DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q2 2022
Top Holdings3,463 positions
APPLE INC | 48.9M | $6.7B | 2.4% | — | — | — | Increased 55 |
MICROSOFT CORP | 22.4M | $5.7B | 2.1% | — | — | — | Increased 55 |
AMAZON.COM INC | 23.9M | $2.5B | 0.9% | — | — | — | Increased 73 |
JPMORGAN CHASE & CO | 20M | $2.3B | 0.8% | — | — | — | Increased 47 |
EXXON MOBIL CORP | 25.2M | $2.2B | 0.8% | — | — | — | Increased 54 |
PFIZER INC | 40.2M | $2.1B | 0.8% | — | — | — | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 6.8M | $1.9B | 0.7% | — | — | — | Decreased 0 |
VERIZON COMMUNICATIONS INC | 32.7M | $1.7B | 0.6% | — | — | — | Decreased 0 |
ALPHABET INC-CL A | 760,137 | $1.7B | 0.6% | — | — | — | Increased 46 |
CHEVRON CORP | 11.2M | $1.6B | 0.6% | — | — | — | Increased 51 |
JOHNSON & JOHNSON | 9M | $1.6B | 0.6% | — | — | — | Decreased 0 |
ALPHABET INC-CL C | 716,974 | $1.6B | 0.6% | — | — | — | Increased 46 |
AMERICAN TOWER CORP | 6.1M | $1.6B | 0.6% | — | — | — | Decreased 0 |
COMCAST CORP-CLASS A | 38M | $1.5B | 0.5% | — | — | — | Increased 45 |
META PLATFORMS INC | 8.7M | $1.4B | 0.5% | — | — | — | Increased 49 |
UNITEDHEALTH GROUP INC | 2.7M | $1.4B | 0.5% | — | — | — | Decreased 0 |
INTEL CORP | 35.7M | $1.3B | 0.5% | — | — | — | Decreased 0 |
PROCTER AND GAMBLE CO | 8.8M | $1.3B | 0.5% | — | — | — | Increased 38 |
WALMART INC | 10.4M | $1.3B | 0.5% | — | — | — | Decreased 0 |
PROLOGIS INC | 10.3M | $1.2B | 0.4% | — | — | — | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $278.8B across 3463 positions as of Q2 2022. Top holdings: AAPL (2.4%), MSFT (2.1%), AMZN (0.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 107 new positions, 156 exits, 1936 increased. Top move: AMZN (INCREASED, conviction 73). Portfolio: $278.8B across 3463 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR