 qtrssince 2019-Q3 | Decreased 0 |
CHEVRON CORPORATION | 12.3M | $2.1B | 0.5% | $106.42 | +47.78% | 23 qtrssince 2019-Q3 | Increased 45 |
ABBVIE INC | 9.4M | $2B | 0.5% | $88.52 | +124.14% | 23 qtrssince 2019-Q3 | Increased 38 |
COSTCO WHOLESALE CORPORATION | 2M | $1.9B | 0.5% | $520.77 | +80.07% | 23 qtrssince 2019-Q3 | Increased 39 |
HOME DEPOT INC | 5M | $1.8B | 0.5% | $249.26 | +41.30% | 23 qtrssince 2019-Q3 | Increased 39 |
CISCO SYS INC | 29.3M | $1.8B | 0.4% | $43.96 | +35.28% | 23 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $402.3B across 3320 positions as of Q1 2025. Top holdings: AAPL (3.1%), NVDA (2.6%), MSFT (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 64 new positions, 83 exits, 1743 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $402.3B across 3320 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
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR