DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,215 positions
NVIDIA | 94.5M | $16.5B | 3.4% | $55.20 | +215.21% | 27 qtrssince 2019-Q3 | Increased 59 |
APPLE | 58.6M | $14.9B | 3.1% | $90.56 | +179.74% | 27 qtrssince 2019-Q3 | Increased 59 |
MICROSOFT | 29.3M | $10.9B | 2.3% | $204.22 | +80.53% | 27 qtrssince 2019-Q3 | Increased 60 |
AMAZON.COM | 39M | $8.1B | 1.7% | $141.50 | +47.19% | 27 qtrssince 2019-Q3 | Increased 61 |
META PLATFORMS | 10.4M | $6B | 1.2% | $297.64 | +91.89% | 27 qtrssince 2019-Q3 | Increased 52 |
JPMORGAN CHASE & CO | 19M | $5.6B | 1.2% | $113.51 | +155.39% | 27 qtrssince 2019-Q3 | Increased 52 |
ALPHABET - CLASS A | 18.3M | $5.3B | 1.1% | $95.85 | +199.64% | 27 qtrssince 2019-Q3 | Decreased 0 |
<![CDATA[EXXON MOBIL CORP]]> | 28.4M | $4.8B | 1.0% | $76.28 | +119.49% | 27 qtrssince 2019-Q3 | Increased 48 |
ALPHABET - CLASS C | 14.7M | $4.2B | 0.9% | $89.02 | +221.83% | 27 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM | 12.7M | $3.9B | 0.8% | $93.37 | +230.35% | 27 qtrssince 2019-Q3 | Increased 49 |
JOHNSON & JOHNSON | 15.8M | $3.9B | 0.8% | $131.39 | +84.07% | 27 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 3.9M | $3.6B | 0.7% | $254.00 | +260.98% | 27 qtrssince 2019-Q3 | Increased 46 |
BERKSHIRE HATHAWAY B | 7.3M | $3.5B | 0.7% | $237.36 | +101.89% | 27 qtrssince 2019-Q3 | Increased 46 |
CHEVRON CORPORATION | 13.4M | $2.8B | 0.6% | $115.95 | +75.30% | 27 qtrssince 2019-Q3 | Decreased 0 |
VISA - CLASS A | 8.8M | $2.7B | 0.6% | $205.16 | +46.74% | 27 qtrssince 2019-Q3 | Increased 47 |
MICRON TECHNOLOGY | 7M | $2.4B | 0.5% | $62.40 | +441.24% | 27 qtrssince 2019-Q3 | Increased 39 |
SHELL PLC | 24.7M | $2.3B | 0.5% | $49.78 | +83.52% | 17 qtrssince 2022-Q1 | Increased 40 |
CISCO SYS INC | 27.6M | $2.1B | 0.4% | $44.18 | +73.35% | 27 qtrssince 2019-Q3 | Decreased 0 |
<![CDATA[Mastercard Incorporated]]> | 4.2M | $2.1B | 0.4% | $305.48 | +62.77% | 27 qtrssince 2019-Q3 | Increased 38 |
WALMART | 16.1M | $2B | 0.4% | $42.74 | +189.51% | 27 qtrssince 2019-Q3 | Increased 39 |
DIMENSIONAL FUND ADVISORS LP manages $481.4B across 3215 positions as of Q1 2026. Top holdings: NVDA (3.4%), AAPL (3.1%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 82 new positions, 107 exits, 1932 increased. Top move: AMZN (INCREASED, conviction 61). Portfolio: $481.4B across 3215 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