DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q2 2020
Top Holdings3,338 positions
APPLE INC | 15.3M | $5.6B | 2.5% | $53.73 | +64.20% | 4 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.5M | $4.6B | 2.0% | $130.81 | +47.60% | 4 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.2M | $3.3B | 1.5% | $86.81 | +58.89% | 4 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 43.2M | $2.6B | 1.1% | $45.21 | +17.98% | 4 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 64.5M | $1.9B | 0.9% | $17.53 | -15.26% | 4 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 20.7M | $1.9B | 0.9% | $97.08 | -18.08% | 4 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 46.9M | $1.8B | 0.8% | $33.95 | -11.63% | 4 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 48.3M | $1.6B | 0.7% | $24.18 | -6.29% | 4 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 6M | $1.5B | 0.7% | $181.01 | +18.42% | 4 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 6.6M | $1.5B | 0.7% | $176.39 | +27.51% | 4 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 10.4M | $1.5B | 0.6% | $107.39 | +10.30% | 4 qtrssince 2019-Q3 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 8M | $1.4B | 0.6% | $208.02 | -14.19% | 4 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 24.4M | $1.3B | 0.6% | $39.42 | -4.91% | 4 qtrssince 2019-Q3 | Increased 50 |
CHEVRON CORPORATION | 14.3M | $1.3B | 0.6% | $87.44 | -22.02% | 4 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 6M | $1.2B | 0.5% | $164.67 | +12.12% | 4 qtrssince 2019-Q3 | Increased 48 |
EXXON MOBIL CORP | 24.1M | $1.1B | 0.5% | $51.77 | -33.72% | 4 qtrssince 2019-Q3 | Decreased 0 |
WALMART INC | 8.7M | $1B | 0.5% | $35.97 | +2.25% | 4 qtrssince 2019-Q3 | Increased 39 |
BANK OF AMER CORP | 43.5M | $1B | 0.5% | $24.88 | -17.81% | 4 qtrssince 2019-Q3 | Decreased 0 |
CROWN CASTLE INC | 6.1M | $1B | 0.4% | $102.03 | +23.20% | 4 qtrssince 2019-Q3 | Increased 38 |
MASTERCARD INCORPORATED | 3.4M | $1B | 0.4% | $260.21 | +9.49% | 4 qtrssince 2019-Q3 | Increased 39 |
DIMENSIONAL FUND ADVISORS LP manages $227.5B across 3338 positions as of Q2 2020. Top holdings: AAPL (2.5%), MSFT (2.0%), AMZN (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 74 new positions, 110 exits, 1494 increased. Top move: VZ (INCREASED, conviction 50). Portfolio: $227.5B across 3338 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR