DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,215 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 94.5M | $16.5B | 3.4% | $118.72 | +51.66% | 13 qtrssince 2023-Q1 | Increased 59 |
APPLE INC | 58.6M | $14.9B | 3.1% | $172.15 | +47.16% | 13 qtrssince 2023-Q1 | Increased 59 |
MICROSOFT CORP | 29.3M | $10.9B | 2.3% | $311.35 | +18.41% | 13 qtrssince 2023-Q1 | Increased 60 |
AMAZON.COM INC | 39M | $8.1B | 1.7% | $143.60 | +45.36% | 13 qtrssince 2023-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 10.4M | $6B | 1.2% | $319.93 | +104.76% | 13 qtrssince 2023-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 19M | $5.6B | 1.2% | $132.06 | +127.37% | 13 qtrssince 2023-Q1 | Increased 52 |
ALPHABET INC-CL A | 18.3M | $5.3B | 1.1% | $119.70 | +153.63% | 13 qtrssince 2023-Q1 | Decreased 0 |
EXXON MOBIL CORP | 28.4M | $4.8B | 1.0% | $103.05 | +47.33% | 13 qtrssince 2023-Q1 | Increased 48 |
ALPHABET INC-CL C | 14.7M | $4.2B | 0.9% | $117.06 | +159.32% | 13 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 12.7M | $3.9B | 0.8% | $188.04 | +64.34% | 13 qtrssince 2023-Q1 | Increased 49 |
JOHNSON & JOHNSON | 15.8M | $3.9B | 0.8% | $144.56 | +67.30% | 13 qtrssince 2023-Q1 | Decreased 0 |
ELI LILLY & CO | 3.9M | $3.6B | 0.7% | $421.67 | +117.44% | 13 qtrssince 2023-Q1 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 7.3M | $3.5B | 0.7% | $318.88 | +50.95% | 13 qtrssince 2023-Q1 | Increased 46 |
CHEVRON CORP | 13.4M | $2.8B | 0.6% | $145.08 | +30.11% | 13 qtrssince 2023-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.8M | $2.7B | 0.6% | $237.51 | +26.76% | 13 qtrssince 2023-Q1 | Increased 47 |
MICRON TECHNOLOGY INC | 7M | $2.4B | 0.5% | $75.99 | +399.67% | 13 qtrssince 2023-Q1 | Increased 39 |
SHELL PLC-ADR | 24.7M | $2.3B | 0.5% | $53.10 | +72.07% | 13 qtrssince 2023-Q1 | Increased 40 |
CISCO SYSTEMS INC | 27.6M | $2.1B | 0.4% | $47.68 | +65.61% | 13 qtrssince 2023-Q1 | Decreased 0 |
MASTERCARD INC - A | 4.2M | $2.1B | 0.4% | $376.72 | +39.18% | 13 qtrssince 2023-Q1 | Increased 38 |
WALMART INC | 16.1M | $2B | 0.4% | $58.36 | +112.04% | 13 qtrssince 2023-Q1 | 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: Steady Compounder. HoldingsIntel Score: 2/5.0.
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