DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,320 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 56.4M | $12.5B | 3.1% | $169.59 | +30.18% | 9 qtrssince 2023-Q1 | Increased 61 |
NVIDIA CORP | 96.5M | $10.5B | 2.6% | $117.67 | -6.82% | 9 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 25.5M | $9.6B | 2.4% | $297.05 | +24.90% | 9 qtrssince 2023-Q1 | Increased 56 |
AMAZON.COM INC | 29.9M | $5.7B | 1.4% | $122.01 | +57.96% | 9 qtrssince 2023-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 9.1M | $5.2B | 1.3% | $267.26 | +115.31% | 9 qtrssince 2023-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 20.1M | $4.9B | 1.2% | $126.49 | +88.13% | 9 qtrssince 2023-Q1 | Decreased 0 |
EXXON MOBIL CORP | 33.1M | $3.9B | 1.0% | $100.25 | +13.54% | 9 qtrssince 2023-Q1 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 7.3M | $3.9B | 1.0% | $313.44 | +67.91% | 9 qtrssince 2023-Q1 | Increased 45 |
ELI LILLY & CO | 3.8M | $3.1B | 0.8% | $396.93 | +105.90% | 9 qtrssince 2023-Q1 | Increased 46 |
VISA INC-CLASS A SHARES | 8.5M | $3B | 0.7% | $232.33 | +49.14% | 9 qtrssince 2023-Q1 | Increased 45 |
JOHNSON & JOHNSON | 16.9M | $2.8B | 0.7% | $144.19 | +10.72% | 9 qtrssince 2023-Q1 | Increased 51 |
ALPHABET INC-CL A | 18M | $2.8B | 0.7% | $110.11 | +39.77% | 9 qtrssince 2023-Q1 | Increased 45 |
UNITEDHEALTH GROUP INC | 5.2M | $2.7B | 0.7% | $474.98 | +6.49% | 9 qtrssince 2023-Q1 | Increased 53 |
ALPHABET INC-CL C | 14.9M | $2.3B | 0.6% | $106.49 | +46.15% | 9 qtrssince 2023-Q1 | Increased 46 |
MASTERCARD INC - A | 4.2M | $2.3B | 0.6% | $366.53 | +46.65% | 9 qtrssince 2023-Q1 | Decreased 0 |
CHEVRON CORP | 12.3M | $2.1B | 0.5% | $142.86 | +11.26% | 9 qtrssince 2023-Q1 | Increased 45 |
ABBVIE INC | 9.4M | $2B | 0.5% | $144.76 | +37.91% | 9 qtrssince 2023-Q1 | Increased 38 |
COSTCO WHOLESALE CORP | 2M | $1.9B | 0.5% | $633.18 | +48.11% | 9 qtrssince 2023-Q1 | Increased 39 |
HOME DEPOT INC | 5M | $1.8B | 0.5% | $283.65 | +23.98% | 9 qtrssince 2023-Q1 | Increased 39 |
CISCO SYSTEMS INC | 29.3M | $1.8B | 0.4% | $47.49 | +25.12% | 9 qtrssince 2023-Q1 | 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: Steady Compounder. HoldingsIntel Score: 2/5.0.
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR